RFQ Employee Benefit Brokerage Services

Washington County Schools is seeking a broker/consultant to provide Section 125 Flexible Benefits Plan Administration for the plan year beginning October 1, 2026. The selected vendor will be responsible for providing benefit administration services, including discrimination testing, reporting, and record-keeping. The vendor must have experience with Flexible Benefit Administration and be able to provide multiple vendor options. The proposal should include information on the vendor's experience, enrollment and communication capabilities, and cost to the employer. Some key points to consider include: • The vendor must be a North Carolina licensed agent with expertise and capacity to provide the requested services to an employer of at least 500 employees. • The vendor must provide references from at least five employers with at least 300 employees. • The vendor must be able to provide a Flex Card (debit card) and comply with all relevant IRS regulations. • The vendor must describe their communication and enrollment process, including any fees or charges associated with the Flexible Spending Accounts.