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Corebridge Financial · 2 days ago

Managing Consultant

Los Angeles, CA

Full-time

Onsite

Mid, Senior Level

$60K/yr - $80K/yr

5+ years exp

Corebridge Financial is a leading retirement plan provider dedicated to helping individuals achieve their financial goals. The Managing Consultant role involves providing expert consultation on retirement plans, ensuring compliance with regulations, and fostering strong relationships with plan sponsors and clients.

Financial ServicesInsuranceLife Insurance

Responsibilities

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

Qualification

Retirement plans expertiseIRS DOL regulations knowledgeDefined contribution plans administrationMicrosoft Office proficiencyProject management skillsAnalytical skillsCompliance consultingAudit supportCommunication skillsTeamworkProblem-solvingInitiativeRelationship buildingAttention to detail

Required

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

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

Preferred

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.