Retirement Plan Coordinator

Here's the deal. You can do top-notch work for a world-class organization and make a difference in people's lives. It's that simple.

We're The Capital Group Companies, a 75-year-old investment management company that prides itself on creating an environment in which our associates feel they can succeed and be valued for their contributions. We're the home of American Funds, one of the three largest mutual fund families in the United States. The benefits of working at Capital include interesting work, exceptional colleagues, a comfortable workplace, competitive salaries and bonuses, and health and life benefits from day one.


Job Description
Here's the deal. You can do top-notch work for a world-class organization and make a difference in people's lives. It's that simple.

We're The Capital Group Companies, a 75-year-old investment management company that prides itself on creating an environment in which our associates feel they can succeed and be valued for their contributions. We're the home of American Funds, one of the three largest mutual fund families in the United States. The benefits of working at Capital include interesting work, exceptional colleagues, a comfortable workplace, competitive salaries and bonuses, and health and life benefits from day one.The Retirement Plan Coordinator acts as the relationship and technical liaison between the recordkeeper, investment adviser, trustee, plan sponsor and American Funds. Responsibilities for the Retirement Plan Coordinator include: coordinating all aspects of installation and conversion for retirement plan clients to the program recordkeeper and trustee to ensure an accurate, complete, timely and efficient transition of assets. Periodically monitoring activity of plan related transactions, ensuring timely statement and report delivery, and troubleshooting service issues as required. Acting as technical and educational resource to all parties. Serving as technical and operational resource to the retirement plan marketing department and other related areas as required.Qualifications

In-depth knowledge of the 401K industry with a working knowledge of Qualified Plan requirements and testing criteria, ERISA concepts, plan design and implementation processes and compliance requirements

Comfortable working independently and in a team environment

Have a high degree of accuracy, follow through and attention to detail

Excellent verbal and written communication skills including experience in meeting facilitation

Knowledge of software applications such as Microsoft Word and Excel

Experience in the financial, mutual fund or recordkeeping industry is preferredWe offer excellent salaries, a progressive environment and a premier benefits package that includes:
Medical, dental and vision coverage effective day one

Three weeks vacation in year one

15% of annual salary plus bonuses contributed by the company to your retirement plan, up to IRS limits

Generous educational assistance

Health club subsidy

Paid, comprehensive training programs

Team-oriented working environment

Business casual dress
We are proud to be an Equal Opportunity Employer.