Senior Retirement Consultant

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 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.

Who You’ll Work With

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

As a Senior Retirement Consultant, you will be responsible for consulting with clients on plan document best practices, drafting retirement plan documents and restatements, including regulatory amendments, and working with a team of individuals on plan document projects.

Responsibilities

• Have experience with plan documents that fall under IRC for 403(b), 401(k), and 457(b)
• Consult with plan sponsors on plan document provisions, explaining administrative complexities, and conduct detailed plan document walk throughs, focusing on plan sponsor’s objectives and ease in administration. 
• Complete plan document tasks consisting of creating new documents, restating, or amending existing documents.
• Provide process and procedure recommendations to management to improve customer experiences, effectiveness, and efficiency of team operations.
• Assist management as required in administrative functions such as collecting data for reporting or serving as a functional area SME on projects related to business or regulatory changes

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

• 3+ years’ experience with plans under IRC 403(b), 401(k), and 457(b), including a knowledge of plan provision 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 $70,000 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 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 ne