The Capital Group Companies, Inc

Retirement Plan Coordinator

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

Qualifications

  • 5+ years in retirement plan market, including design and regulations.
  • Strong understanding of company products and compliance standards.
  • Ability to resolve complex inquiries using business and regulatory knowledge.
  • Proven initiative in identifying issues and recommending effective solutions.
  • Exceptional communication skills and relationship-building abilities.

Responsibilities

  • Manage a book of business as the primary contact for financial professionals and plan sponsors.
  • Provide day-to-day service and support for proprietary bundled plans.
  • Research and coordinate timely resolutions for plan-related inquiries.
  • Analyze plan health to propose design change options.
  • Consult and coach stakeholders through compliance testing and change processes.

Benefits

  • Eligible for an annual performance bonus and a profitability bonus.
  • Retirement plan contributions of 15% on eligible earnings.
  • Access to a comprehensive benefits package, including competitive salary options.
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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