Retirement Plan Specialist - ESOP & Compliance

BDO USA; Chicago (IL); On-site; USD 93,699,000 - 99,201,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) programs. The role supports inquiries, reconciles contributions and loan activity, and collaborates with payroll, recordkeepers, actuaries, and vendors to ensure accurate, timely plan operations.

The position requires a bachelor’s degree and 3+ years in retirement plan administration, with preferred experience in IRS/ERISA rules and CPSP certification.

Qualifications

• Bachelor’s degree in Business or related field is required.
• 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

• Assist with day-to-day administration of retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Respond to employee and principal inquiries in a prompt, accurate, professional manner.
• Reconcile employer and employee contributions, deductions, and loan activity with payroll and recordkeepers.
• Identify discrepancies and coordinate corrective actions for compliant plan administration.
• Support annual compliance activities, including plan audits and Form 5500 preparation.

Skills

Written communication

Verbal communication

Analytical thinking

Confidentiality

Education

Bachelor’s degree

CPSP certification

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) programs. The role supports inquiries, reconciles contributions and loan activity, and collaborates with payroll, recordkeepers, actuaries, and vendors to ensure accurate, timely plan operations.

The position requires a bachelor’s degree and 3+ years in retirement plan administration, with preferred experience in IRS/ERISA rules and CPSP certification.