Corebridge Financial · 18 hours ago
Plan Document Administrator
Houston, TX
Full-time
Hybrid
Entry Level
1+ years expCorebridge Financial is dedicated to partnering with financial professionals to empower individuals in their financial lives. As a Retirement Services Plan Document Administrator, you will draft retirement plan documents, manage regulatory amendments, and collaborate with clients and team members on plan document projects.
Financial ServicesInsuranceLife Insurance
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
Qualification
Required
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
Preferred
CPC, QKA, CEBS, TGPC designations preferred
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.
Company
Corebridge Financial
Corebridge Financial is a providers of retirement solutions and insurance products. It is a sub-organization of AIG.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$10.25BKey Investors
Nippon Life Insurance Company of Japan
2025-11-04Post Ipo Secondary· $1B
2025-08-06Post Ipo Secondary· $1B
2024-11-07Post Ipo Secondary· $936M
Leadership Team
Alan Colberg
Lead Independent Director and Chair Nominating and Corporate Governance Committee
Ryan Vickerman
Digital Creative Director
Recent News
2026-01-07
2025-12-02
Company data provided by crunchbase