Appendix_E_-_Client_Reference.pdf

Appendix E is a client references form issued by the County of Sacramento for a Health Reimbursement Arrangement (HRA) Plan Record-keeper Request for Proposal (RFP). The document provides a template for proposers to list three required client references, with columns for capturing details such as client name, location, public sector status, years of contracting, client size, reference contact information, and additional relevant information about each reference.

The references form is part of a broader RFP for a retiree health savings plan record-keeper, which currently involves approximately 12,000 active employees and 12,000 retirees. The County of Sacramento has been contributing $25 per paycheck to this HRA plan since 2007, with the goal of providing a comprehensive, tax-free retirement health savings program. The current record-keeper is MissionSquare Retirement (formerly ICMA-RC), and the third-party claims administrator is Meritain Health. The plan aims to offer a range of investment options that accommodate participants' diverse financial objectives, risk tolerances, and demographic backgrounds.