Plan Document Administrator

Corebridge Financial•Houston, TX

1d•Hybrid

About The Position

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.

Requirements

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

Nice To Haves

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