Retirement Plan Specialist - People & Culture

BDO USA; Norfolk (VA); On-site; USD 45,000 - 48,000; 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 the 401(k) and Employee Stock Bonus Plan programs. This role handles day-to-day administration, inquiries, and data reconciliation to ensure accurate plan operations.

The position supports compliance activities, census reporting, Form 5500, and coordination with payroll, recordkeepers, and actuaries.

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.
• Certified Pension Service Professional (CPSP) preferred.
• Intermediate to advanced Word, Excel, Outlook skills; ability to create Excel spreadsheets with formulas.

Responsibilities

• Administer and maintain the Firm’s qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Reconcile employer and employee contributions, deductions, and loan activity with payroll and recordkeepers.
• Respond to employee and principal inquiries promptly and professionally.
• Support annual compliance activities, including Form 5500, nondiscrimination testing, and census reporting.
• Assist with audits, plan committee materials, and accounting records for retirement plans.
• Collaborate with payroll, recordkeepers, actuaries, and legal/OCG on plan-related matters.

Skills

Communication skills

Analytical ability

Confidentiality

Problem solving

Education

Bachelor's degree

Certified Pension Service Professional (CPSP)

Tools

Word

Excel

Outlook

Co-pilot (PP)

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) and Employee Stock Bonus Plan programs. This role handles day-to-day administration, inquiries, and data reconciliation to ensure accurate plan operations.

The position supports compliance activities, census reporting, Form 5500, and coordination with payroll, recordkeepers, and actuaries.