Retirement Plans Specialist - 401(k)/ESOP Administration

BDO USA; Detroit (MI); On-site; USD 45,000 - 48,000; Full time

Benefits offered by this job

ESOP ownership

Total Rewards benefits

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement, to administer and maintain qualified retirement plans including 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan programs. You will perform day-to-day retirement plan administration, support employee inquiries, reconcile contributions and loan activity, and collaborate with stakeholders to ensure accurate, compliant plan operations.

This role requires a Bachelor's degree and 3+ years of retirement plan administration

Qualifications

• Excellent written and verbal communication skills.
• Ability to comprehend complex legal documents and filings.
• Ability to work under pressure in a fast-paced environment.
• Must create Excel spreadsheets using formulas.

Responsibilities

• Administers and maintains retirement plan programs (401(k), Puerto Rico 401(k), ESPP).
• Responds to employee and principal inquiries promptly and professionally.
• Reconciles employer/employee contributions, loan activity, and related data.
• Supports annual compliance activities including Form 5500 disclosures and nondiscrimination testing.
• Prepares accounting records and assists auditors with financial statements.
• Maintains documentation and communicates plan information to participants.

Skills

Communication skills

Confidentiality

Fast-paced environment

Education

Bachelor’s degree in Business Administration/HR/Finance/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), Puerto Rico 401(k), and Employee Stock Bonus Plan programs. You will perform day-to-day retirement plan administration, support employee inquiries, reconcile contributions and loan activity, and collaborate with stakeholders to ensure accurate, compliant plan operations.

This role requires a Bachelor's degree and 3+ years of retirement plan administration