Retirement Plan Specialist

BDO USA; Greenville (SC); On-site; USD 45,000 - 47,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and related programs. You will handle day-to-day plan administration, respond to inquiries, and ensure accurate, timely, and compliant operations.

This role involves reconciliation of contributions and loan activity, collaboration with stakeholders, and participation in annual audits and plan disclosures to support overall plan governance.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, Accounting preferred.
• Three or more years of retirement plan administration experience required.
• Experience with IRS and ERISA laws in a professional services firm preferred.
• Certified Pension Service Professional (CPSP) preferred.

Responsibilities

• Assist day-to-day administration of qualified retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Respond to employee inquiries in a prompt, accurate, professional manner.
• Reconcile employer and employee contributions, loan activity, and related payroll/recordkeeper data.
• Support annual compliance activities including Form 5500, nondiscrimination testing, and disclosures.
• Prepare accounting records and assist auditors with retirement plan statements.

Skills

Communication

Discretion

Time management

Team coordination

Education

Bachelor’s degree (Business Administration / HR / Finance / Accounting)

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and related programs. You will handle day-to-day plan administration, respond to inquiries, and ensure accurate, timely, and compliant operations.

This role involves reconciliation of contributions and loan activity, collaboration with stakeholders, and participation in annual audits and plan disclosures to support overall plan governance.