Senior Compliance Administrator - Retirement Services

Vista previa de la oferta

Senior Compliance Administrator - Retirement Services

senior · Risk & Compliance

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.

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.  Working on departmental projects and with Consulting Services will open opportunities to grow additional skills. Monitoring plan activities, including contributions and distributions, calculating vesting, and working with various departments across the organization for our full-service clients are some of your additional responsibilities.

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 participates 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

Skills and Qualifications

• 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 communications 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

Compensation

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 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.

Estimated Travel

Minimal travel.

#LI-RL1 #LI-SAFG #LI-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.
• Employee Assistance Program: Confidential counseling services and resources are available to all employees.
• 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 TalentandInclusion@corebridgefinancial.com.  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: