Job Description

Life And Retirement Position

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.

For nearly 60 years, we've helped millions of Americans turn their vision for retirement into reality. That's why so many plan sponsors and plan participants continue to place their trust in us year after year. The average length of our relationships with plan sponsors is approximately 28 years, and roughly three in ten in-plan individual clients have been with us for more than 20 years. We are a leading retirement plan provider for K-12 schools, healthcare, government, higher education and other not-for-profit institutions. Through our strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions and tools, we make retirement planning easy and accessible and help people turn their financial dreams into realities.

About the role:

Life and Retirement is a unique franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. It holds longstanding, leading market positions in many of the markets it serves in the U.S.

Responsibilities:

• Bachelor's Degree or 4+ years related experience in the retirement industry
• Strong research, analytical and critical thinking skills a must. Excellent communication skills written, verbal and interpersonal
• Positive attitude and works well in a team environment
• High level of initiative and able to work independently to achieve objectives
• Proficient in Microsoft Office suite of software with strong experience in Excel
• In depth understanding of retirement plans required with a current CPC, QPA or QKA ASPPA designation. Experience with IRS EPCRS correction program a plus
• Using project management skills to coordinate client requests, problem resolution, and retirement plan changes
• Establishing excellent working relationships with others within the organization and outside the organization in order to achieve common objectives
• Strong analytical and decision-making skills
• Utilizing a strong understanding of plan provisions for retirement plans and how this applies to day-to-day operations
• In depth understanding of DOL and IRS regulations as it pertains to all types of retirement plans (403b Plan, 401k Plan, Profit sharing Plan, Money Purchase Plan and executive deferred compensation plans) including ERISA and nonERISA requirements
• Ability to consult with plan sponsors on plan design, compliance and plan corrections in accordance with IRS and DOL guidance
• Perform IRS/DOL audit support for plans under audit
• Handle ad hoc inquiries as it relates to plan compliance questions, corrections, cost projections and plan documents etc
• SME participation in and support for internal strategic projects

Please note this is not an exhaustive list of all responsibilities of the position, and the requirements of the job may change in line with business needs.

Skills and qualifications:

• Extensive knowledge of IRC, DOL, ERISA, tax laws and regulations that are applicable to defined contribution plans.
• 5+ years' experience with administration of defined contribution retirement plans including 401(k), 403(b), 401(a), Profit Sharing, Money Purchase, including a thorough knowledge of the tax reporting, tax implications to participants and plan sponsors.
• 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.

Compensation:

The anticipated salary range for this position is $60,000 to $80,000 at the commencement of employment. Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately be dependent on multiple factors, which may include the candidate's geographic location, skills, experience and other qualifications.

In addition, the position is eligible for a discretionary bonus in accordance with the terms of the applicable incentive plan. Corebridge also offers a range of competitive benefits as part of the total compensation package, as detailed below.

Work location:

This position is based in Corebridge Financial's Houston, TX, Woodland Hills, CA and Jersey City, NJ offices and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. This position is currently designated as remote.

Estimated travel:

Minimal travel.

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.

Benefit offerings include:

• 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.

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