1. Proposal Process & Plan Maximizer
Pamela Mayer, CEBS
TPA Relationship Manager – Western Region

2. Proposal process 9 Internal Sales Members
Starts with the Broker, TPA, Sales Consultant
Proposal prepared by Internal Sales Desk
PHONE:
Eastern Region:
Central Region:
Western Region:
9 Internal Sales Members
7:30 am – 7:00 pm CST

3. Proposal input Client Name Broker Name Flow (deposits) Takeover Assets
Number of Employees
Eligible or Participating Employees
Number of Employees with Firm
Type of Plan: 401(k), PS, NCP
Commission Option

4. Proposal preparation 2 B-Days Prep + 2 B-Days FedEx Broker Receives:
Transamerica Hard Binder for Client
Executive Summary for Broker
TPA Receives:
Executive Summary
TPA Confirmation Form

5. TPA Confirmation Form Confirms Annual Service Fee “Revenue Sharing!!!”
5 Basis Points
Reflects Additional Service Fee
Up to 25 Basis Points
TPA Instructs TRS before Proposal Issued
CAC increased

6. Sold Plan TPA Written Acknowledgment Checklist Service Agreement
Processes
TPA Faxes back to Sales Consultant

7. PLAN MAXIMIZER

8. Transamerica’s Proprietary Comparative Plan Design Illustration Tool
Plan Maximizer
What is Plan Maximizer?
Transamerica’s Proprietary Comparative Plan Design Illustration Tool

9. Plan Maximizer Location: Transamerica TPA Web site
TPA Tools & Resources
Marketing

10. Creating Illustration:
Plan Maximizer
Creating Illustration:
Easy upload of census data
Assign membership groups
Select plan design options for illustration
Create different versions for same plan
Ability to print reports and check results

11. Plan Allocation Methods:
Plan Maximizer
Plan Allocation Methods:
New Comparability
Age Neutral

12. Illustration Comparisons:
Plan Maximizer
Illustration Comparisons:
New Comparability
Age Neutral
Integrated
Traditional

13. Plan Maximizer process
What happens when you finalize the design work? 1.

14. OUTPUT REPORTS “Contribution Summary”

15. OUTPUT REPORTS “Class Allocation Summary”

16. OUTPUT REPORTS “Plan Contributions”

17. OUTPUT REPORTS “Plan Design Comparison”