Retirement Services Plan Administrator

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

Who We Are

At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow.

We Align To a Set Of Values That Are The Core Pillars That Define Our Culture And Help Bring Our Brand Purpose To Life

• We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
• We deliver on commitments: We are accountable, empower each other and go above and beyond for our stakeholders.
• We learn, improve and innovate: We get better each day by challenging the status quo and equipping ourselves for the future.
• We are inclusive: We embrace different perspectives, enabling our colleagues to make an impact and bring their whole selves to work.

Who You’ll Work With

We tell the powerful story of how Corebridge makes it possible for more people and institutions to take action in financial lives – for their own and on behalf of others. Our team designs and executes advertising programs, internal and external communications strategies, and client and prospect engagement programs to showcase who Corebridge is to our customers, distribution partners and employees. Our team oversees brand positioning and strategy, digital and social media, employee and executive communications, media relations, industry research and thought leadership, product marketing, customer regulatory communications, and social impact and sponsorship programming.

About The Role

As a Plan Document Administrator, you will be responsible for managing the documentation, design, and compliance of retirement plans (401(k), 403(b), 457(b)). Drafting plan documents, restatements, and amendments while ensuring compliance with IRS and DOL regulations. Key tasks include updating plan provisions, assisting with regulatory restatements, and working closely with our clients to ensure the document meets their needs.

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 And 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

Compensation

The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate’s geographic location, skills, experience and other qualifications.

In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan.

Work Location

This position is based in Corebridge Financial’s Houston, TX, office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

Estimated Travel

Minimal travel

Why Corebridge?

At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

Benefit Offerings Include

• Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
• Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
• Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
• Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.

Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

We are an Equal Opportunity Employer

Corebridge Financial, is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [e-mail]. Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area

OP - Operations

Estimated Travel Percentage (%)

Up to 25%

Relocation Provided

No

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