Retirement Plan Coordinator
Core
Manage a book of business for American Funds proprietary bundled plans, serving as the main point of contact for financial professionals and plan sponsors.
Role type
Senior Retirement Plan Coordinator
Builds
Proprietary bundled retirement plans for financial professionals and plan sponsors
Domain
Financial Services / Retirement Planning
Deliverable
client delivery
Required skills
retirement plan design, regulatory compliance, plan health analysis, qualified plan testing, change management consulting
Preferred skills
complex inquiry resolution, initiative, relationship management
Technologies
N/A
Responsibilities
Coordinate timely resolutions for plan issues and questions; analyze plan health to provide design change options; consult and coach financial professionals/sponsors through change processes; ensure timely delivery of compliance testing results.
Seniority
Senior, hands-on IC