Retirement Plans Specialist — ESOP & Compliance

BDO USA; Port Reading (NJ); On-site; USD 44,000 - 48,000; Full time

Benefits offered by this job

ESOP company

Total Rewards benefits

Job summary

BDO USA is recruiting a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Puerto Rico 401(k), and Employee Stock Bonus Plan programs.

The role handles day-to-day plan administration, reconciles contributions and loan activity, and collaborates with internal and external stakeholders to ensure accurate, timely, and compliant operations.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, Accounting preferred.
• Three (3) or more years of experience in retirement plan administration, required.

Responsibilities

• Assists with day-to-day administration of retirement plan programs (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Responds to employee and principal inquiries promptly and professionally.
• Reconciles employer and employee contributions, deductions, loan payments across payroll, vendors, and plan recordkeepers.
• Identifies discrepancies, coordinates corrective actions, and supports compliant plan administration.
• Audits, balances, and rectifies contributions and loan payments; monitors overdue loans.
• Produces and analyzes plan data and supports Employee Stock Bonus Plan administration.
• Supports compliance activities including Form 5500, nondiscrimination testing, and disclosures.
• Prepares accounting records and assists auditors with financial statements.

Skills

Communication skills

Confidentiality

Analytical skills

Time management

Team collaboration

Education

Bachelor's degree

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA is recruiting a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Puerto Rico 401(k), and Employee Stock Bonus Plan programs.

The role handles day-to-day plan administration, reconciles contributions and loan activity, and collaborates with internal and external stakeholders to ensure accurate, timely, and compliant operations.