Retirement Plan Specialist — People & Culture

BDO USA; Fort Lauderdale (FL); On-site; USD 44,000 - 47,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits package

Job summary

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs. You will support day-to-day plan administration, respond to inquiries, and ensure accurate, timely, and compliant operations across payroll, recordkeepers, and vendors.

The role requires 3+ years in retirement plan administration, a Bachelor’s degree, and strong communication skills.

Qualifications

• Bachelor’s degree in Business Administration, Human Resources, Finance, or Accounting.
• 3+ years in retirement plan administration.
• CPSP certification preferred.
• Experience with IRS/ERISA laws in professional services is a plus.

Responsibilities

• Assist with day-to-day administration of 401(k) and related plans.
• Respond to employee and principal inquiries promptly and professionally.
• Reconcile employer/employee contributions, loan activity and payroll-draws.
• Support compliance activities including Form 5500 and nondiscrimination testing.
• Prepare plan data, demographics, census, and plan-related reports.
• Assist implementation of new plans and plan changes.

Skills

Communication skills

Confidentiality

Analytical ability

Relationship building

Education

Bachelor’s degree

Tools

Word

Excel

Outlook

Co-pilot experience

Job description

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Employee Stock Bonus Plan programs. You will support day-to-day plan administration, respond to inquiries, and ensure accurate, timely, and compliant operations across payroll, recordkeepers, and vendors.

The role requires 3+ years in retirement plan administration, a Bachelor’s degree, and strong communication skills.