Retirement Plan Specialist (401(k) & ESOP)

BDO USA; Jacksonville (FL); Presencial; USD 45.000 - 48.000; Jornada completa

Descripción de la vacante

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including the 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan programs.

This role performs day-to-day retirement plan administration, supports employee and principal inquiries, reconciles contributions and loan activity, partners with internal and external stakeholders, and helps ensure accurate, timely, and compliant plan operations.

Formación

• Bachelor’s degree required; focus in Business Administration, HR, Finance or Accounting preferred.
• Three (3) or more years in retirement plan administration.
• Familiarity with IRS/ERISA retirement laws; CPSP preferred.
• Proficient MS Office skills; ability to create complex Excel sheets.

Responsabilidades

• Administers day-to-day retirement plan programs including 401(k) and Employee Stock Bonus Plan activities.
• Responds to employee inquiries in a professional, client-centric manner.
• Reconciles employer/employee contributions, deductions, and loan activity with payroll and recordkeepers.
• Supports compliance activities, audits, reporting (Form 5500) and nondiscrimination testing.
• Produces plan data analyses and supports plan committee meetings.
• Maintains documentation and communicates plan information to participants.

Conocimientos

Excellent communication

Attention to detail

Analytical thinking

Time management

confidentiality

Relationship building

Educación

Bachelor’s degree

Herramientas

Word

Excel

Outlook

Co-pilot

Descripción del empleo

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including the 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan programs.

This role performs day-to-day retirement plan administration, supports employee and principal inquiries, reconciles contributions and loan activity, partners with internal and external stakeholders, and helps ensure accurate, timely, and compliant plan operations.