Corebridge Financial

Sr. Pension Consultant

Corebridge Financial$80K — $110K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree with 2+ years in retirement industry and defined contribution plan administration.
  • Knowledge of IRC, DOL, ERISA, and tax regulations for defined contribution plans.
  • Excellent written and verbal communication skills, especially with plan sponsors and consultants.
  • Proficient in Microsoft Office, particularly Outlook, Word, Excel, and Adobe Acrobat.
  • Preferred industry designations (CPC, QKA, CEBS, TGPC) are a plus.

Responsibilities

  • Consult with plan sponsors on nondiscrimination testing and plan design.
  • Utilize EPCRS principles for plan corrections.
  • Understand controlled groups and affiliated service group limits for compliance.
  • Collaborate with departments to complete projects.
  • Assist management with onboarding new plans and address design-related issues.
  • Conduct research and provide solutions for compliance issues across teams.
  • Guide plan sponsors in responding to IRS and DOL audits.

Benefits

  • Comprehensive health, dental, and vision insurance options.
  • Competitive 401(k) plan with immediate company contributions and matching up to 6%.
  • Employee Assistance Program offering confidential counseling services.
  • 1:1 matching for charitable donations up to $5,000.
  • 16 hours of annual Volunteer Time Off for community support initiatives.
  • Minimum of 24 Paid Time Off days for work-life balance.
Full Job Description

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 Sr. Pension Consultant, you will be responsible for consulting with plan sponsors, consultants, attorneys on all aspect of defined contribution retirement plans including nonqualified plans and non-ERISA plans.

Responsibilities

  • Consult with plan sponsors on nondiscrimination testing, plan design, assist with cost projections and plan documents questions.
  • Experience with plan corrections utilizing the principles under EPCRS. 
  • General understanding of controlled groups and affiliated service groups with regards to plan limits and nondiscrimination testing.
  • Ability to work with various departments to complete assigned projects.
  • Assist with the acquisition’s management team with onboarding new plans by identifying and communication issues related to plan design and operations.
  • Provide research, analysis, and problem resolution assistance on plan compliance issues to various teams across the organization.
  • Assist with escalated plan compliance/regulatory issues.
  • Provide guidance and assistance to plan sponsors to successfully respond to IRS and DOL plan audits.

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

  • Some experience and knowledge of IRC, DOL, ERISA, tax laws and regulations that are applicable to defined contribution plans.
  • Bachelor's Degree with 2+ years related experience in the retirement industry with administration of defined contribution retirement plans including 401(k), 403(b), 401(a), Profit Sharing, Money Purchase plans.
  • Excellent written and verbal communication skills.
  • Experience communicating with plan sponsors, attorneys, and consultants.
  • Ideal 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.
  • ASPPA or other industry designations preferred (CPC, QKA, CEBS, TGPC).

Work Location

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.

#LI-ST1 #HYBRID

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.

Corebridge Financial is 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.  If you believe you need a reasonable accommodation in order to search for a job opening or to complete any part of the application or hiring process, please send an email to [email protected].  Reasonable accommodations will be determined on a case-by-case basis, in accordance with applicable federal, state, and local law.

We will consider for employment qualified applicants with criminal histories, consistent with applicable law.

To learn more please visit: www.corebridgefinancial.com

Functional Area:

OP - Operations

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

American General Life Insurance Company

About Corebridge Financial

Corebridge Financial, formerly AIG Life & Retirement, provides a diverse range of retirement planning, insurance, and financial solutions to help individuals and businesses financially prepare for the future. Their product suite includes annuities, life insurance, employer-sponsored retirement plans, and more to aid retirement readiness, protect assets, and manage risks. Corebridge believes financial security is possible for everyone through thoughtful education, planning, and purposeful action. They aim to move financial futures forward by making it easy for more people to take steps toward their goals today.

Corebridge Financial Careers

Joining Corebridge Financial presents an unparalleled opportunity to become part of a leading team of professionals dedicated to financial innovation and solutions. This is a pivotal time to engage with a company that values growth, leadership, and diversity in its workforce.

Explore Job Opportunities

Corebridge Financial offers a variety of job opportunities that cater to seasoned professionals and newcomers alike. Whether it's a position in management, finance, technology, or customer service, Corebridge Financial is actively hiring individuals who are passionate, driven, and ready to contribute to a thriving team.

Internship Programs

Kickstart a career in finance with Corebridge Financial’s internship programs. These opportunities are designed for individuals seeking to gain hands-on experience and develop essential skills in a real-world setting. Internships at Corebridge Financial are a gateway to full-time employment and offer a deep dive into the financial sector’s dynamic environment.

Professional Growth and Development

Corebridge Financial is committed to the professional growth of its employees. With comprehensive training programs and access to diverse career paths, employees can explore various facets of the financial industry. Leadership development and diversity training ensure that all team members are equipped for success and prepared to lead.

Benefits and Culture

The culture at Corebridge Financial is built on a foundation of innovation and inclusive values. Employees enjoy a range of benefits designed to support their professional and personal lives. From health and wellness programs to competitive retirement plans, Corebridge Financial invests in the well-being of its team members.

Networking and Career Advancement

Networking within Corebridge Financial leads to valuable connections and expansive career advancement opportunities. Employees are encouraged to engage in events and activities that foster professional relationships and personal growth.

Applying for a Position

To apply for a position at Corebridge Financial, candidates should prepare a resume that highlights relevant experience and skills. The interview process is designed to assess not only professional qualifications but also a candidate’s fit within the company’s culture. Corebridge Financial seeks individuals who are solution-driven and ready to contribute to a team.

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Join the Corebridge Financial Team

Search open positions that match skills and interests on the Corebridge Financial careers page. The company looks for curious, creative, and dedicated team players ready to make a significant impact in the financial industry.

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Learn more about Corebridge Financial
Size
10,001 employees
Industry

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