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

2. 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

3. 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!

4. 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

5. 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

6. 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

7. 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

8. 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

9. 800 numbers We’ve got them, so use them! TPAConnect SponsorConnect
ERISA4U
Available to all TPA partners!

10. 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

11. 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!

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

13. 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

14. 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

15. 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

16. 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!

17. TAKE ADVANTAGE OF YOUR RESOURCES