401(a) and HRA Special Pay Administration

The City of Georgetown is seeking a qualified consultant to provide full administration and record‑keeping services for a combined 401(a) retirement plan and Health Reimbursement Arrangement (HRA) special‑pay program that handles excess sick‑pay allocations. The contract will be for an initial one‑year term with the possibility of up to four one‑year renewals. The consultant must manage participant enrollment, payroll data integration, contribution allocation, claims processing, reporting, data security, and participant support while maintaining separate records for each component and ensuring compliance with federal, state, and local regulations. The scope includes implementation planning, system integration, ongoing administration, monthly invoicing, and transition support at contract end. • Administer combined 401(a) and HRA program, including eligibility, contributions, vesting, and claims. • Provide secure participant portals, telephone support, and regular reporting to the City. • Perform data mapping, payroll interface, testing, and conversion reconciliation. • Maintain separate records for each component while delivering a coordinated participant view. • Ensure data security, business continuity, and compliance with Texas public‑sector requirements. • Deliver a detailed implementation schedule, service level standards, and transition/record‑retention plan.