Retirement Plans Specialist - People & Culture

BDO USA; Atlanta (GA); On-site; USD 44,000 - 47,000; Full time

Job summary

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

This role performs day-to-day retirement plan administration, responds to inquiries, and reconciles contributions and loan activity while collaborating with payroll, recordkeepers, actuaries, and other stakeholders.

Qualifications

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

Responsibilities

• Assist with day-to-day administration of qualified retirement plans (401(k), Puerto Rico 401(k), Employee Stock Bonus Plan).
• Respond to employee and principal inquiries promptly and professionally.
• Reconcile employer and employee contributions, loans, and deductions across payroll, vendors, and recordkeepers.
• Support annual compliance activities including Form 5500, nondiscrimination testing, and census reporting.
• Prepare accounting records and assist with audits and plan committee exhibits.

Skills

Communication skills

Regulatory compliance

Payroll coordination

Education

Bachelor’s degree in Business Administration/HR/Finance

Tools

Excel

Word

Outlook

Co-pilot experience

Job description

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

This role performs day-to-day retirement plan administration, responds to inquiries, and reconciles contributions and loan activity while collaborating with payroll, recordkeepers, actuaries, and other stakeholders.