Retirement Plan Services Specialist - PlanPremier

Date: Jul 28, 2022

Location: Carmel, IN, US, 46032

Company: Capital Group

Req ID: 51662 

Location: Carmel

Other location(s): Carmel (IN); Irvine (CA); San Antonio (TX) 


“I can be myself at work.”


You define yourself by more than just a job title, and we want you to feel comfortable bringing your true self to work. We value your talents, your traditions and your take on the world  ̶  everything that makes you unique. We’re working hard to advance diversity, equity and inclusion in our organization and our communities because we know that what makes us different makes us better.


We want you to feel a strong sense of belonging. We value and welcome your experiences, ideas and identity. Over 40 employee resource groups unite our people and help to develop our collective empathy through unfiltered conversations about race, ethnicity, gender, gender identity, sexual orientation, faith, disabilities, mental health and so much more.


“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 be the equivalent of 15% of your annual 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


Retirement Plan Services Specialist


Role summary: Demonstrates full knowledge level in assigned area and works under direction only as needed. Provides day-to-day service and support for PlanPremier Third Party Administrator (PPTPA) customers responding to inquiries received via inbound phone calls, emails and online portal. Liaises 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. May proactively educate clients on current product features and communicate new enhancements and other PPTPA product changes. Currently we are working in a hybrid model, coming into the office once a week, every other week. Training would be virtually for 6-7 weeks.


Primary responsibilities/essential functions:

  • Provides service and support for unbundled plans by phone, email and online portal.
  • Educates clients on web tools, admin features, pricing, and product features/services; provides in-depth overview of system and product features, functionality and processes as needed.
  • Contacts clients to inform of enhancements to AF products and services.
  • Responds to requests from external auditors; evaluates the purpose of the audit and information requested to provide appropriate data. Identifies and escalates concerns to management.
  • Partners with vendors to create a superior service experience by consistently achieving service level expectations related to quality and timing.
  • Performs additional responsibilities as assigned.


Business & Technical Skills:

  • Demonstrates working knowledge of administration of retirement plan design, terminology, regulations and procedures and ability to apply to work assignments.
  • Demonstrates working knowledge of RPS operations, capabilities, and product offerings and ability to apply to work assignments.


“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 7,800 associates in 30+ offices around the world help our clients and each other grow and thrive every day. Find us on LinkedIn, Glassdoor, FairyGodBoss, DiversityJobs and Instagram.


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. 


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