Retirement Plans Specialist—401(k) & ESOP Expert

BDO USA; Tampa (FL); 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 client retirement plans including 401(k) and related programs in a fast-paced, professional services environment in Tampa, FL. You will support inquiries, perform reconciliations, and ensure timely, compliant plan operations.

Ideal candidates have 3+ years in retirement plan administration, familiarity with IRS/ERISA rules, and strong Excel skills to prepare data and supports audits and disclosures.

Qualifications

• Bachelor’s degree in Business Administration, Finance, or a related field.
• Three or more years of retirement plan administration experience is preferred.
• Experience with IRS and ERISA rules is helpful.

Responsibilities

• Administers day-to-day retirement plan operations (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Responds to employee and principal inquiries promptly and accurately.
• Reconciles employer and employee contributions, loans, and deductions across payroll and vendors.
• Assists with compliance activities, plan audits, census data, and Form 5500 support.
• Maintains records and supports plan committee meetings and data requests.

Skills

Retirement plan admin

Data reconciliation

Regulatory compliance

Communication skills

Education

Bachelor's degree

Tools

Microsoft Excel

Word/Outlook

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer client retirement plans including 401(k) and related programs in a fast-paced, professional services environment in Tampa, FL. You will support inquiries, perform reconciliations, and ensure timely, compliant plan operations.

Ideal candidates have 3+ years in retirement plan administration, familiarity with IRS/ERISA rules, and strong Excel skills to prepare data and supports audits and disclosures.