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Corebridge Financial

Provides retirement solutions and life insurance.

Assistant General Counsel - Retirement Services, Tax and ERISA

Legal Counsel & Legal SupportConfirmed live in the last 24 hours
Full-time$135k - $184k

About the Job

Requirements

  • In-house experience within the financial services and/or retirement plan services industry, working with or supporting retirement plan providers and related investment arrangements.
  • Ideally, prior experience includes work with a financial services company serving not-for-profit group retirement plan markets through the provision of products, services, and captive distribution.
  • Ability to work in a fast-paced environment and find creative solutions on diverse matters requiring complex legal and strategic analysis.
  • Ability to serve as a trusted advisor, strategic partner, and collaborator with peers, leaders, and business partners.
  • Written and verbal communication skills, including the ability to advocate in writing and orally and deliver clear legal advice to a wide variety of audiences.
  • Organizational and project management skills.
  • Working knowledge of annuities, mutual funds, and/or other retail financial products, and of ERISA, DOL, and IRS legal frameworks as they apply to retirement products and services.
  • Many years of experience as in-house counsel in a relevant business environment, with subject matter expertise in group retirement plans, including tax regulations, ERISA, product and operational compliance, and strong business acumen.
  • Knowledge of state laws applicable to retirement products and services.
  • Experience handling regulatory exams and investigations.
  • JD and admission to at least one bar.

Responsibilities

  • Provide support on legal and regulatory issues arising from CRBG Retirement Services’ retirement businesses, primarily concerning IRS, ERISA, DOL, and state insurance law issues affecting financial services products and services in the not-for-profit group retirement plan and retail markets, including variable and fixed annuities, advisory accounts, mutual funds, and other retirement solutions.
  • Provide support on plan acquisition and administration, annuity product development, recordkeeping services, broker-dealer and investment-adviser operations, transfer-agent operations, and defined-contribution retirement plan compliance.
  • Work with non-qualified deferred compensation plans, including their design, implementation, and ongoing administration; partner with business lines and the plan document unit to support plan design, eligibility criteria, and participant communications; and ensure compliance with Section 409A of the tax code and other applicable regulations.
  • Collaborate across the organization, including with Legal, Risk, and Compliance peers and staff at all levels, to ensure consistency of approach and practice across business lines.
  • Draft, review, and negotiate commercial agreements, including Plan Sponsor Service Provider Agreements and insurance contract amendments, riders, and endorsements, to align with state insurance laws.
  • Identify courses of action and make risk-based recommendations in the context of the broader organizational culture, adapting to an evolving corporate environment.
  • Advise on and manage legal matters supporting CRBG Retirement Services business operations, consumer complaint responses, and other legal inquiries.
  • Lead legal review and response efforts for plan sponsor requests for proposals and related acquisition opportunities to support business growth and retention.
  • Monitor and analyze legislative and regulatory developments, deliver practical legal guidance, and partner with business stakeholders to implement changes needed to comply with new or evolving legal and regulatory requirements.

About the Company

Corebridge Financial

Provides retirement solutions and life insurance.

Corebridge Financial provides retirement solutions and life insurance in the United States through its wholly owned subsidiaries, serving individuals and institutions via financial professionals. Its offerings cover four areas—Individual Retirement, Retirement Services, Life Insurance, and Institutional Markets—accessible through advisors and plan administrators and including retirement accounts, plan services, life policies, and institutional products. The breadth of its four-line portfolio and its established partner network help coordinate both personal and institutional needs. Its goal is to help people take action in their financial lives today and tomorrow while managing risk and pursuing growth for clients and stakeholders.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Crockett, TX
Founded
1957

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