Principal Benefits Delivery Partner

Principal Benefits Delivery Partner The Principal Benefits Delivery Partner is a strategic lead responsible for the end-to-end administration, compliance, and operational excellence of the organization's retirement portfolio. This role bridges the gap between high-level benefits strategy and day-to-day execution, ensuring that both Qualified and Non-Qualified plans are managed with precision. In addition, this role will manage Health Saving Accounts administration. The Principal lead will manage vendor relationships, drive large-scale implementation projects, and serve as the subject matter expert (SME) for regulatory shifts that impact retirement savings, and/or other benefit programs such as the Health Savings Account (HSA). Responsibilities 1. Plan Administration & Operations Operational Oversight: Lead the daily administration of defined contribution and defined benefit plans, ensuring accurate data exchange between internal HRIS (e.g., Workday) and external recordkeepers. Partner with Payroll team for on-going benefits deduction audits and resolve issues as needed. Non-Qualified Plan Management: Oversee the specialized administration of Non-Qualified Deferred Compensation (NQDC) plans, including enrollment cycles, distribution scheduling, and coordination with executive payroll. Process Improvement: Audit existing workflows to identify inefficiencies; design and implement automated solutions to reduce manual errors in contribution processing or vesting calculations. 2. Compliance & Governance Regulatory Adherence: Ensure all plans remain compliant with ERISA, IRS, and DOL regulations. Partner with Benefits Strategy team on providing necessary data for timely filing of Form 5500s and non-discrimination testing. Audit Management: Partner with Strategy team for internal and external auditors; manage the collection of materials for annual plan audits and government inquiries. Fiduciary Support: Support the Retirement Investment Committee by providing operational data, preparing meeting materials, and ensuring that all administrative actions align with plan documents. 3. Vendor & Stakeholder Management Vendor Performance: Hold recordkeepers, trustees, and actuaries accountable through regular Performance Reviews and Service Level Agreement (SLA) monitoring. Cross-Functional Collaboration: Partner with Finance, Legal, and Payroll teams, to ensure accurate funding of plans and proper tax reporting for executive benefits. Participant Advocacy: Act as POC on escalations for complex participant issues, resolving disputes related to claims, distributions, or QDROs. 4. Strategic Implementation & Communication Project Leadership: Lead large-scale initiatives such as plan mergers (M&A), recordkeeper transitions, or the introduction of new plan features (e.g., Roth options, Auto-enrollment). Communication: Work with the internal communications team to develop educational campaigns that increase plan participation and financial literacy across the workforce. Qualifications Technical Knowledge: Deep expertise in ERISA, Section 409A (for non-qualified plans), and 401(k) compliance. Advance knowledge in Microsoft Office, expert in Excel. Systems: Proficiency in HRIS platforms (Workday experience a plus) Certifications: CEBS (Certified Employee Benefit Specialist) or RPA (Retirement Plan Associate) preferred. Experience: 10+ years in benefits administration on retirement plans; some healthcare/wellness programs experience a plus Soft Skills: Demonstrated ability to lead through influence in a highly collaborative, cross-functional environment. Project Management: Proven track record of managing large-scale projects (e.g., plan conversions or vendor implementations) in an agile, fast-paced corporate setting. Analytical Skills: Expert in Excel (XLOOKUPs, Pivot Tables, etc.) and data visualization tools for auditing and reporting purposes. Ability to perform data analysis, root cause analysis and process optimization. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. This position may be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs. Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. The expected base pay range for this position is: Bay Area California $ 185,000- 250,500 Southern California $ 166,000- 224,500

Created: 2026-03-05