Senior Retirement Consultant

Corebridge Financial, Inc.; Houston (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Retirement Consultant to make a significant impact in clients' lives. In this vital role, you will provide expert consultation on nonqualified plan documents, ensuring compliance with IRC regulations while enhancing client experiences. Your insights will guide plan sponsors through administrative complexities, and your recommendations will drive operational efficiency. Join a company that values its people and community, offering generous benefits, including paid time off for volunteering and a robust 401(k) match. If you are passionate about making a difference and thrive in a collaborative environment, this is the opportunity for you.

Benefits

24 PTO days

17 paid holidays

401(k) Retirement Plan with match

Paid time off for volunteering

Qualifications

• 3+ years’ experience with nonqualified plans under IRC regulations.
• Excellent writing and communication skills are essential.

Responsibilities

• Consult clients on nonqualified plan document best practices.
• Draft and administer nonqualified plan documents for clients.

Skills

Nonqualified plan documents expertise

Excellent writing skills

Communication with plan sponsors

Microsoft Office proficiency

Ability to work with minimal supervision

Education

3+ years of experience in nonqualified plan administration

CPC, QKA, CEBS, TGPC designations

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Adobe Acrobat

Job description

Senior Retirement Consultant

Who we are

Corebridge Financial makes a tremendous difference in people’s lives. We help people make some of the most important decisions they’re ever going to make. We help them respond to some of life’s most difficult moments through the solutions and services we provide, and we help them plan and take action to protect the future they envision. Corebridge Financial brings together a broad portfolio of retirement, life, and institutional products offered through an extensive, multichannel distribution network.

As a Senior Retirement Consultant, you will be responsible for consulting with clients on nonqualified plan document best practices, drafting retirement plan documents primarily for non-qualified plans, and assisting with the administration of our nonqualified plan book of business.

We want to hear from you today if you:

• Have experience with nonqualified plan documents that fall under IRC 457(b), 457(f), 409(A), and 415(m).
• Consult with plan sponsors on nonqualified plan document provisions, explaining administrative complexities, and conduct detailed plan document walkthroughs, focusing on plan sponsor’s objectives and ease in administration.
• Complete plan document tasks consisting of creating new documents, restating, or amending existing documents.
• Monitor nonqualified plan participants to ensure proper administration of the participants' elections based on the plan document provisions.
• Provide process and procedure recommendations to management to improve customer experiences, effectiveness, and efficiency of team operations.
• Assist management as required in administrative functions such as collecting data for reporting or serving as a functional area SME on projects related to business or regulatory changes.

What we are looking for:

• 3+ years’ experience with administration of nonqualified plans under IRC 457(b), 457(f), 409(A), and 415(m) including a thorough knowledge of the tax reporting and tax implications to participants and plan sponsors.
• Excellent writing and communication 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.

What our employees like most about working for Corebridge Financial:

• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. We provide up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset; therefore, we provide a generous benefits plan and competitive pay. Benefit package includes:

• Paid Time Off (Corebridge Financial recognizes the importance of work-life balance). We offer 24 PTO days to start and 17 paid holidays.
• A 401(k) Retirement Plan with a $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of enrollment.

We are an Equal Opportunity Employer

Corebridge Financial, Inc., its subsidiaries, and affiliates are committed to being an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability, or any other legally protected categories such as sexual orientation. At Corebridge Financial, we believe that diversity and inclusion are critical to our future and our mission.

To learn more please visit: www.corebridgefinancial.com

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities. 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].