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Retirement Plan Documents Manager

Corebridge Financial

(Houston TX / Hybrid)

Who we are

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.

As a Retirement Plan Documents Manager, you will oversee the organization’s plan document work on a departmental level, to ensure that all departmental and regulatory deadlines are met, as well as monitor and resolve ongoing issues with high touch, high profile clients. You will frequently participate in client meetings pertaining to plan documents and may perform plan document walk throughs. Stay current on changing defined contribution plan document regulatory requirements and work closely with our legal team to understand the impact of regulatory changes and plan document provisions.  Ensure organizational objectives are met by planning, directing, and controlling the activities of your team.  

We want to hear from you today if you:

• Facilitate technical training for team members, including the plan document requirements driven by regulatory and law changes
• Ensure high levels of team performance by meeting all client deliverables, in addition to all regulatory and compliance deadlines
• Seek to understand, acknowledge, and respond to issues and business challenges faced by clients
• Create, monitor and follow-up on execution of plans, utilizing project plans and available tools
• Communicate and present confidently on plan provisions and regulations to high profile clients
• Diverse plan types requiring documents: 403(b), 401(k), governmental, church, nonqualified plan under IRC 457(b), 457(f), 409(A) and 415(m) experience a plus

What we are looking for

• Bachelor’s degree or comparable experience in a business-related field  
• 3+ years prior experience working with retirement plans and/or plan documents
• 3+ years prior experience managing a team
• Project management skills; problem solving skills; process improvement skills
• Excellent communication skills; coaching and counseling
• QKA and/or TGPC designations and ASC plan document software experience a plus

What our employees like most about working for Corebridge Financial

• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial, will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan and competitive pay. Benefit package includes:
• Paid Time Off (Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24! 17 paid holidays. 
• A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

How to Apply

Apply Now

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