BANKING-9533 - USA (Georgetown, Texas) - 401(a) and HRA Special Pay Program Administration and Recordkeeping Services - Deadline November 17,2026

Vendor needs to provide 401(a) and HRA special pay program administration and recordkeeping services to the government authority located in Georgetown, TX.– Provide coordinated administration and recordkeeping for the City special–pay program combining a 401(a) plan and a health reimbursement arrangement (HRA), associated with excess sick pay.– Administer each component under its governing City–approved documents while providing coordinated employer service and participant communications.– Maintain distinct 401(a) and HRA balances, transactions, fees and payment histories. – Provide an implementation manager and a milestone schedule covering discovery, data mapping, payroll interfaces, testing, reconciliation, participant communications, training and production readiness– Maintain complete participant and plan–level records of contributions, balances, transactions, fees, adjustments and benefit payments.– Assign a primary relationship manager, operational contacts and an escalation path. Provide a secure sponsor portal with role–based access, standard and ad hoc reports, transaction status and reconciliation reports.