Retirement Plan Specialist - 401(k) & ESOP Expert

BDO USA; Ridgeland (MS); On-site; USD 45,000 - 47,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans including 401(k) programs. The role handles day-to-day plan administration, inquiries from employees and principals, and coordination with payroll, recordkeepers, and vendors to ensure compliant operations.

Qualifications include a Bachelor's degree and 3+ years in retirement plan administration; CPSP is preferred.

Qualifications

• Bachelor's degree required; focus in Business Administration, Human Resources, Finance, or Accounting preferred.
• Three or more years of retirement plan administration experience.
• Experience with IRS and ERISA laws in a professional services firm preferred.
• CPSP certification preferred.

Responsibilities

• Administers day-to-day retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Responds to employee and principal inquiries in a timely, accurate, professional manner.
• Reconciles employer contributions, employee contributions, deductions, and loan activity with payroll and plan recordkeepers.
• Assists with compliance activities, including Form 5500, nondiscrimination testing, and disclosures.
• Prepares accounting records and assists auditors with financial statements and plan documentation.
• Maintains documentation and tracks regulatory changes affecting retirement benefits.

Skills

Communication skills

Confidentiality

Attention to detail

Analytical ability

Team collaboration

Education

Bachelor's degree in Business Administration, Human Resources, Finance, Accounting

Certified Pension Service Professional (CPSP)

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. The role handles day-to-day plan administration, inquiries from employees and principals, and coordination with payroll, recordkeepers, and vendors to ensure compliant operations.

Qualifications include a Bachelor's degree and 3+ years in retirement plan administration; CPSP is preferred.