Retirement Plans Specialist: 401(k) & ESOP Expert

BDO USA; Houston (TX); On-site; USD 93,699,000 - 99,201,000; Full time

Benefits offered by this job

ESOP

Benefits

Job summary

BDO USA, P.A. seeks a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans, including 401(k) and Employee Stock Bonus Plan activities.

You will perform day-to-day administration, reconcile contributions, and support compliant plan operations while partnering with internal and external stakeholders. This role emphasizes accurate recordkeeping, data analysis for plan demographics, and collaboration with the Total Rewards team to ensure timely

Qualifications

• Bachelor’s degree required; focus in Business Administration, HR, Finance, or Accounting preferred.
• Three or more years of retirement plan administration experience.
• Experience with IRS and ERISA laws in a professional services firm preferred.

Responsibilities

• Administer and maintain the Firm’s qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan) and day-to-day plan administration.
• Reconcile employer and employee contributions, deductions, and loan activity across payroll, vendors, and recordkeepers.
• Respond to employee and principal inquiries in a prompt, professional, client-centric manner.
• Support annual compliance activities including Form 5500, nondiscrimination testing, and plan disclosures.
• Prepare accounting records and assist auditors with financial statements.

Skills

Communication skills

Analytical thinking

Attention to detail

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Job description

BDO USA, P.A. seeks a People & Culture Specialist, Retirement to administer and maintain qualified retirement plans, including 401(k) and Employee Stock Bonus Plan activities.

You will perform day-to-day administration, reconcile contributions, and support compliant plan operations while partnering with internal and external stakeholders. This role emphasizes accurate recordkeeping, data analysis for plan demographics, and collaboration with the Total Rewards team to ensure timely