The Ritz-Carlton, South Beach, Miami June 6 - 8, 2005 TPA Forum TAKING ADVANTAGE OF YOUR RESOURCES Presented by: Pamela Mayer, CEBS TPA Specialist – Western.

The Ritz-Carlton, South Beach, Miami • June 6 - 8, 2005

TPA Forum

TAKING ADVANTAGE OF YOUR RESOURCES

Presented by:

Pamela Mayer, CEBS

TPA Specialist – Western Region

Transamerica TPA Forum • Transamerica Retirement Services

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YOUR RESOURCES

PLAN MAXIMIZER

MEP PRODUCT & SERVICES

ERISA4U

TRS WEBSITE


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PLAN MAXIMIZER

ILLUSTRATION TOOL

Designed to Illustrate P.S. Allocation Methods New Comparability 3:1 Ratio Gateway New Comparability 5% Minimum Gateway Age Neutral Integrated Formula Flat Formula

Non-Discrimination Compliance Testing

Automatically Inserted into Proposal


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PLAN MAXIMIZER

HOW IT WORKS…..LIKE A CHARM!!

Found on www.TA-Retirement.com TPA Tools and Resources

Marketing – Plan Maximizer

Complete Plan Information Page Upload Census Data Hit “Run Test” Review Report


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PLAN MAXIMIZER

READY TO RUN PROPOSAL!!!!

Download Proposal Request Form (PRF) Complete all necessary sections

Attach Illustration Using the Browse Button to Select the File


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PLAN MAXIMIZER

Select “FINALIZE”

Proposal is prepared by Transamerica’s Proposal Desk Client Your TPA Firm (Proposal or Executive

Summary) Broker

TRS Sales Consultant is copied on the Request


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A Recordkeeping System that uses Sub-Accounts for a Multiple Employer Plan.

Sub-Accounting Web Access available at Client Company Level Effective Plan Setup/Conversion –Fund Mapping Dedicated MEP Staff


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Our Special Markets Team Provides:

Sales Support Marketing Plan to Add New Client Companies Training for MEP Sponsor Staff


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You Have a MEP Prospect….What’s next? Contact your Sales Consultant

What We Need to Know: Type of MEP Number of Adopters Number of Participants Current Assets, Annual Inflow/Outflow Are you the current TPA


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ERISA HOTLINE – ERISA4U

800-ERISA4U 800-374-7248

Dedicated ERISA Specialists

Offer Legal OPINIONS/GUIDANCE FREE!!!

Available to all our TPA partners


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ERISA HOTLINE TOPICS:

Latest Legislations including EGTRRA General Questions on Plan Design Mergers & Acquisitions Controlled Group & Affiliated Service Group Situations Safe Harbor Plans Other topics…will complete research for you


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Flavors of the Day:

EPCRS issue Distributions Incorrect Profit Sharing Allocation 5% Owner Determination Lost Participants Catch-ups & ADP Testing Rescind Safe Harbor Notice


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TPA WEBSITE: TA-RETIREMENT.COM

USER-FRIENDLY STRUCTURE

Detailed Plan Information Plan Activity Processing Data Downloads TPA Tools & Resources Personal Profile


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PLAN INFORMATION

Plan Details Plan Funds Plan Provisions Activity Statements Plan Contacts Plan Sponsor Guide Participant Forms


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PLAN ACTIVITY

Contributions Distributions Loans Participant Data Plan Level Data


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PROCESSING

Payroll Contributions Census Information


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DATA DOWNLOADS

Participant Census Data Contribution Rate Change Text File Account Data Virtually instantaneous


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INSTALLATION STATUS

Provides the Status of a New Plan New Business Installation Contacts Completion Dates


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TPA TOOLS & RESOURCES

Marketing Marketing Tools TRS Service Standards Announcement Letters Plan Maximizer

TPA Information TPA Guide, Newsletter, Events

TPA Profile


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PERSONAL PROFILE

Change Password Change Email Address Change Email Communications


TAKE ADVANTAGE OF YOUR RESOURCES

HELP US, HELP YOU !!



TPA Forum

Effectively working with your TRS Sales Consultant

Janet Panebianco - Concannon, Miller & Company PC

Todd Moriarty – Regional Director

The Ritz-Carlton, South Beach, Miami June 6 - 8, 2005 TPA Forum TAKING ADVANTAGE OF YOUR RESOURCES Presented by: Pamela Mayer, CEBS TPA Specialist – Western.

Documents

tpa website

current tpa slide

tpa partners

events tpa profile slide

tpa firm proposal

proposal slide

request slide

instantaneous slide