Retirement Plan Administration & Compliance Specialist

BDO USA; Charlotte (NC); On-site; USD 44,000 - 48,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans (401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan). You will handle day-to-day plan administration and respond to employee and principal inquiries.

Join a collaborative team working with payroll, recordkeepers, actuaries, and auditors to ensure compliant, accurate plan operations.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, or Accounting preferred.
• Three (3) or more years of experience in retirement plan administration required.
• Certified Pension Service Professional (CPSP) preferred.

Responsibilities

• Assists with day-to-day administration of retirement plan programs (401(k), Puerto Rico 401(k), ESBP).
• Responds to employee and principal inquiries in a prompt, accurate, professional, client-centric manner.
• Reconciles contributions, loan activity, and related payroll/recordkeeper data.
• Supports compliance activities, including Form 5500 and nondiscrimination testing, and plan disclosures.

Skills

Communication

Confidentiality

Organization

Time management

Relationship building

Education

Bachelor’s degree in Business Administration/HR/Finance/Accounting

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans (401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan). You will handle day-to-day plan administration and respond to employee and principal inquiries.

Join a collaborative team working with payroll, recordkeepers, actuaries, and auditors to ensure compliant, accurate plan operations.