Retirement Plans Specialist (401(k) & ESOP)

BDO USA

Madison (WI)

On-site

USD 93,699,000 - 99,187,000

Full time

2 days ago

Be an early applicant

Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer the firm’s qualified retirement plans, including 401(k) programs and related benefits. This role handles day-to-day plan administration, responds to employee inquiries, reconciles contributions and loan activity, and collaborates with payroll, vendors, and recordkeepers to ensure accuracy and compliance.

The ideal candidate has at least three years of retirement plan experience, knowledge of IRS/ERISA laws, and strong

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, required.
Experience with retirement plan (IRS and ERISA) laws, in a professional services firm, preferred.
Certified Pension Service Professional (CPSP), preferred.
Excellent written and verbal communication skills; ability to comprehend complex legal documents.

Responsibilities

Administer and maintain qualified retirement plans including 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan activities.
Reconcile employer and employee contributions, deductions, and loan activity with payroll, vendors, and plan recordkeepers.
Respond to employee and principal inquiries in a prompt, professional manner; provide client-centric support.
Assist with annual compliance activities including Form 5500, nondiscrimination testing, and plan disclosures.
Prepare accounting records and assist auditors; maintain records for retirement plan programs.