Retirement Plan Services Specialist PP

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 r 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 options
• Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love
• Access on-demand professional development resources that allow you to hone existing skills and learn new ones

I can succeed as a Retirement Plan Service Specialist at Capital Group.

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're 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.

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 Linked In, Instagram, You Tube and Glassdoor.

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…