Managing 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

Managing Consultant

Who we are

Corebridge Financial (Corebridge Financial or CRBG) helps people make some of the most meaningful decisions they’re ever going to make. We help them plan and take action to protect the future they envision and respond to some of life’s most difficult moments through the solutions and services we provide. We do this through our broad portfolio of life insurance, retirement, and institutional products, offered through an extensive, multichannel distribution network. We provide solutions for a brighter future through our client centered service, breadth of product expertise, deep distribution relationships, and outstanding team of hardworking and passionate employees.

At Corebridge Financial, Action is Everything. We are a new company, but not a new business. Formerly AIG Life & Retirement, we are one of the largest and most established providers of retirement solutions and insurance products in the United States, with a long and proven track record of serving our clients. We proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives − for today and tomorrow.

Get to know the business

Life and Retirement is a unique franchise that brings together a broad portfolio of life insurance, retirement and institutional products offered through an extensive, multichannel distribution network. It holds longstanding, leading market positions in many of the markets it serves in the U.S.

This position can be open to remote for the right candidate.

Specific 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
• Consult with plan sponsors on all applicable nondiscrimination testing, plan design, cost projections, determination letters, regulations, plan documents, plan corrections utilizing EPCRS, DOL VFCP and conduct detailed plan document review with plan sponsor. 
• 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 and DOL correction programs.
• 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
• Administer complex escalated regulatory issues.  Utilize extensive command of the IRS and DOL regulations, assess the problem(s), determine the scope and corrective action required with assistance from Corebridge’s legal counsel, as necessary, communicate proposed resolution of the issue with Corebridge staff, key executive employees of the client and their legal counsel in a simplified manner to ensure clear understanding of complex regulatory requirements.
• Function as the project manager of any corrective processes, including filings with the Internal Revenue Service and changes or modifications required of systems or procedures.
• Provide research, analysis, and problem resolution assistance to Compliance Administrators, Account Managers, Implementation Consultants, Plan Document Administrators and financial advisors and other field personnel.
• Partner with Corebridge's operation management to modify policies, procedures, or systems to accommodate the needs of new business acquisition which may require system or procedural changes

What you need to know

• 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.

What our employees like most about working for Corebridge Financial Life & Retirement

• We care about your professional development. Our career progression program will provide you with the opportunity to develop your skills, strengthen your productivity and be eligible to progressively advance to positions with an increased responsibility and increased compensation. 
• Our “Giving Back” policy is at the core of our daily operations and guides our future progress. Don’t believe us?  We put our money where our mouth is! Corebridge Financial will give you up to 16 hours a year paid time off to volunteer in the community.
• Our people are our most important asset therefore we provide a generous benefits plan and competitive pay.

Benefit package includes

• Paid Time Off Corebridge Financial recognizes the importance of work life balance). We offer 24 PTO days to start. YES, 24!
• 17 paid holidays per calendar year. 
• A 401(k) Retirement Plan which will be HARD TO BEAT. Our 401K - $1 for $1 match up to 6% with immediate vesting, plus Corebridge Financial automatically contributes an additional 3% into your 401K regardless of if you enroll or not.

For positions based in Woodland Hills, CA, and Jersey City, NJ the base salary range is $80,000-$90,000 and the position is eligible for a bonus in accordance with the terms of the applicable incentive plan. In addition, we're proud to offer a range of competitive benefits, a summary of which can be viewed here: US Benefits Overview

This role is deemed a “covered associate” under SEC Rule 206(4)-5, 17 CFR § 275.206(4)-5, Political contributions by certain investment advisers, and other federal and state pay-to-play rules. Candidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. Applicants who are selected to move forward with the application process will be required to disclose all U.S. political contributions they and their household family members have made over the past two years.

Applications will be accepted for this position until a satisfactory candidate pool has been identified.

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 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

Corebridge Financial is committed to working with and providing reasonable accommodations to job applicants and employees with physical or mental disabilities.  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.

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

Applications will be accepted for this position until a satisfactory candidate pool has been identified 

Functional Area:

OP - Operations

Estimated Travel Percentage (%): No Travel

Relocation Provided: No

American General Life Insurance Company

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