Retirement Plans Administrator – ESOP & Compliance

BDO USA; West Palm Beach (FL); On-site; USD 44,000 - 48,000; Full time

Job summary

BDO USA seeks a People & Culture Specialist, Retirement to administer the firm’s qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan) and support plan operations for employees and principals.

You will reconcile contributions, coordinate with payroll and recordkeepers, and assist audits, census reporting, and Form 5500 work while maintaining confidentiality in a virtual team setting.

Qualifications

• Three or more years of retirement plan administration experience
• Familiar with IRS and ERISA laws in a professional services firm; CPSP preferred
• Proficient in Word, Excel, and Outlook; Excel formulas required; Co-pilot experience preferred

Responsibilities

• Administers and maintains the firm’s qualified retirement plans including 401(k) programs
• Responds to employee inquiries and reconciles contributions and loan activity
• Supports plan audits, census reporting, and Form 5500 processes
• Prepares accounting records and assists auditors with financial statements
• Communicates plan information to participants and liaises with recordkeepers and actuaries

Skills

Communication

Analytical thinking

Time management

Team collaboration

Education

Bachelor's degree

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA seeks a People & Culture Specialist, Retirement to administer the firm’s qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan) and support plan operations for employees and principals.

You will reconcile contributions, coordinate with payroll and recordkeepers, and assist audits, census reporting, and Form 5500 work while maintaining confidentiality in a virtual team setting.