Retirement Plan Document Specialist

Corebridge Financial; Houston (TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health and Wellness

401(k) match

Employee Assistance Program

Matching charitable donations

Volunteer Time Off

Paid Time Off

Job summary

Corebridge Financial, based in Houston, TX, seeks a Plan Document Administrator to manage retirement plan documents, restatements, and amendments while ensuring IRS and DOL compliance. You will draft plan documents, restatements, and SPDs and work with clients to meet their needs.

The role involves collaborating with plan sponsors, attorneys, and consultants, updating provisions, and supporting regulatory restatements under a hybrid work model in Houston.

Qualifications

• 3+ years’ experience with 403(b), 401(k), and 457(b) plans.
• Strong understanding of IRC regulations, ERISA, and plan document provisions.
• Excellent writing and communications skills.
• Experience communicating with plan sponsors, attorneys, and consultants.
• Effective candidate who can take charge and deliver results with minimal supervision.
• Proficient with Microsoft Office applications with emphasis on Outlook, Word, Excel, and Adobe Acrobat.
• CPC, QKA, CEBS, TGPC designations preferred.

Responsibilities

• Have experience with 403(b), 401(k), and 457(b) plan documents.
• Consult clients on plan provisions and administrative complexities, with a focus on the plan sponsor’s objectives and ease in administration.
• Create, amend, and restate plan documents & Summary Plan Descriptions (SPDs) to reflect law changes.
• Ensure plans meet IRS/DOL, ERISA regulations.
• Provide recommendations to improve customer experiences, effectiveness, and efficiency of the team.
• Assist management in collecting data for reporting and representing the team on projects.

Skills

Plan documents experience

IRC regulations

ERISA knowledge

Excellent written & verbal comms

Client & attorney communications

Microsoft Office suite

CPC / QKA / CEBS / TGPC (preferred)

Tools

Microsoft Office (Outlook, Word, Excel, Acrobat)

Job description

Corebridge Financial, based in Houston, TX, seeks a Plan Document Administrator to manage retirement plan documents, restatements, and amendments while ensuring IRS and DOL compliance. You will draft plan documents, restatements, and SPDs and work with clients to meet their needs.

The role involves collaborating with plan sponsors, attorneys, and consultants, updating provisions, and supporting regulatory restatements under a hybrid work model in Houston.