1. 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

2. 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

3. 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

4. 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???

5. 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.

6. 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

7. Areas of focus
Installation
Distributions
Loans
Vesting

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

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

10. New Business And Installation
Web Screens
New Business
And
Installation

11. 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

12. 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.

13. Plan Contacts

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

15. Plan information

16. Eligibility

17. Vesting

18. Fund Mapping And Cash Conversions
Asset Reconciliation
Fund Mapping
And
Cash Conversions

19. Notification of receipt

20. Assets in holding account

21. Mapping Assets

22. Participant level reconciliation

23. 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.

24. Seminar request
Screen shot of site locations and dates.

25. Seminar request
Number of kits
English/Spanish

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

27. Distributions

28. Loans & Distribution log

29. Distribution request detail

30. Distribution approval

31. 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?