Retirement Plans Specialist – 401(k) & ESOP

BDO USA; Kalamazoo (MI); On-site; USD 44,000 - 48,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans, including 401(k)s, Puerto Rico 401(k), and Employee Stock Bonus Plan programs.

You will support day-to-day plan operations, respond to employee inquiries, reconcile contributions, and collaborate with payroll, plan recordkeepers, actuaries, and other stakeholders to ensure compliant processes.

Qualifications

• Experience in retirement plan administration (IRS/ERISA) preferred.
• Bachelor's degree required; focus in business, HR, finance, or accounting preferred.
• Experience with qualified retirement plans and related compliance.

Responsibilities

• Assists with day-to-day administration of the Firm’s qualified retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Responds promptly and professionally to employee and principal inquiries.
• Reconciles employer and employee contributions, loan activity, and related payroll/recordkeeper data.

Skills

Customer service

Communication

Attention to detail

Regulatory knowledge

Education

Bachelor’s degree in Business Administration, Human Resources, Finance, or Accounting

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans, including 401(k)s, Puerto Rico 401(k), and Employee Stock Bonus Plan programs.

You will support day-to-day plan operations, respond to employee inquiries, reconcile contributions, and collaborate with payroll, plan recordkeepers, actuaries, and other stakeholders to ensure compliant processes.