Retirement Plans Specialist

BDO USA; Orlando (FL); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

ESOP

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 401(k) programs and related plans. The role supports inquiries, reconciles contributions, and partners with stakeholders to ensure timely, compliant plan operations.

The candidate will handle day-to-day retirement plan administration, determine participant eligibility, and assist with annual compliance activities and disclosures within a fast-paced,

Qualifications

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

Responsibilities

• Assist with day-to-day administration of qualified retirement plan programs (401(k), PR 401(k), Employee Stock Bonus Plan).
• Respond to employee and principal inquiries promptly and professionally.
• Reconcile contributions, loan activity, and deductions across payroll, vendors, and plan recordkeepers.
• Identify payroll/vendor discrepancies and support corrective actions for compliant plan administration.
• Audit, balance, and rectify contribution and loan payments and monitor overdue loans.

Skills

Excellent communication

Analytical skills

Education

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

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 related plans. The role supports inquiries, reconciles contributions, and partners with stakeholders to ensure timely, compliant plan operations.

The candidate will handle day-to-day retirement plan administration, determine participant eligibility, and assist with annual compliance activities and disclosures within a fast-paced,