Retirement Plan Specialist: ESOP & 401(k) Expert

BDO USA; Grand Rapids (MI); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

ESOP

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer qualified retirement plans including 401(k) and Employee Stock Bonus Plan programs. You will handle day-to-day plan administration, respond to inquiries, and ensure timely, compliant operations across payroll and recordkeepers.

Ideal candidates have 3+ years in retirement plan administration, strong Excel/Word/Outlook skills, and familiarity with IRS/ERISA rules in a professional services setting.

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
• Experience with retirement plan laws (IRS and ERISA) in a professional services firm preferred
• Intermediate to advanced Word, Excel and Outlook skills; ability to create Excel spreadsheets using formulas

Responsibilities

• Assist with day-to-day administration of qualified retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan)
• Respond to employee and principal inquiries in a timely, professional manner
• Reconcile employer and employee contributions, deductions, and loan activity across payroll, vendors, and recordkeepers
• Identify payroll and vendor discrepancies and support corrective actions
• Audit, balance, and rectify contributions and loan payments, including overdue loans

Skills

Retirement plan administration

Payroll reconciliation

IRS/ERISA knowledge

Communication

Education

Bachelor's degree

Tools

Word

Excel

Outlook

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer qualified retirement plans including 401(k) and Employee Stock Bonus Plan programs. You will handle day-to-day plan administration, respond to inquiries, and ensure timely, compliant operations across payroll and recordkeepers.

Ideal candidates have 3+ years in retirement plan administration, strong Excel/Word/Outlook skills, and familiarity with IRS/ERISA rules in a professional services setting.