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 2 YOUR RESOURCES PLAN MAXIMIZER MEP PRODUCT & SERVICES ERISA4U TRS WEBSITE

Transamerica TPA Forum Transamerica Retirement Services 3 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

Transamerica TPA Forum Transamerica Retirement Services 4 PLAN MAXIMIZER HOW IT WORKS…..LIKE A CHARM!! Found on TPA Tools and Resources Marketing – Plan Maximizer Complete Plan Information Page Upload Census Data Hit Run Test Review Report

Transamerica TPA Forum Transamerica Retirement Services 5 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

Transamerica TPA Forum Transamerica Retirement Services 6 PLAN MAXIMIZER Select FINALIZE Proposal is prepared by Transamericas Proposal Desk Client Your TPA Firm (Proposal or Executive Summary) Broker TRS Sales Consultant is copied on the Request

Transamerica TPA Forum Transamerica Retirement Services 7 MEP PRODUCT & SERVICES 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

Transamerica TPA Forum Transamerica Retirement Services 8 MEP PRODUCT & SERVICES Our Special Markets Team Provides: Sales Support Marketing Plan to Add New Client Companies Training for MEP Sponsor Staff

Transamerica TPA Forum Transamerica Retirement Services 9 MEP PRODUCT & SERVICES You Have a MEP Prospect….Whats 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

Transamerica TPA Forum Transamerica Retirement Services 10 ERISA HOTLINE – ERISA4U 800-ERISA4U Dedicated ERISA Specialists Offer Legal OPINIONS/GUIDANCE FREE!!! Available to all our TPA partners

Transamerica TPA Forum Transamerica Retirement Services 11 ERISA HOTLINE – ERISA4U 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

Transamerica TPA Forum Transamerica Retirement Services 12 ERISA HOTLINE – ERISA4U Flavors of the Day: EPCRS issue Distributions Incorrect Profit Sharing Allocation 5% Owner Determination Lost Participants Catch-ups & ADP Testing Rescind Safe Harbor Notice

Transamerica TPA Forum Transamerica Retirement Services 13 TPA WEBSITE: TA-RETIREMENT.COM USER-FRIENDLY STRUCTURE Detailed Plan Information Plan Activity Processing Data Downloads TPA Tools & Resources Personal Profile

Transamerica TPA Forum Transamerica Retirement Services 14 TPA WEBSITE: TA-RETIREMENT.COM PLAN INFORMATION Plan Details Plan Funds Plan Provisions Activity Statements Plan Contacts Plan Sponsor Guide Participant Forms

Transamerica TPA Forum Transamerica Retirement Services 15 TPA WEBSITE: TA-RETIREMENT.COM PLAN ACTIVITY Contributions Distributions Loans Participant Data Plan Level Data

Transamerica TPA Forum Transamerica Retirement Services 16 TPA WEBSITE: TA-RETIREMENT.COM PROCESSING Payroll Contributions Census Information

Transamerica TPA Forum Transamerica Retirement Services 17 TPA WEBSITE: TA-RETIREMENT.COM DATA DOWNLOADS Participant Census Data Contribution Rate Change Text File Account Data Virtually instantaneous

Transamerica TPA Forum Transamerica Retirement Services 18 TPA WEBSITE: TA-RETIREMENT.COM INSTALLATION STATUS Provides the Status of a New Plan New Business Installation Contacts Completion Dates

Transamerica TPA Forum Transamerica Retirement Services 19 TPA WEBSITE: TA-RETIREMENT.COM TPA TOOLS & RESOURCES Marketing Marketing Tools TRS Service Standards Announcement Letters Plan Maximizer TPA Information TPA Guide, Newsletter, Events TPA Profile

Transamerica TPA Forum Transamerica Retirement Services 20 TPA WEBSITE: TA-RETIREMENT.COM PERSONAL PROFILE Change Password Change Address Change Communications

The Ritz-Carlton, South Beach, Miami June 6 - 8, 2005 TAKE ADVANTAGE OF YOUR RESOURCES HELP US, HELP YOU !!

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

TPA Forum Effectively working with your TRS Sales Consultant Janet Panebianco - Concannon, Miller & Company PC Todd Moriarty – Regional Director