Retirement Plan Specialist (401k & ESOP)

BDO USA; Metairie (LA); On-site; USD 45,000 - 47,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer the firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs.

This role performs day-to-day retirement plan administration, supports employee and principal inquiries, reconciles contributions and loan activity, partners with internal and external stakeholders, and helps ensure compliant plan operations.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, or 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, required.
• Co-pilot experience, preferred.

Responsibilities

• Assists with day-to-day administration of retirement plan programs (e.g., 401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Responds to employee and principal inquiries promptly and professionally.
• Reconciles employer and employee contributions, loan activity, and related payroll/vendor/recordkeeper data.
• Identifies discrepancies and supports corrective actions for compliant plan administration.
• Produces and analyzes plan data and supports Employee Stock Bonus Plan administration.
• Supports annual compliance activities, including Form 5500 and nondiscrimination testing.
• Maintains accurate plan documentation and supports audits and financial statements.

Skills

Communication skills

Analytical thinking

Attention to detail

Discretion / confidentiality

Team collaboration

Education

Bachelor’s degree in Business Administration/Human Resources/Finance/Accounting

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer the firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs.

This role performs day-to-day retirement plan administration, supports employee and principal inquiries, reconciles contributions and loan activity, partners with internal and external stakeholders, and helps ensure compliant plan operations.