Senior Compliance Administrator - Retirement Services

About Us

At Corebridge Financial, we believe action is everything. 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 defining our culture and helping 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. 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 strong partnerships with plan sponsors and consultants, a dedicated financial advisor network, and innovative technology solutions, we make retirement planning easy and accessible.

About the Role

As a Senior Compliance Administrator, you will provide support to plan sponsors on plan design, administration of plan provisions, and managing compliance testing based on regulatory requirements. With an understanding of the plans, the census data required, and the testing results, you serve as a consultant to plan sponsors on any issues that arise during the annual testing process. You will work on departmental projects and with Consulting Services to grow additional skills. Additional responsibilities include monitoring plan activities, such as contributions and distributions, calculating vesting, and collaborating with various departments across the organization for our full-service clients.

Responsibilities

• Ensure all regulatory and departmental deadlines are satisfied by providing a timely turn-around.
• Perform nondiscrimination testing (including 402(g), 415(c), ADP, ACP, Top Heavy, Coverage - ratio percent and average benefits, 414(s) Compensation).
• Have ASC compliance testing system experience and quickly become self-sufficient in operating day-to-day administrative systems.
• Actively participate in departmental projects to improve processes and procedures.
• Identify opportunities to consult with clients to simplify and/or improve plan design.
• Partner with management to present proposed changes to clients.

Requirements

• 3+ years’ experience with defined contribution plans: 403(b), 401(k), and 401(a).
• 3+ years’ experience with nondiscrimination testing and controlled group complexities.
• Compliance testing systems experience required (ASC is preferred).
• Excellent written, verbal, and interpersonal communication skills.
• Ability to present information of a complex nature to all levels of management.
• Strong project, research, analytical, and critical thinking skills.
• Ability to work independently with minimal guidance and with a team in a results/deadline-driven environment.
• Proficient with Microsoft Office applications with emphasis on Outlook, Word, Excel, and Adobe.

QKA, QKC, CPC, CEBS, TGPC designations strongly preferred.

Pay

Not all candidates will be eligible for the upper end of the salary range. The actual compensation offered will ultimately depend on multiple factors, including 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.

Benefits

• Health and Wellness: Range of medical, dental, and vision insurance plans, as well as mental health support and wellness initiatives.
• Retirement Savings: Competitive 401(k) Plan with a dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (vests immediately).
• 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: Employees may use up to 16 volunteer hours annually.
• Paid Time Off: Eligible employees start with at least 24 Paid Time Off (PTO) days.

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.

Schedule

This position is based in Corebridge Financial’s Houston, TX, office and is subject to our hybrid working policy, which gives colleagues the benefits of working both in an office and remotely. Minimal travel is required.