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:

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.

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.

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.

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 performdata 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 (see more about our compensation and benefits at Intuit®: Careers | Benefits). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing fair pay for employees, Intuit conducts regular comparisons across categories of ethnicity and gender. The expected base pay range for this position is:

Bay Area California $ 185,000- 250,500
Southern California $ 166,000- 224,500