Retirement Plan Coordinator
About The Position
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.
Requirements
- 5+ years of in-depth retirement plan market knowledge, including retirement plan design, terminology, regulations and procedures
- Ability to apply retirement plan knowledge to work assignments
- Staying informed of the company's products and services, policies and procedures and applicable regulations and legal requirements
- Ability to resolve complex inquiries related to our plans by utilizing resources to understand business and regulatory requirements
- Demonstrated initiative to identify issues, recommend solutions and make sound judgment in resolving matters of complexity
- Ability to collaborate and maintain relationships, both internally and externally
- Strong communication skills
Responsibilities
- Managing a book of business
- 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
- Researching issues and questions to coordinate a timely resolution
- Considering plan design changes by analyzing the plan’s health to provide options for solutions
- Consulting and coaching financial professionals/sponsors through change processes, including qualified plan and compliance testing
- Ensuring all data is provided in a timely manner
- Delivering all testing results
Benefits
- Competitive salary
- Bonuses
- Company-funded retirement contribution (15% of eligible earnings)
- Generous time-away benefits
- Health benefits
- Flexible work options
- 2-for-1 matching gifts for charitable contributions
- Opportunity to secure annual grants for organizations
- On-demand professional development resources
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
