Retirement Plan Services Specialist - PP

"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 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.