Managing Consultant
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
- Able 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
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
Skills
- 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
Benefits
Corebridge offers a range of competitive benefits as part of the total compensation package, including:
- Health and Wellness: Medical, dental and vision insurance plans, mental health support and wellness initiatives
- Retirement Savings: Competitive 401(k) Plan with 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)
- Employee Assistance Program: Confidential counseling services and resources
- Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000
- Volunteer Time Off: 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
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. We are an Equal Opportunity Employer and committed to being an employer of choice for all individuals regardless of race, color, religion, sex, gender identity or expression, sexual orientation, national origin, disability, neurodivergence, age, veteran status, or any other protected characteristic. We are committed to compliance with all fair employment practices regarding citizenship and immigration status. We are 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. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal opportunity employer and we comply with all applicable federal, state, and local fair employment laws. We are committed to being an equal