Retirement Plan Administrator & ESOP Specialist

BDO USA

Charlotte (NC)

On-site

USD 45,000 - 47,000

Full time

2 hours ago

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Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain firm-qualified retirement plans, including 401(k) and ESOP programs. You will perform day-to-day plan administration, handle inquiries, reconcile contributions and loan activity, and ensure accurate, timely plan operations in a collaborative, fast-paced environment.

You will also participate in annual compliance activities, prepare data for committees, and support related health and welfare benefit tasks as

Qualifications

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

Responsibilities

Assist with day-to-day administration of qualified retirement plans (401(k), Puerto Rico 401(k), ESOP).
Respond to employee and principal inquiries in a prompt, accurate, client-centric manner.
Reconcile employer and employee contributions, deductions, loan activity with payroll and recordkeepers.
Support annual compliance activities, including Form 5500, nondiscrimination testing, and disclosures.
Maintain accounting records and assist auditors with financial statements for retirement plans.