Senior Compliance Administrator - Retirement Services

Corebridge Financial•Houston, TX

12d•Hybrid

About The Position

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. For nearly 60 years, we’ve helped millions of Americans turn their vision for retirement into reality. That’s why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities. As a Senior Compliance Administrator, you will provide support to plan sponsors on plan design, administration of plan provisions, and managing compliance testing based on regulatory requirements. With an understanding of the plans, the census data required, and the testing results you serve as a consultant to plan sponsors on any issues that arise during the annual testing process. Working on departmental projects and with Consulting Services will open opportunities to grow additional skills. Monitoring plan activities, including contributions and distributions, calculating vesting, and working with various departments across the organization for our full-service clients are some of your additional responsibilities.

Requirements

3+ years’ experience with defined contribution plans: 403(b), 401(k), and 401(a)
3+ years’ experience with nondiscrimination testing and controlled group complexities
Compliance testing systems experience required (ASC is preferred)
Excellent written, verbal, and interpersonal communications skills
Ability to present information of a complex nature to all levels of management
Strong project, research, analytical and critical thinking skills
Ability to work independently with minimal guidance and with a team in a results/deadline driven environment
Proficient with Microsoft Office applications with emphasis on Outlook, Word, Excel, and Adobe

Nice To Haves

QKA, QKC, CPC, CEBS, TGPC designations strongly preferred

Responsibilities

Ensure all regulatory and departmental deadlines are satisfied by providing a timely turn-around
Perform nondiscrimination testing (including 402(g), 415(c), ADP, ACP, Top Heavy, Coverage - ratio percent and average benefits, 414(s) Compensation)
Have ASC compliance testing system experience and quickly become self-sufficient in operating day-to-day administrative systems
Actively participates in departmental projects to improve processes and procedures
Identify opportunities to consult with clients to simplify and/or improve plan design
Partner with management to present proposed changes to clients
Monitoring plan activities, including contributions and distributions, calculating vesting, and working with various departments across the organization for our full-service clients