Retirement Plan Specialist (401(k) & ESOP)

BDO USA; Stamford (CT); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

ESOP

Total Rewards benefits

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans including 401(k)s and Employee Stock Bonus Plan programs. You will handle day-to-day administration and respond to inquiries while ensuring compliant, timely operations in a team environment.

The role requires 3+ years in retirement plan administration, familiarity with IRS/ERISA, and strong Excel/Word skills. Experience with plan audits and participant communications is a plus.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, or Accounting preferred.
• Three or more years of retirement plan administration experience required.
• Experience with IRS/ERISA laws a plus.
• CPSP certification preferred.
• Proficient with Word, Excel and Outlook; Excel formulas needed.

Responsibilities

• Administer and maintain retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Respond to employee inquiries in a prompt, professional manner.
• Reconcile contributions, loans, and payroll-recordkeeper activity.
• Assist with annual plan audits, Form 5500, and nondiscrimination testing.
• Prepare plan data and exhibits for committee meetings.
• Support communications to participants and recordkeepers.

Skills

Excellent written and verbal skills

Strong analytical ability

Confidentiality

Time management

Interpersonal skills

Education

Bachelor’s degree in Business Administration, HR, Finance, or Accounting

Certified Pension Service Professional (CPSP)

Tools

Word

Excel

Outlook

Excel formulas

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans including 401(k)s and Employee Stock Bonus Plan programs. You will handle day-to-day administration and respond to inquiries while ensuring compliant, timely operations in a team environment.

The role requires 3+ years in retirement plan administration, familiarity with IRS/ERISA, and strong Excel/Word skills. Experience with plan audits and participant communications is a plus.