Benefits Analyst – 401K Consultant
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
Benefits Analyst role managing retirement plans at Intuit. Ensuring effective benefits delivery and resolving issues in a fully remote capacity.
Responsibilities:
- Establish strong relationships with HR Partners, business leaders, and employees to ensure benefits delivery meets employee needs across health, welfare, and retirement programs.
- Function as a subject matter expert on all core benefit programs—including FSAs, HSAs, and retirement plans (e.g., 401(k), employer match, ETC.) .
- Resolve benefits issues and escalations within set SLAs (48–72 hours for non-complex issues; five business days for complex cases).
- Resolve complex issues by identifying root causes, completing impact analysis (financial and member impact), and evaluating resolution options.
- Provide subject matter oversight on retirement plan operations , including eligibility, enrollments, contribution corrections, plan compliance, and payroll file accuracy.
- Build and manage effective relationships with benefit vendors, including health/welfare and retirement recordkeepers.
- Conduct ongoing vendor meetings (monthly, quarterly) to discuss service performance, participant satisfaction, website/admin experiences, and performance guarantees.
- Monitor monthly invoices to ensure alignment with administrative fees, participant counts, and plan rules.
- Actively participate in Annual Enrollment preparation and testing for medical, dental, vision, FSA/HSA, and retirement enrollment updates.
- Partner with vendors to verify eligibility rules, contribution limits (including IRS retirement plan limits), imputed income, COBRA rates, ASO fees, and premium accuracy.
- Review interface files between the benefits administration platform and all vendor systems—including retirement providers—to ensure precise data mapping, required fields, and testing.
- Serve as the internal SME for retirement benefits, including 401(k), after-tax contributions, company match programs, and nonqualified deferred compensation (if applicable).
- Work with payroll and technical teams to ensure accurate processing of contributions, loan repayments, catch-up contributions, and IRS limit monitoring.
- Support annual retirement plan activities.
- Assist with the evaluation of plan design changes, plan amendments, and implementation of new retirement features or enhancements.
- Manage escalated retirement participant issues such as loan processing, hardship withdrawals, distribution timing, and rollover complexities.
- Identify opportunities for process improvements and automation across all benefit programs—including retirement plan processes.
- Manage implementation, documentation, and ongoing measurement of improvements.
- Conduct or participate in benefits training for HR, payroll, partner teams, and external vendors, including training on retirement plan processes and updates.
- Execute audit schedules for each major vendor, including retirement plan audits.
- Review ERISA, IRS, DOL, ACA, CMS, and state-related regulatory requirements and support all required filings.
- Monitor regulatory changes affecting health, welfare, and retirement programs; partner with ERISA counsel and vendors as needed to implement changes.
Requirements:
- Bachelor’s degree in Human Resources or related field, or equivalent working experience
- Minimum 6 years’ benefits program management experience required – Specifically in 401K/Retirement plans
- Fidelity and ADP experience/knowledge REQUIRED
- Excellent project management skills with proven ability to design workable solutions, manage multiple initiatives simultaneously, prioritize workloads, meet deadlines, and drive projects to successful implementation
- Deep analytical skills, comfortable working with and communicating substantial amounts of data findings, experience establishing and tracking program metrics
- Ability to work with a high degree of autonomy through ambiguous circumstances
- Strong business judgment and a practical, common-sense approach to getting things done
- Successful record of building operational processes and procedures with a focus on continuously improving programs
- Excellent written and verbal communications skills - ability to interface with all levels of the organization and influence business leaders
- Proficient in Excel
- Previous experience with HRIS/Payroll systems; Workday, ADP Payroll, and Alight experience preferred.
- Deep knowledge of ERISA, HIPAA, ADA, COBRA, FMLA, Worker’s Compensation, and other benefits-related legislation. Also, FSA and HSA accounts.
- Strong knowledge of health and welfare benefit programs including healthcare, life, disability, time away, vacation, sick, and well-being benefits
- Understanding of the need for confidentiality in maintaining integrity internally and externally with HR data.
