Retirement Plans Specialist - 401(k) & ESOP Admin

BDO USA; Fort Worth (TX); Vor Ort; USD 45.000 - 47.000; Vollzeit

Zusammenfassung

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans including 401(k) programs. You will support inquiries, reconcile contributions, and coordinate with payroll, recordkeepers, and actuaries to ensure accurate, compliant plan operations.

The role involves data analysis, annual compliance support, and collaboration across internal and external stakeholders in a virtual team environment.

Qualifikationen

• Bachelor's degree required; focus in Business Administration, HR, Finance, or Accounting preferred.
• Three (3) or more years of experience in retirement plan administration.
• Experience with IRS and ERISA laws in a professional services firm preferred.
• Proficiency with Word, Excel and Outlook; ability to create Excel spreadsheets with formulas.
• Certified Pension Service Professional (CPSP) preferred.
• Copilot experience preferred.

Aufgaben

• Assist with day-to-day administration of retirement plans (401(k), Puerto Rico 401(k), ESOP)
• Respond to employee and principal inquiries promptly and professionally
• Reconcile employer/employee contributions, deductions, loans with payroll and recordkeepers
• Identify discrepancies, coordinate corrective actions, support compliant plan administration
• Audit, balance, and rectify contributions and loan payments; monitor overdue loans
• Produce and analyze plan data and demographics; support ESOP administration
• Assist with eligibility calculations, contributions, forfeitures, and data to recordkeepers
• Support annual compliance activities (Form 5500, nondiscrimination testing) and plan disclosures
• Prepare accounting records and assist auditors; maintain records for retirement plan programs
• Attend committee meetings and prepare exhibits as needed
• Conduct retirement plan orientation and education meetings for new hires and staff
• Liaise between BDO, plan participants, payroll, vendors, actuaries, and counsel
• Distribute plan information and notices to participants and beneficiaries
• Assist in implementing new plans, program changes, and admin procedures
• Maintain confidentiality and handle sensitive information in a virtual team environment

Kenntnisse

Communication skills

Fast-paced work

Time management

Confidentiality

Ausbildung

Bachelor's degree

Certified Pension Service Professional (CPSP)

Tools

Word

Excel

Outlook

Copilot experience

Jobbeschreibung

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans including 401(k) programs. You will support inquiries, reconcile contributions, and coordinate with payroll, recordkeepers, and actuaries to ensure accurate, compliant plan operations.

The role involves data analysis, annual compliance support, and collaboration across internal and external stakeholders in a virtual team environment.