Non-Qualified Plan Specialist

Corebridge Financial • Houston, TX

8d • Hybrid

About The Position

As a Non-Qualified Plan Specialist, you will be responsible for managing assigned non-qualified deferred compensation relationships, including daily administration of assigned accounts. You will assist clients by monitoring participant elections, distributions, and reporting, and ensuring plans are regulatory compliant. Problem identification and resolution are key, as you work closely with our clients and internal partners on all aspects of non-qualified plans. We want to hear from you today if you: Have experience with plans that fall under IRC 409A, 457(b), 457(f), 415(m) and SERP plans Consult with plan sponsors on plan document provisions, explaining administrative complexities Oversee daily operations, including payroll monitoring, participant enrollments, distributions, and reviews Act as a liaison between plan sponsors and employees, providing educational materials and resolving inquiries Assist your team in providing quality review of key administrative tasks 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 on projects related to business or regulatory changes

Requirements

• 5+ years’ extensive experience with non-qualified plans under IRC 409A, 457(b), 457(f), and 415(m)
• Strong writing and communications skills.
• Ability to effectively and professionally communicate with plan sponsors, attorneys, and consultants.
• Must be a well-organized self-starter who can effectively analyze a problem, articulate a well-thought-out solution plan, and deliver results
• Proficient with Microsoft Office applications with emphasis on Outlook, Word, Excel, and Adobe Acrobat.

Nice To Haves

• Specialized certifications, such as the Nonqualified Plan Consultant (NQPC™)

Responsibilities

• managing assigned non-qualified deferred compensation relationships, including daily administration of assigned accounts
• assisting clients by monitoring participant elections, distributions, and reporting, and ensuring plans are regulatory compliant
• consulting with plan sponsors on plan document provisions, explaining administrative complexities
• overseeing daily operations, including payroll monitoring, participant enrollments, distributions, and reviews
• acting as a liaison between plan sponsors and employees, providing educational materials and resolving inquiries
• assisting your team in providing quality review of key administrative tasks
• providing process and procedure recommendations to management to improve customer experiences, effectiveness, and efficiency of team operations
• assisting management as required in administrative functions such as collecting data for reporting or serving on projects related to business or regulatory changes

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed