Retirement Plan Specialist, People & Culture

BDO USA; Cleveland (OH); On-site; USD 45,000 - 48,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the Firm’s qualified retirement plans, including the 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan programs. This role performs day-to-day retirement plan administration and supports employee and principal inquiries.

You will reconcile contributions and loan activity, coordinate with payroll, plan recordkeepers, and assist with annual compliance activities such as Form 5500 and nondiscrimination

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, or Accounting preferred.
• Three (3) or more years of retirement plan administration experience.
• Experience with retirement plan (IRS and ERISA) laws in a professional services firm preferred.
• Certified Pension Service Professional (CPSP), preferred.

Responsibilities

• Assist day-to-day administration of retirement plan programs (401(k), PR 401(k), Employee Stock Bonus Plan).
• Respond to employee and principal inquiries promptly and professionally.
• Reconcile employer and employee contributions, deductions, loan activity with payroll and plan recordkeepers.
• Support annual compliance activities including Form 5500 and nondiscrimination testing.

Skills

Excellent written and verbal com

Comprehend complex legal documents

Strong organizational skills

Fast-paced environment adaptability

Confidentiality

Education

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

Tools

Word

Excel

Outlook

Excel formulas

Co-pilot experience

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the Firm’s qualified retirement plans, including the 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan programs. This role performs day-to-day retirement plan administration and supports employee and principal inquiries.

You will reconcile contributions and loan activity, coordinate with payroll, plan recordkeepers, and assist with annual compliance activities such as Form 5500 and nondiscrimination