Apply on Employer Site

Corebridge Financial · 1 day ago

Sr. Pension Consultant

United States

Full-time

Remote

Mid, Senior Level

2+ years exp

Corebridge Financial is a leading retirement plan provider that partners with financial professionals to help individuals take action in their financial lives. As a Sr. Pension Consultant, you will consult with plan sponsors and attorneys on defined contribution retirement plans, providing expertise in compliance and plan design.

Financial ServicesInsuranceLife Insurance

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

Qualification

IRC knowledgeDOL regulationsERISA complianceDefined contribution plansMicrosoft Office proficiencyCommunication skillsProblem resolutionResearch skillsAnalytical skillsTeam collaborationLeadershipAttention to detail

Required

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

Preferred

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

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.