Retirement Plan Coordinator

Capital-Group-1; San Antonio (TX); On-site; USD 68,000 - 108,000; Full time

Job summary

Capital Group in San Antonio seeks a Retirement Plan Coordinator to manage a book of business, delivering daily service and support for American Funds bundled plans as the primary contact for financial professionals and plan sponsors.

You will analyze plan health, respond to inquiries, guide plan design changes, and coordinate timely resolutions while upholding regulatory requirements and exceptional client service.

Qualifications

• 5+ years of in-depth retirement plan market knowledge, including retirement plan design, terminology, regulations and procedures.
• Knowledge of applicable regulations and legal requirements.
• Strong communication and collaboration skills.

Responsibilities

• Manage a book of business and provide day-to-day service and support for American Funds bundled plans.
• Coordinate issue resolution and advise on plan design changes by analyzing plan health.

Job description

“I can be myself at work.”You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace.We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.“I can influence my income.”You want to feel recognized at work. Your performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.“I can lead a full life.”You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success.Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work optionsReceive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you loveAccess on-demand professional development resources that allow you to hone existing skills and learn new ones\"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.“I can learn more about Capital Group.”At Capital Group, the success of the people who invest with us depends on the people in whom we invest. That’s why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers. Through nine decades, our goal has been to improve people’s lives through successful investing. We know that our history is a testament to the strength of the people we hire. More than 9,000 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Instagram, YouTube and Glassdoor.Southern California Base Salary Range: $82,218-$131,549San Antonio Base Salary Range: $67,590-$108,144Indianapolis 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.We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.