Retirement Plan Specialist - 401(k) & ESOP Admin

BDO USA; Kalamazoo (MI); On-site; USD 93,699,000 - 99,201,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans including 401(k) programs. You will support employee inquiries and reconcile contributions with payroll, recordkeepers, and vendors.

The role requires 3+ years in retirement plan administration, strong Excel/Word skills, CPSP preferred, and the ability to handle confidential information in a fast-paced, virtual team environment.

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 Word, Excel and Outlook skills; ability to create spreadsheets using formulas
• Co-pilot experience, preferred

Responsibilities

• Administers and maintains qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan)
• Responds to employee and principal inquiries in a prompt, professional manner
• Reconciles employer and employee contributions, deductions, and loan activity with payroll, vendors, and recordkeepers
• Audits, balances, and rectifies contributions and loan payments, monitors overdue loans
• Produces and analyzes plan data and supports stock bonus plan administration
• Supports compliance activities including Form 5500, nondiscrimination testing, and plan disclosures
• Maintains documentation and confidentiality in a virtual team environment
• Assists Total Rewards teams with health benefits and employee leaves

Skills

Communication skills

Confidentiality

Legal document comprehension

Problem solving

Time management

Attention to detail

Microsoft Word

Microsoft Excel

Microsoft Outlook

Co-pilot experience

Education

Bachelor’s degree

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans including 401(k) programs. You will support employee inquiries and reconcile contributions with payroll, recordkeepers, and vendors.

The role requires 3+ years in retirement plan administration, strong Excel/Word skills, CPSP preferred, and the ability to handle confidential information in a fast-paced, virtual team environment.