Senior Retirement Plan Specialist | 401(k) & ESOP Expert

BDO USA; Akron (OH); Hybrid; USD 45,000 - 48,000; Full time

Benefits offered by this job

ESOP company

Total Rewards benefits

Job summary

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Puerto Rico 401(k). You will handle day-to-day plan administration, respond to inquiries, reconcile contributions and loans, and ensure compliant plan operations.

The role requires 3+ years in retirement plan administration, familiarity with IRS/ERISA, and proficiency in Word, Excel, and Outlook.

Qualifications

• Bachelor’s degree required; focus in Business Administration, Human Resources, Finance or Accounting preferred.
• Three or more years of retirement plan administration experience.
• Certified Pension Service Professional (CPSP) preferred.
• Proficient with Word, Excel, Outlook; Excel spreadsheet formulas a must.
• Co-pilot experience preferred.

Responsibilities

• Assist with day-to-day administration of 401(k) and other qualified retirement plans.
• Respond to employee and principal inquiries in a prompt, professional manner.
• Reconcile employer and employee contributions, deductions, and loan activity.
• Audit and balance contributions and loan payments; monitor overdue loans.
• Prepare data analyses and participate in plan committee meetings.

Skills

Communication skills

Time management

Problem solving

Organizational skills

Education

Bachelor's degree in Business Administration, Human Resources, Finance or Accounting

Tools

Word

Excel

Outlook

Co-pilot

Job description

BDO USA is seeking a People & Culture Specialist, Retirement to administer and maintain the firm’s qualified retirement plans, including 401(k) and Puerto Rico 401(k). You will handle day-to-day plan administration, respond to inquiries, reconcile contributions and loans, and ensure compliant plan operations.

The role requires 3+ years in retirement plan administration, familiarity with IRS/ERISA, and proficiency in Word, Excel, and Outlook.