Retirement Services Plan Administrator

corebridgefinancial; Houston (TX); Hybrid; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health and wellness benefits

401(k) matching up to 6% + 3% company

Paid time off

Volunteer time off

Employee assistance program

Matching charitable donations

Job summary

Corebridge Financial invites an experienced Plan Document Administrator to manage retirement plan documentation, restatements, and amendments ensuring IRS/DOL compliance for 401(k), 403(b), and 457(b) plans. This hybrid Houston-based role collaborates with sponsors, attorneys, and consultants to meet client needs.

The successful candidate will draft and restate plan documents, maintain SPDs, and advise on regulatory changes, with strong writing and communication skills essential for success.

Qualifications

• Experience drafting plan documents, restatements and amendments.

Responsibilities

• Have experience with 403(b), 401(k), and 457(b) plan documents
• Consult clients on plan provisions and administrative complexities, focusing on sponsors' objectives
• Create, amend, and restate plan documents & SPD reflect law changes
• Ensure plans meet IRS/DOL, ERISA regulations
• Provide recommendations to improve customer experiences and team efficiency
• Assist management in data collection for reporting and project work

Skills

Writing & communication

Plan document provisions understanding

Client communication

Education

CPC

QKA

CEBS

TGPC

Tools

Microsoft Office

Adobe Acrobat

Outlook

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

Compensation for this role is based on commission and will be paid based upon the applicable commission schedule in place for the role.

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