Retirement Plan Specialist (401(k) & ESOP)

BDO USA; Columbus (OH); On-site; USD 45,000 - 47,000; Full time

Benefits offered by this job

ESOP company

Total Rewards benefits

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) programs. The role supports inquiries, reconciles contributions and loans, and partners with internal and external stakeholders to ensure compliant plan operations.

The position involves day-to-day plan administration, annual compliance tasks, and collaboration across payroll, recordkeepers and actuaries to maintain accurate records and reporting.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance or Accounting preferred.

Responsibilities

• Assists with day-to-day administration of retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Responds to employee and principal inquiries in a prompt, professional manner.
• Reconciles employer contributions, employee contributions, deductions, loan payments, and related activity between payroll, vendors, and plan recordkeepers.

Skills

Communication

Analytical

Problem solving

Time management

Education

Bachelors degree

Tools

Excel

Word

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) programs. The role supports inquiries, reconciles contributions and loans, and partners with internal and external stakeholders to ensure compliant plan operations.

The position involves day-to-day plan administration, annual compliance tasks, and collaboration across payroll, recordkeepers and actuaries to maintain accurate records and reporting.