Note: The job is a remote job and is open to candidates in USA. Corebridge Financial is a provider of retirement solutions and insurance products, and they are seeking a Managing Consultant to enhance their retirement planning services. The role involves coordinating client requests, ensuring compliance with retirement regulations, and consulting with plan sponsors on plan design and corrections.
Responsibilities
- 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
- Ability 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
Skills
- 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
- Ability 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
- 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
- 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.
Company Overview