Retirement Plans Specialist

BDO USA; Chicago (IL); On-site; USD 70,000 - 90,000; 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 and ESOP. You will reconcile contributions, respond to inquiries, and ensure compliant plan operations in a collaborative, virtual environment.

The role requires a bachelor’s degree and 3+ years in retirement plan administration, with CPSP preferred. Strong Excel and Word skills, confidentiality, and attention to detail are essential.

Qualifications

• Bachelor’s degree required; focus in Business, HR, Finance or Accounting preferred.
• 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

• Administers and maintains qualified retirement plans (401(k), Puerto Rico 401(k), ESOP).
• Reconciles contributions, loans, and deductions across payroll, vendors and recordkeepers.
• Supports compliance activities including Form 5500 and nondiscrimination testing.
• Assists with plan demographic data, eligibility calculations, and data transmission to recordkeepers.

Skills

Communication skills

Analytical ability

Confidentiality

Legal document comprehension

Education

Bachelor’s degree

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 and ESOP. You will reconcile contributions, respond to inquiries, and ensure compliant plan operations in a collaborative, virtual environment.

The role requires a bachelor’s degree and 3+ years in retirement plan administration, with CPSP preferred. Strong Excel and Word skills, confidentiality, and attention to detail are essential.