Retirement Plans Specialist — ESOP & 401(k) Expert

BDO USA

Boston (MA)

On-site

USD 45,000 - 48,000

Full time

2 days ago

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Job summary

BDO USA seeks a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including the 401(k) and Employee Stock Bonus Plan programs. You will perform day-to-day plan administration, respond to inquiries, reconcile contributions and loan activity, and ensure accurate, timely, and compliant plan operations.

The role requires a Bachelor's degree and three or more years of retirement plan experience; CPSP is a plus.

Qualifications

Bachelor’s degree in Business Administration, Human Resources, Finance or Accounting.
3+ years of retirement plan administration experience.
Experience with IRS and ERISA laws in a professional services firm.
Certified Pension Service Professional (CPSP) preferred.
Proficient with Word, Excel and Outlook; Excel formulas knowledge.

Responsibilities

Administer and maintain qualified retirement plans including 401(k) programs.
Reconcile employer contributions, employee contributions, deductions, and loan activity with payroll and plan recordkeepers.
Respond to employee and principal inquiries promptly and accurately.
Support annual compliance activities, including Form 5500 and nondiscrimination testing.
Assist plan committee meetings with data preparation and reporting.