Plan Document Administrator

Corebridge Financial • Houston, TX

2d • Hybrid

About The Position

As a Retirement Services Plan Document Administrator, you will be responsible for working with clients on drafting retirement plan documents and restatements, including regulatory amendments, and working with a team of individuals on plan document projects.

Requirements

• 1.5+ years’ experience with plans under IRC 403(b), 401(k), and 457(b), including a knowledge of plan provision implications to participants and plan sponsor
• 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 plan documents that fall under IRC for 403(b), 401(k), and 457(b)
• Discuss with plan sponsors plan document provisions, explaining administrative complexities, and focus on plan sponsor’s objectives and ease in administration.
• Complete plan document tasks consisting of creating new documents, restating, or amending existing documents.
• 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.

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
• Number of Employees: 5,001-10,000 employees