Retirement Plan Operations Specialist

BDO USA; Memphis (TN); On-site; USD 45,000 - 48,000; Full time

Job summary

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans, including 401(k) programs. You will support inquiries, reconcile contributions and loans, and coordinate with payroll, recordkeepers, actuaries, and vendors to ensure accurate, timely plan operations.

You will participate in annual compliance activities, prepare census data, assist with audits and plan disclosures, and help communicate plan information to participants and beneficiaries;

Qualifications

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

Responsibilities

• Administer and maintain qualified retirement plans including 401(k) programs.
• Reconcile employer and employee contributions, loans, and payroll with recordkeepers.
• Support compliance activities, census data, Form 5500, and annual audits.
• Communicate plan information to participants and assist with plan changes.

Skills

Attention to detail

Excellent communication

Analytical thinking

Confidentiality

Time management

Education

Bachelor's degree

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans, including 401(k) programs. You will support inquiries, reconcile contributions and loans, and coordinate with payroll, recordkeepers, actuaries, and vendors to ensure accurate, timely plan operations.

You will participate in annual compliance activities, prepare census data, assist with audits and plan disclosures, and help communicate plan information to participants and beneficiaries;