Sr. Pension Consultant

Corebridge Financial • Houston, TX

1d • Hybrid

About The Position

As a Sr. Pension Consultant, you will be responsible for consulting with plan sponsors, consultants, attorneys on all aspect of defined contribution retirement plans including nonqualified plans and non-ERISA plans.

Requirements

• Some experience and knowledge of IRC, DOL, ERISA, tax laws and regulations that are applicable to defined contribution plans.
• Bachelor's Degree with 2+ years related experience in the retirement industry with administration of defined contribution retirement plans including 401(k), 403(b), 401(a), Profit Sharing, Money Purchase plans.
• Excellent written and verbal communication skills.
• Experience communicating with plan sponsors, attorneys, and consultants.
• Ideal 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

• ASPPA or other industry designations preferred (CPC, QKA, CEBS, TGPC).

Responsibilities

• Consult with plan sponsors on nondiscrimination testing, plan design, assist with cost projections and plan documents questions.
• Experience with plan corrections utilizing the principles under EPCRS.
• General understanding of controlled groups and affiliated service groups with regards to plan limits and nondiscrimination testing.
• Ability to work with various departments to complete assigned projects.
• Assist with the acquisition’s management team with onboarding new plans by identifying and communication issues related to plan design and operations.
• Provide research, analysis, and problem resolution assistance on plan compliance issues to various teams across the organization.
• Assist with escalated plan compliance/regulatory issues.
• Provide guidance and assistance to plan sponsors to successfully respond to IRS and DOL plan audits.

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