TPA TOOLS – Use them or Lose out Presented by: Brenda Rynski TPA Relationship Manager – Western Region

TRS - 72 years of retirement services A top ten pension provider with superior customer service and a client retention rate of 94% We know how to help you succeed Let’s break it down: Your tools, your resources, Use them or you might lose out! Transamerica Team TRS – Website TPA and Client 800 numbers TRS Marketing & Award Winning Education Tools

Meet the TRS Team TRS Stars in the Making! TPA Relationship Managers Sally Stresnak – Central Region John DeMasi – Eastern Region Brenda Rynski – Western Region Assist you in growing your business Develop relationships with our Sales Consultants Introduce and lock in local Financial Advisors Promote your expertise in plan design Educate FA’s on TPA’s value to clients Educate FA’s on how to “spot” a TPA opportunity Develop strategies and set goals for our partnership Keep you informed on new enhancements or hot topics Bring you business!

TRS Team Sales Consultants Account Executives Build business relationships Introduce key Financial Advisors Set up Business Building Workshops, seminars and meetings Bring you in on the client presentations Account Executives Assigned to all plans at $3 million or more Provide web-training to client Set up enrollment meetings Work closely with you and the client

TRS Team NBI – New Business Installation Integral part of TPA Services Bring highest quality of service to you and your clients, before and during a new plan installation Establish relationships with Clients, Producers and TPA’s Coordinate Enrollment Kit production Educate clients about contribution remittance process Coordinate transfer of assets and reconciliation Reconciliation of outstanding loans Provide weekly updates

TRS Team NBI – New Business Installation (continued) Transfer of Assets: Coordinate transfer with prior recordkeeper and investment provider Receive assets and participant level records from prior provider Reconcile and allocate assets at participant level

TRS Website TA-Retirement.com Easy to use Comprehensive plan information TPA tools & Resources New Features (profile and fees) Uploading and downloading Reporting capabilities Accessible 24/7 TPA, Client, Advisor, and Participant levels

TRS Website TPA TOOLS & RESOURCES Plan MaximizerSM Plan types Comparative Plan Design illustration tool Easy to use Automatically linked to Proposal System Ability to review detailed calculations Plan types New Comparability Age-Neutral Age-Weighted Integrated Traditional

800 numbers We’ve got them, so use them! TPAConnect SponsorConnect ERISA4U Available to all TPA partners!

TPAConnect TPAConnect – 877-398-7526 write it down! Available to all TPA Partners Answer your question first call For assistance with: Web site support Data downloads Recordkeeping questions Confirmation of transactions Statement questions Available Monday – Friday 6 a.m. thru 5 p.m. Pacific

Single Point of Contact Exciting News! Single Point of Contact Rolling out Single Point of Contact – by early Q3 For your Transamerica plans in excess of $500,000 first year deposits You will receive notification of your contact name and direct phone number For you and your clients! Stay tuned!

SponsorConnect SponsorConnect – 866-498-4557 Resource for your Transamerica clients for recordkeeping and processing questions Available for all plans Client questions Web site support

Available to all TA TPA Partners ERISA HOTLINE – ERISA4U 866-ERISA4U Available to all TA TPA Partners ERISA HOTLINE TOPICS: Latest Legislations including EGTRRA General Questions on Plan Design Mergers & Acquisitions Controlled Group & Affiliated Service Group Situations Safe Harbor Plans Advanced Testing & Design Issues Other topics…will complete research for you Simple phone call to get vital assistance or just another opinion Available Monday – Friday 7 a.m. – 4 p.m. Pacific Time

TRS Marketing & Education Materials Marketing Tools TRS Service Standards Announcement Letters Plan MaximizerSM TPA Information TPA Guide, Newsletter, Events TPA Preferred Marketing Program Premier Support Platinum Support 2007 Qualifications – July 1, 2006

TRS Marketing & Education Materials Award winning education materials Complete enrollment workshop Onsite, online, or video Customized enrollment kits Easy to use, easy to understand English or Spanish Takes participant through in 5 easy steps Online Advice

Tell us what you want, what you need, and what we’re missing! TRS - TOOLS Your feedback Tell us what you want, what you need, and what we’re missing! Thank you!

TAKE ADVANTAGE OF YOUR RESOURCES