- Must be able to work PST zone.
Benefits:
- Medical
- Dental
- Life insurance
- Disability
- 401K
Similar Jobs
Senior Delivery Analyst
Senior Delivery Analyst managing data product workflows and ensuring quality assurance at Acxiom. Responsible for coordinating with clients and stakeholders while leading projects on data processing.
Senior Analyst, Field Inventory Planning
Senior Analyst supporting field inventory planning at Petco, ensuring inventory readiness across new stores and promotional activities. Analyzing trends and collaborating with cross-functional teams.
IT Analyst – OpTime/Anesthesia
Epic IT Analyst managing application integrations and system configurations in healthcare setting for Baptist Health. Collaborating between IT and operations to ensure software aligns with goals and mandates.
Environmental Health SME – Solution Analyst
Solutions Analyst harnessing public health knowledge to enhance technology solutions for health departments. Collaborating to identify challenges and implementing efficient workflows.
Senior Compensation Analyst
Senior Compensation Analyst at Argano managing compensation policies and programs, conducting analysis on salary structure, and ensuring compliance with laws.
Senior Clinical Information Systems Analyst – Epic Orders, Bugsy
Epic Analyst responsible for managing ambulatory applications and providing project support at healthcare organization. Collaborating with teams to optimize workflows and ensure effective application functionality.
NERC CIP Remediation Analyst
NERC CIP Remediation Analyst delivering hands-on remediation execution for utility compliance audit preparation. Working with audit readiness team on gap assessment and mock audit facilitation.
Data Protection Analyst
Data Protection Analyst at CrowdStrike providing operational support for data protection initiatives and ensuring compliance with data policies. Collaborating with the Data Protection Manager on technical labeling and data cataloging tasks.
Data Surveillance Analyst
Data Surveillance Analyst responsible for data analysis and compliance with clinical monitoring at Parexel. Engaging in Data Surveillance Plans and documentation to advance clinical trial processes.
Service Desk Analyst – Tier 2
Service Desk Analyst providing advanced customer support in Momentum Financials for the Department of Veterans Affairs. Collaborating with stakeholders and resolving technical issues in a timely manner.
Senior Capital Markets Analyst
Sr. Capital Markets Analyst for iBusiness Funding supporting execution of structured funding and producing lender materials. Utilizing strong modeling skills and collaborating with various internal and external stakeholders.
LATAM Intercompany Analyst
Intercompany Analyst responsible for managing purchasing data and resolving discrepancies within intercompany operations. Collaborating globally to ensure effective procurement processes.
Clinical Development Analyst
Clinical Development Analyst providing coding performance and client consultation at Solventum. Enhancing coding solutions with data analysis and support across teams.
Scheduling Analyst
Scheduling Analyst at HarmonyCares managing provider schedules for efficient patient engagement in home-based healthcare services.
Agile Analyst
Agile role at Hitss ensuring effective adoption of agile methodologies across teams. Collaborate with leaders and stakeholders to streamline processes and drive continuous improvement.
Senior Analyst, Commercial Data – Insights
Senior Analyst specializing in commercial data and insights for biopharmaceutical company. Developing dashboards, providing actionable insights, and improving analytics capabilities.
Senior Analyst, MENA – Geoeconomics of GCC region
Senior Analyst conducting research and analysis on GCC economy at Eurasia Group. Focusing on investments, regulatory changes, and client engagement in the MENA region.
SOX IT Analyst
SOX IT Analyst at Hims & Hers driving Sarbanes-Oxley compliance and improving IT processes. Collaborating with IT teams and managing documentation for compliance activities.
Credit Analyst
Credit Analyst supporting investment underwriting and asset management for a boutique capital markets firm. Involves financial analysis, portfolio performance reporting, and covenant compliance in a remote setting.
Configuration Analyst II
Configuration Analyst II responsible for system configuration and validation for health plan implementations. Collaborating to ensure accurate benefit programming and compliance requirements.