Retirement Plans Specialist - 401(k) & ESOP Expert

BDO USA; Nashville (TN); On-site; USD 45,000 - 48,000; Full time

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain its qualified retirement plans, including 401(k)s and Employee Stock Bonus Plans. The role supports inquiries, reconciles contributions, and collaborates with payroll, vendors, and recordkeepers to ensure compliant operations.

The candidate will participate in plan audits, annual census reporting, and regulatory disclosures, leveraging strong communication skills and attention to detail in a fast-paced

Qualifications

• Three 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.

Responsibilities

• Assists with day-to-day administration of retirement plan programs (401(k), PR 401(k), Employee Stock Bonus Plan).
• Responds to employee and principal inquiries promptly and professionally.
• Reconciles employer and employee contributions, deductions, and loan activity across payroll and recordkeepers.
• Identifies payroll and vendor discrepancies; coordinates corrective actions for compliant plan administration.
• Audits and balances contributions and loan payments; monitors overdue loan payments.

Skills

Attention to detail

Communication

Team collaboration

Analytical thinking

Education

Bachelor’s degree in Business Administration, HR, Finance, or Accounting

Certified Pension Service Professional (CPSP)

Tools

Excel

Word

Outlook

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain its qualified retirement plans, including 401(k)s and Employee Stock Bonus Plans. The role supports inquiries, reconciles contributions, and collaborates with payroll, vendors, and recordkeepers to ensure compliant operations.

The candidate will participate in plan audits, annual census reporting, and regulatory disclosures, leveraging strong communication skills and attention to detail in a fast-paced