Plan Document Administrator

Who We Are

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 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.

We tell the powerful story of how Corebridge makes it possible for more people and institutions to take action in financial lives – for their own and on behalf of others. Our team designs and executes advertising programs, internal and external communications strategies, and client and prospect engagement programs to showcase who Corebridge is to our customers, distribution partners, and employees.

Our team oversees brand positioning and strategy, digital and social media, employee and executive communications, media relations, industry research and thought leadership, product marketing, customer regulatory communications, and social impact and sponsorship programming.

As a Plan Document Administrator, you will be responsible for managing the documentation, design, and compliance of retirement plans (401(k), 403(b), 457(b)). Drafting plan documents, restatements, and amendments while ensuring compliance with IRS and DOL regulations. Key tasks include updating plan provisions, assisting with regulatory restatements, and working closely with our clients to ensure the document meets their needs.

• Have experience with 403(b), 401(k), and 457(b) plan documents
• Consult clients on plan provisions and administrative complexities, with a focus on the plan sponsor’s objectives and ease in administration
• Create, amend, and restate plan documents & Summary Plan Descriptions (SPDs) to reflect law changes
• Ensure plans meet IRS/DOL, ERISA regulations.
• Provide recommendations to improve customer experiences, effectiveness, and efficiency of the team
• Assist management in collecting data for reporting and representing the team on projects

• 3+ years’ experience with 403(b), 401(k), and 457(b) plans
• Strong understanding of IRC regulations, ERISA, and plan document provisions, including understanding plan provision implications
• 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

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

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.

• 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…