Retirement Plan Administrator | 401(k) & ESOP Expert

BDO USA; San Antonio (TX); On-site; USD 45,000 - 48,000; Full time

Job summary

BDO USA, P.A. is seeking a People & Culture Specialist, Retirement to administer and maintain its qualified retirement plans, including 401(k) and Puerto Rico 401(k) programs.

You will perform day-to-day retirement plan administration, address inquiries, reconcile contributions and loan activity, and liaise with payroll, recordkeepers, and actuaries to ensure timely, compliant plan operations. The role requires at least 3 years in retirement plan administration, a Bachelor’s degree, and strong

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, 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 qualified retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Reconciles employer and employee contributions, deductions, loan activity, and related items across payroll and recordkeepers.
• Supports compliance activities, audits, census reporting, Form 5500, and disclosures.

Skills

Communication skills

Organizational skills

Time management

Problem solving

Education

Bachelor’s degree in Business Administration or related

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA, P.A. is seeking a People & Culture Specialist, Retirement to administer and maintain its qualified retirement plans, including 401(k) and Puerto Rico 401(k) programs.

You will perform day-to-day retirement plan administration, address inquiries, reconcile contributions and loan activity, and liaise with payroll, recordkeepers, and actuaries to ensure timely, compliant plan operations. The role requires at least 3 years in retirement plan administration, a Bachelor’s degree, and strong