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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.

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Presentation on theme: "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."— Presentation transcript:

1 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

2 Transamerica TPA Forum Transamerica Retirement Services 2 YOUR RESOURCES PLAN MAXIMIZER MEP PRODUCT & SERVICES ERISA4U TRS WEBSITE

3 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

4 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

5 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

6 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

7 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

8 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

9 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

10 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

11 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

12 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

13 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

14 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

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

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

17 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

18 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

19 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

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

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

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

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


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