Laura S. Moskwa, CPC, QPA Vice President, Director of TPA Services New TPA Offering Laura S. Moskwa, CPC, QPA Vice President, Director of TPA Services

Transamerica TPA solutions Partner Series III The all New Partner Series Advantage You all know the PS III offering well Talk about a new offering in the works PS Advantage

Why???? New TPA offering…. Why???? You know TRS as the provider that does quite a bit of the work that you are typically responsible for Good and Bad

How do we accomplish both??? New TPA offering…. Need to be competitive Avg. TRS TPA sale historically > $1 Million Need to provide more TPA involvement TPA input “let us be more involved” How do we accomplish both???

New TPA offering…. TPA becomes more involved in day to day Technology Cost effective for Transamerica Satisfy TPA request Technology Streamlined paperless functionality Note…not doing this blind Have a group of TPAs that are part of our design review committee that have dedicated time to review the functionality, navigation and logic by reviewing the screen shots in development. We have garnered wonderful feedback which we are incorporating into the project.

Log in ID expansion Multiple IDs per firm ID per Web site user Multiple locations Specific viewing capabilities Various security levels Owner/principal contact Sr. Administrator Jr. Administrator Each data transfer/transaction will be archived

Areas of focus Installation Distributions Loans Vesting

New Business Sale Point of Sale Documents Written Credit Installation Checklist Participant Enrollment Seminars Request meeting and order kits

Ongoing Administration Vesting You upload and control We can suppress Distributions Paper or paperless You authorize online Loans

New Business And Installation Web Screens New Business And Installation

Installation tracker Built a tracker with all the important dates that you and TRS will need to have access to. TRS for PS or Participant calls that may come in TPA to see exactly where a conversion is at in the process

Online Checklist Checklist I am sure all of you are very well aware of how long our current hardcopy checklist was…we pared it down but have a way to go yet. The next few slides will illustrate what is being developed. Contacts Ability for you to enter Plan Administrator responsible for the plan as well as the back up.

Plan Contacts

TPA Fees Ability to indicate fees to be paid by the participant or plan

Plan information

Eligibility

Vesting

Fund Mapping And Cash Conversions Asset Reconciliation Fund Mapping And Cash Conversions

Notification of receipt

Assets in holding account

Mapping Assets

Participant level reconciliation

Enrollment and Re-Enrollment Seminar requests Enrollment and Re-Enrollment Educational Seminars And Kit Orders We would like some feedback on this from you…. But I would first like to have the opportunity to speak to the thought behind this process becoming part of what you do during the installation PS III our Installation team is responsible for notifying our education services as they are in close contact with the plan sponsor and the broker With the PS Adv. You will be coordinating all the installation/conversion processes with the PS and broker. The idea behind this module is to provide you while you are working with the PS and broker to request enrollment meetings. Once your request is logged in TRS will take over and do all the heavy lifting.

Seminar request Screen shot of site locations and dates.

Seminar request Number of kits English/Spanish

In-Service, Hardship, Termination, Retirement Distributions In-Service, Hardship, Termination, Retirement And Loans

Distributions

Loans & Distribution log

Distribution request detail

Distribution approval

The Partner Series Advantage New TPA Offering The Partner Series Advantage Greater TPA involvement Higher level of client service on a local level More competitive product Paperless, efficient alternative What I can tell you is that this is very likely the biggest project TRS has ever undertaken. We have a very large team working on this literally in some cases day and night. I can honestly say that the team is doing a phenomenal job, you can ask the TPAs in room that have been consulted….the functionality and technology being utilized is extremely comprehensive. The unbelievable amount of automation and efficiencies that will be recognized have energized the team and created quite a bit of excitement. What are we going to accomplish?