Retirement Plan Specialist – 401(k) & ESOP

BDO USA

Miami (FL)

On-site

USD 45,000 - 48,000

Full time

2 days ago

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Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan). The role handles day-to-day plan administration, inquiry responses, and reconciliation of contributions and loan activity, collaborating with payroll, vendors, recordkeepers and actuaries.

The ideal candidate has 3+ years in retirement plan administration, knowledge of IRS/ERISA requirements, and excellent communication

Qualifications

Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, Accounting preferred
Three (3) or more years of experience in retirement plan administration, required
Certified Pension Service Professional (CPSP), preferred
Intermediate to advanced skills in Word, Excel and Outlook
Co-pilot experience, preferred

Responsibilities

Administer and maintain the firm’s qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan)
Respond to employee and principal inquiries in a prompt, accurate, professional manner
Reconcile contributions, loan activity, and related plan data across payroll, draw, and recordkeepers
Support compliance activities including Form 5500, nondiscrimination testing, and plan disclosures
Prepare accounting records and assist auditors with financial statements
Assist plan participants with rollovers, distributions, loans, and other plan questions