People & Culture Specialist, Retirement

Job description

The People & Culture Specialist, Retirement is responsible for administering and maintaining the Firm’s qualified retirement plans, including the 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan programs. This role performs day-to-day retirement plan administration, supports employee and principal inquiries, reconciles contributions and loan activity, partners with internal and external stakeholders, and helps ensure accurate, timely, and compliant plan operations.

Job Duties:

Assists with the day-to-day administration of the Firm’s qualified retirement plan programs, including 401(k), Puerto Rico 401(k), and Employee Stock Bonus Plan activities

Assists with the Retirement Plan inbox and responds to employee and principal inquiries in a prompt, accurate, professional, and client-centric-focused manner

Reconciles employer contributions, employee contributions, employee deductions, loan payments, and related activity between payroll, draw, vendors, and plan recordkeepers

Identifies payroll and vendor discrepancies, coordinate corrective actions, and support accurate, compliant plan administration

Audits, balances, and rectifies contribution and loan payments, including monitoring overdue loan payments and administering employee and partner loan payment processes

Produces and analyzes plan demographic, performance, census, allocation, and earnings data, including support for Employee Stock Bonus Plan administration

Assists with determining participant eligibility within applicable plans, calculating appropriate contributions and forfeitures, and communicates required data to recordkeepers, actuaries, payroll, and draw teams

Supports annual compliance activities, including retirement plan audits, annual census reporting, Form 5500 support, ADP/ACP and other nondiscrimination testing, and federally mandated retirement plan disclosures and notices

Prepares accounting records through trial balance, assist auditors with financial statements, and maintain accounting records for the Firm’s retirement plan programs

Analyzes information and prepares exhibits for plan committee meetings; attend committee meetings as requested

Conducts retirement plan orientation and education meetings for new hires, employees, and principals, as needed

Assists by serving as a liaison between BDO, plan participants, beneficiaries, payroll, draw, recordkeepers, retirement plan vendors, actuaries, OGC, and outside counsel on plan-related matters

Reviews and distributes relevant plan information, communications, documentation, disclosures, and notices to participants and beneficiaries

Assists participants with rollover, distribution, loan, contribution adjustment, refund, and other plan-related questions or administrative changes

Assists in the implementation of new plans, programs, plan changes, and administrative procedure updates

Maintains accurate and timely documentation and records for all plan-related activities, following established company policies and procedures

Maintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefits

Handles confidential and sensitive information with appropriate discretion while working in a virtual team environment

Assists the Total Rewards Benefits team on the administration of the firm’s health and welfare benefits, as needed

Assists the Total Rewards Leaves team on the administration of employee leaves, as needed

Other duties as required

Supervisory Responsibilities:

N/A

Qualifications, Knowledge, Skills and Abilities:

Education:

Bachelor’s degree required; focus in Business Administration, Human Resources, Finance, Accounting, preferred

Experience:

Three (3) or more years of experience in retirement plan administration, required

Experience with retirement plan (IRS and ERISA) laws, in a professional services firm, preferred

License/Certifications:

Software:

Intermediate to advanced computer software skills including Word, Excel and Outlook, required

Must be able to create Excel spreadsheets using formulas, required

Language:

N/A

Other Knowledge, Skills & Abilities:

Excellent written and verbal communication skills

Possess the ability to comprehend complex legal documents and filings

Ability to make sound recommendations based on analysis, experience and judgment

Ability to problem-solve issues to resolution

Ability to work well under pressure, remaining composed and professional

Ability to work in a fast-paced environment, prioritize and manage multiple assignments

Strong organizational skills and time management practices

Must develop and maintain strong working relationships internally and externally

Ability to maintain a high level of confidentiality

Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate’s qualifications, experience, skills, and geography.

National Range:$32.70/hr - $34.62/hr

Maryland Range: $32.70/hr - $34.62/hr

NYC/Long Island/Westchester Range: $32.70/hr - $34.62/hr

About Us

At BDO, how we show up matters. We build strong relationships by supporting one another, our clients, and our communities with care, curiosity, and a commitment to helping one another grow and succeed. Here, you’ll find meaningful work, leaders invested in your success, and opportunities to build a career around what matters most to you.

Our purpose is to be the people our clients count on to grow with confidence and achieve what matters most. Our values guide how we bring that purpose to life each day. Together, they shape how we work with one another, serve our clients, and create meaningful impact.

BDO provides assurance, tax, and advisory services to clients across the U.S. and around the world. No matter your role, you’ll be part of a team helping clients navigate complexity and move forward with clarity.

We are proud to be an ESOP company, offering participants a stake in the firm’s success through beneficial ownership and a unique opportunity to enhance their financial well‑being. As a qualified retirement plan, the ESOP is a meaningful addition to our comprehensive compensation and Total Rewards benefits* offerings. It also reinforces an ownership mindset that strengthens our connection to one another, our clients, and the future we’re building together.

*Benefits may be subject to eligibility requirements.

Locations 11 109 Michigan St, NW, Grand Rapids, MI, 49503, US 31 615 South College St., Charlotte, NC, 28202, US 23 600 North Pearl, Dallas, TX, 75201, US 18 211 E. Water Street, Kalamazoo, MI, 49007, US 421 Fayetteville Street, Raleigh, NC, 27601, US 225 W. Randolph Street, Chicago, IL, 60606, US 2929 Allen Parkway, Houston, TX, 77019, US 6 2600 W. Big Beaver Road, Troy, MI, 48084, US

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Worksite address

grand rapids, MI, 49528, US

Who can apply

Review the original listing for work authorization, qualifications and employer requirements.