Retirement Plan Specialist — Admin & Compliance

BDO USA; New York (NY); On-site; USD 44,000 - 47,000; Full time

Benefits offered by this job

ESOP company

Total Rewards benefits

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the Firm’s qualified retirement plans, including 401(k) and related programs. This role ensures accurate, timely, and compliant plan operations while partnering with internal and external stakeholders.

Three+ years in retirement plan administration and strong Excel/Word/Outlook skills are required; CPSP is preferred. This role may involve collaboration across Total Rewards teams and plan recordkeepers.

Qualifications

• Three (3) or more years of experience in retirement plan administration.
• Experience with IRS and ERISA laws in a professional services firm is preferred.
• Certified Pension Service Professional (CPSP) certification is preferred.

Responsibilities

• Assist day-to-day administration of qualified retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Handle Retirement Plan inbox and respond to inquiries promptly and professionally.
• Reconcile employer contributions, employee contributions, deductions, loan payments and related activity.
• Identify payroll and vendor discrepancies and coordinate corrective actions.
• Audit, balance and rectify contribution and loan payments; monitor overdue payments.

Skills

Excel skills

Excellent communication

Attention to detail

Time management

Team collaboration

Education

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

Tools

Word

Excel

Outlook

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the Firm’s qualified retirement plans, including 401(k) and related programs. This role ensures accurate, timely, and compliant plan operations while partnering with internal and external stakeholders.

Three+ years in retirement plan administration and strong Excel/Word/Outlook skills are required; CPSP is preferred. This role may involve collaboration across Total Rewards teams and plan recordkeepers.