The Capital Group Companies, Inc

Retirement Plan Services Specialist - PP

Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of experience in retirement plan administration or similar role
  • Strong understanding of retirement plan design, terminology, regulations, and procedures
  • Familiarity with Retirement Plan Services operations and product offerings
  • Excellent problem-solving skills and critical thinking ability
  • Strong interpersonal and communication skills for collaboration with internal and external stakeholders
  • High learning agility and ability to stay informed about industry regulations and company policies
  • ASPPA Retirement Plan Fundamentals (RPF) Certificate and knowledge of 401(k) plans preferred; additional industry credentials like QKA or QKC are a plus

Responsibilities

  • Provide daily service and support for PPTPA customers via phone, email, and online portal
  • Liaise with sponsors, financial professionals, TPAs, and other partners to ensure plan administration accuracy
  • Respond to inquiries and requests from external auditors with appropriate data
  • Educate clients on web tools and administrative features of our retirement products
  • Provide detailed information on system functionalities and processing
  • Resolve complex inquiries with action-oriented solutions
  • Maintain ongoing relationships and communication with both internal teams and clients

Benefits

  • Highly competitive base salary
  • Individual annual performance bonus
  • Annual profitability bonus based on company performance
  • Retirement plan with a generous employer contribution of 15% of eligible earnings
  • Ongoing professional development opportunities
Full Job Description
As a Retirement Plan Services Specialist, you will provide day-to-day service and support for Plan Premier Third-Party Administrator (PPTPA) customers responding to inquiries received via inbound phone calls, emails, and online portal. You will liaise with internal and external contacts including the plan sponsor, financial professional, TPAs and business partners (e.g., Empower Institutional) to ensure accurate ongoing administration of plans. You will respond to requests from external auditors; evaluate the purpose of the audit and information requested to provide appropriate data. Your scope will include educating clients on web tools, admin features, pricing, and product features/services; providing an in-depth overview of system and product features, functionality and processing as needed. "I am the person Capital Group is looking for." - You have a working knowledge of administration of retirement plan design, terminology, regulations and procedures and ability to apply to work assignments. - You have a working knowledge of Retirement Plan Services (RPS) operations, capabilities, and product offerings and ability to apply to work assignments. - You're highly resourceful and a critical thinker. You think outside the box and present alternative solutions. - You are action oriented with excellent problem-solving skills to tackle complex inquiries/requests. - You enjoy collaborating and maintaining relationships, both internally and externally, and pride yourself on your strong communication skills. - You have high learning agility and enjoy staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements. - You hold ASPPA Retirement Plan Fundamentals (RPF) Certificate and have 401(k), 401(b) Retirement Plan Knowledge. Industry Credentials such as QKA, QKC are a plus. San Antonio Base Salary Range: $63,180-$101,088 Orange County Base Salary Range: $76,882-$123,011 Indianapolis Base Salary Range: $67,293-$107,669 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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