Summary
The Retirement Plan Tracking Software solicitation seeks a cloud-hosted software solution to support the administration of a county retirement plan. Requirements include tracking multiple tiers of 401(a) plan types with grandfathered provisions, accurate benefit calculations considering eligibility rules, support for spouse/beneficiary elections, ability to move funds between institutions such as Wells Fargo and US Bank, audit capabilities for events like death, lump sum benefit pay-out processing, and a fully hosted SaaS deployment with non-disruptive upgrades. The opportunity is currently open and accepting vendor proposals through the listed closing date.