Job Summary:

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 activitiesAssists with the Retirement Plan inbox and responds to employee and principal inquiries in a prompt, accurate, professional, and client-centric-focused mannerReconciles employer contributions, employee contributions, employee deductions, loan payments, and related activity between payroll, draw, vendors, and plan recordkeepersIdentifies payroll and vendor discrepancies, coordinate corrective actions, and support accurate, compliant plan administrationAudits, balances, and rectifies contribution and loan payments, including monitoring overdue loan payments and administering employee and partner loan payment processesProduces and analyzes plan demographic, performance, census, allocation, and earnings data, including support for Employee Stock Bonus Plan administrationAssists with determining participant eligibility within applicable plans, calculating appropriate contributions and forfeitures, and communicates required data to recordkeepers, actuaries, payroll, and draw teamsSupports 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 noticesPrepares accounting records through trial balance, assist auditors with financial statements, and maintain accounting records for the Firm's retirement plan programsAnalyzes information and prepares exhibits for plan committee meetings; attend committee meetings as requestedConducts retirement plan orientation and education meetings for new hires, employees, and principals, as neededAssists by serving as a liaison between BDO, plan participants, beneficiaries, payroll, draw, recordkeepers, retirement plan vendors, actuaries, OGC, and outside counsel on plan-related mattersReviews and distributes relevant plan information, communications, documentation, disclosures, and notices to participants and beneficiariesAssists participants with rollover, distribution, loan, contribution adjustment, refund, and other plan-related questions or administrative changesAssists in the implementation of new plans, programs, plan changes, and administrative procedure updatesMaintains accurate and timely documentation and records for all plan-related activities, following established company policies and proceduresMaintains knowledge of legal and regulatory changes, trends, and other developments affecting retirement benefitsHandles confidential and sensitive information with appropriate discretion while working in a virtual team environmentAssists the Total Rewards Benefits team on the administration of the firm's health and welfare benefits, as neededAssists the Total Rewards Leaves team on the administration of employee leaves, as neededOther duties as required

Supervisory Responsibilities:

N/AQualifications, 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, requiredExperience with retirement plan (IRS and ERISA) laws, in a professional services firm, preferred

License/Certifications:

Certified Pension Service Professional (CPSP), preferred

Software:

Intermediate to advanced computer software skills including Word, Excel and Outlook, requiredMust be able to create Excel spreadsheets using formulas, requiredCo-pilot experience, preferred

Language:

N/AOther Knowledge, Skills & Abilities:

Excellent written and verbal communication skillsPossess the ability to comprehend complex legal documents and filingsAbility to make sound recommendations based on analysis, experience and judgmentAbility to problem-solve issues to resolutionAbility to work well under pressure, remaining composed and professionalAbility to work in a fast-paced environment, prioritize and manage multiple assignmentsStrong organizational skills and time management practicesMust develop and maintain strong working relationships internally and externallyAbility 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 All qualified applicants will receive consideration for employment without regard to race, age, color, religion, sex, national origin, disability, protected veteran status, or any other classification protected by law.