Retirement Plan Specialist – 401(k) & ESOP Administration

BDO USA; Dallas (TX); On-site; USD 45,000 - 48,000; Full time

Job summary

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs. You will handle day-to-day plan administration and respond to inquiries with precision and client focus.

You will reconcile contributions, coordinate with payroll and plan recordkeepers, and support annual compliance activities.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance or Accounting preferred.
• Experience with IRS/ERISA laws in professional services preferred.
• CPSP certification preferred.

Responsibilities

• Assists with day-to-day administration of qualified retirement plan programs (e.g., 401(k) and Employee Stock Bonus Plan).
• Responds to employee inquiries in a prompt, professional, client-centric manner.
• Reconciles employer and employee contributions, deductions, and loan activity with payroll and plan recordkeepers.
• Identifies discrepancies and coordinates corrective actions to ensure compliant plan administration.
• Audits, balances, and rectifies contributions and loan payments and monitors overdue loans.
• Produces and analyzes plan data for demographics, performance, and census reporting.

Skills

Communication skills

Confidentiality

Time management

Education

Bachelor’s degree

Tools

Word

Excel

Outlook

Job description

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs. You will handle day-to-day plan administration and respond to inquiries with precision and client focus.

You will reconcile contributions, coordinate with payroll and plan recordkeepers, and support annual compliance activities.