Retirement Plans Specialist (401(k) & ESOP)

BDO USA; West Palm Beach (FL); On-site; USD 93,699,000 - 99,201,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan). You will handle day-to-day plan operations, reconcile contributions and loans, and coordinate with payroll, recordkeepers, actuaries and compliance teams.

A Bachelor’s degree and 3+ years in retirement plan administration are required; CPSP is preferred.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance or Accounting preferred.
• Three (3) or more years of retirement plan administration experience required.
• Certified Pension Service Professional (CPSP) certification preferred.

Responsibilities

• Assist with day-to-day administration of retirement plan programs including 401(k) and related plans.
• Reconcile employer and employee contributions, loan activity, and related plan data with payroll and recordkeepers.
• Support annual compliance activities including Form 5500, nondiscrimination testing, and plan disclosures.
• Prepare accounting records and assist auditors with financial statements and plan documentation.
• Liaise with plan participants, payroll, recordkeepers, actuaries, and legal teams on plan matters.

Skills

Communication skills

Attention to detail

Problem solving

Confidentiality

Time management

Education

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

Tools

Word

Excel

Outlook

Co-pilot experience

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan). You will handle day-to-day plan operations, reconcile contributions and loans, and coordinate with payroll, recordkeepers, actuaries and compliance teams.

A Bachelor’s degree and 3+ years in retirement plan administration are required; CPSP is preferred.