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Plan Document Administrator
Plan Document AdministratorCorebridge Financial • Houston, TX, US
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Plan Document Administrator

Plan Document Administrator

Corebridge Financial • Houston, TX, US
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  • [job_card.full_time]
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Retirement Services Plan Document Administrator

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.

Corebridge Financial makes a tremendous difference in people's lives. We help people make some of the most important decisions they're ever going to make. We help them respond to some of life's most difficult moments through the solutions and services we provide, and we help them plan and take action to protect the future they envision. Corebridge Financial brings together a broad portfolio of retirement, life and institutional products offered through an extensive, multichannel distribution network. With our customer-focused service, breadth of product expertise, deep distribution relationships and world-class team of talented employees who are passionate about what they do.

About The Role

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.

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.
  • Skills and Qualification

  • 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.
  • CPC, QKA, CEBS, TGPC designations preferred.
  • This position is based in Corebridge Financial's Houston, TX office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely.

    Why Corebridge?

    At Corebridge Financial, we prioritize the health, well-being, and work-life balance of our employees. Our comprehensive benefits and wellness program is designed to support employees both personally and professionally, ensuring that they have the resources and flexibility needed to thrive.

  • 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.
  • Eligibility for and participation in employer-sponsored benefit plans and Company programs will be subject to applicable law, governing Plan document(s) and Company policy.

    We are an Equal Opportunity Employer. Corebridge Financial is committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. All applicants will be considered for employment based on job-related qualifications and without regard to race, color, religion, sex, gender, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. The Company is also committed to compliance with all fair employment practices regarding citizenship and immigration status. At Corebridge Financial, we believe that diversity and inclusion are critical to building a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our colleagues are respected as individuals and valued for their unique perspectives.

    Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees, including any accommodations needed on the basis of physical or mental disabilities or sincerely held religious beliefs. If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to TalentandInclusion@corebridgefinancial.com.

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