The Capital Group Companies, Inc

Retirement Plan Coordinator

Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years of extensive knowledge in retirement plans and design
  • Strong understanding of regulations and compliance in the retirement sector
  • Competence in resolving complex inquiries in financial regulations
  • Proven ability to identify issues and propose effective solutions
  • Exceptional communication skills with a focus on collaboration and relationship management

Responsibilities

  • Manage a portfolio of retirement plans and deliver daily client support
  • Serve as the main contact for financial professionals and plan sponsors
  • Research and resolve inquiries regarding retirement plans
  • Analyze plan health and propose design changes
  • Consult and coach clients through compliance testing processes

Benefits

  • Individual annual performance bonus
  • Company-wide annual profitability bonus
  • Retirement plan with a 15% contribution on eligible earnings
  • Access to a variety of internal opportunities and a talent community
Full Job Description

"I can succeed as a Retirement Plan Coordinator at Capital Group."

As a Retirement Plan Coordinator, you will be responsible for managing a book of business and enjoy providing day-to-day service and support for American Funds proprietary bundled plans, acting as the main point of contact for financial professionals and plan sponsors. You will research issues and questions to coordinate a timely resolution, as well as consider plan design changes by analyzing the plan’s health to provide options for solutions. You enjoy consulting and coaching financial professionals/sponsors through change processes, including qualified plan and compliance testing, to ensure all data is provided in a timely manner and deliver all testing results.

 

“I am the person Capital Group is looking for.”

  • You have 5+ years of in-depth retirement plan market knowledge, including retirement plan design, terminology, regulations and procedures and know how to apply it to work assignments.
  • You enjoy staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements.
  • You will resolve complex inquiries related to our plans by utilizing resources to understand business and regulatory requirements.
  • You demonstrate initiative to identify issues, recommend solutions and make sound judgment in resolving matters of complexity.
  • You enjoy collaborating and maintaining relationships, both internally and externally, and pride yourself on your strong communication skills.

“I can apply in less than 4 minutes.”  

  

You’ve reviewed this job posting and you’re ready to start the candidate journey with us. Apply now to move to the next step in our recruiting process. If this role isn’t what you’re looking for, check out our other opportunities and join our talent community.  

  

Southern California Base Salary Range: $82,218-$131,549

San Antonio Base Salary Range: $67,590-$108,144

Indianapolis Base Salary Range: $71,995-$115,192

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

You can learn more about our compensation and benefits here.

* Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.

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