Retirement Plan Documents Specialist

Corebridge Financial, Inc.; Houston, Northern (TX, KY); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Health & Wellness

401(k) matching

Employee assistance

Matching donations

Volunteer time off

Paid time off

Job summary

Corebridge Financial in Houston, TX is seeking a Plan Document Administrator to manage documentation, design, and compliance for retirement plans (401(k), 403(b), 457(b)). You will draft documents, restatements, and amendments while ensuring IRS and DOL compliance and alignment with client needs.

The role requires 3+ years with these plans, strong writing skills, and experience in client communication. This hybrid office role offers competitive benefits and opportunities to impact plan design

Qualifications

• 3+ years’ experience with 403(b), 401(k), and 457(b) plans.
• Strong understanding of IRC regulations, ERISA, and plan document provisions, including understanding plan provision implications.
• 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

Excellent writing and communications

Client consultation

Independent contributor

Education

CPC

QKA

CEBS

TGPC

Tools

Microsoft Office (Outlook, Word, Excel)

Adobe Acrobat

Job description

Corebridge Financial in Houston, TX is seeking a Plan Document Administrator to manage documentation, design, and compliance for retirement plans (401(k), 403(b), 457(b)). You will draft documents, restatements, and amendments while ensuring IRS and DOL compliance and alignment with client needs.

The role requires 3+ years with these plans, strong writing skills, and experience in client communication. This hybrid office role offers competitive benefits and opportunities to impact plan design