Stephen Thompson
Regional Vice President, QPFC
- Role
- Tpa Retirement Plan Counselor at Capital Group
- Location
- Kitty Hawk, NC, US
- LinkedIn followers
- 500 followers
About Stephen Thompson
Selecting the right recordkeeper for your 401K plan can be challenging. Let me put your mind at ease. As a TPA Retirement Plan Counselor with Capital Group, home of the American Funds, I help key intermediary relationships achieve successful business growth through our retirement solutions. Securities offered through American Funds Dustributors, Inc.
Experience
Tpa Retirement Plan Counselor
Apr 2012 — Present · Kitty Hawk, NC, US
Primary responsibility is to manage and consult with select TPA and recordkeeping partners to develop new sales opportunities and retain long-term clients for American Funds/Capital Group. This includes creating objectives for our investment-only business and our proprietary solutions: Recordkeeper Direct and PlanPremier TPA.
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Operations Management and Supervision
1986 — 1990
Skills
- Wealth Management
- Management
- Mutual Funds
- 401k
- Leadership
- Pensions
- Vendor Management
- Investments
- Series 63
- Pension Funds
- Retirement Planning
- 401(K) Retirement Savings Plans
- Financial Planning
- Financial Services
- Employee Benefits
- Relationship Management
- Series 7
- Retirement
- Asset Management
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