1. Transamerica TPA Web Conference New Business Installation Marisa Lopez Date: May 21, 2003 Time: 9 A.M. PT / 12 P.M. ET

2. TPA S ERVICES P ARTNER S ERIES 2 Agenda NBI Overview NBI 2003 Results NBI Installation Tracker NBI Survey Customized Installation Support Keeping You In The Loop

3. TPA S ERVICES P ARTNER S ERIES 3 NBI Responsibilities Establish relationship with client & producer Coordinate enrollment kit production Ensure accurate generation & execution of Contract Educate client on contribution remittance process Coordinate transfer of assets and perform reconciliation Track accurate & timely installation at TA East Coordinate overall installation with TPA Keep producer and sales office informed

4. TPA S ERVICES P ARTNER S ERIES 4 The NBI Timeline Installation Guide Welcome/Installation call Enrollment kits Contract & Service Agreement Contribution remittance set-up Coordinate/Monitor transfer of assets

5. TPA S ERVICES P ARTNER S ERIES 5 Transfer of Assets Discuss timing of transfer with prior Recordkeeper & Investment Provider Ensure receipt of assets and participant level records from prior Forward allocation records and reconciliation to TA East Ensure PINs mailed to participants

6. TPA S ERVICES P ARTNER S ERIES 6 Fund Mapping Provide customized memo to sponsor Set expectations with prior investment provider regarding required reports Ensure assets are properly mapped into TRS Funds

7. TPA S ERVICES P ARTNER S ERIES 7 NBI 2003Results 80% + cases completed within Installation Cycle Time Reduced number of cases handled by 20% NBI organized into specialized team

8. TPA S ERVICES P ARTNER S ERIES 8 Transamerica Retirement Services

9. TPA S ERVICES P ARTNER S ERIES 9 TPA Login

10. TPA S ERVICES P ARTNER S ERIES 10 TPA Home Page Joe Silver

11. TPA S ERVICES P ARTNER S ERIES 11 NBI Installation Tracker

12. TPA S ERVICES P ARTNER S ERIES 12 NBI Case Snapshot

13. TPA S ERVICES P ARTNER S ERIES 13 NBI Client, Producer & TPA Surveys Commitment to efficiently completing the plan’s installation Keeping you informed during the process Responsiveness of the Project Manager Quality of support during the installation Timeliness of the installation

14. TPA S ERVICES P ARTNER S ERIES 14 Installation Surveys Commentary Client Comments "…(my Project Manager) was wonderful, very knowledgeable and a pleasure to work with." "…(my Project Manager) kept me up to date and well informed during the transitional period... She did a great job and kept me well informed." "…(my Project Manager) has been excellent…." "Overall we are very pleased." Producer Comments "Very well presented. Excellent customer service." "(Project Manager)...performed extremely well. Kept me informed and directed me through the process. She is a great employee for Transamerica." "Very happy with installation and support…. My compliments to…(my Project Manager)." ”Very pleased with all aspects, especially the professionalism of (Project Manager)...."

15. TPA S ERVICES P ARTNER S ERIES 15 Customized Installation Support Termination/Liquidation Letters for Takeover plans Employee Announcement for New Plans Transition Memo for Takeover plans Fund Mapping Memo for Takeover Plans

16. TPA S ERVICES P ARTNER S ERIES 16 Keeping You in the Loop TPA Welcome Letter TPA Update Letter “Great News” Letter NBI Team Support