TPA Relationship Manager – Central Region TPA Forum Working with your TPA Relationship Manager Sally J. Stresnak TPA Relationship Manager – Central Region

Working with your TPA RM What are you looking for from your TPA RM? What can we do to be more effective? What services can we provide that will help you and your employees? What kind of training and support works best? How can we help you grow your business?

Working with your TPA RM Introduction to the TPA Relationship Managers Staying Connected Training Opportunities Joint Meetings and Presentations Marketing Plans Ongoing Assistance and Support

So who is the TPA Relationship Mgr? “The TPA Relationship Manager is your Ambassador to Transamerica Retirement Services. They provide you with support on all fronts providing a voice for you at TRS. They are here to help you keep up with changes, keep your staff trained and informed and help you to grow your business.”

Your Transamerica TPA Ambassadors Pamela Mayer TPA Relationship Manager – Western Region

Your Transamerica TPA Ambassadors Sally Stresnak TPA Relationship Manager – Central Region

Your Transamerica TPA Ambassadors Tim Durepo TPA Relationship Manager – Eastern Region

Staying Connected Updating and explaining any changes to how Transamerica works with you Keeping you updated on product changes Keeping you aware of any new tools and service available Working as your liaison to the Transamerica home office Your advocate at Transamerica to help drive enhancements to our services

Training Opportunities Our Job is to make your administrator’s job easier Onsite back-office training Website Demo – TPA Download capabilities Plan Maximizer Product Training – We make sure that your employees really feel comfortable with TRS

Joint Meetings and Presentations Business Building Workshops Training producers to “Partner” local experts Continuing Education Seminars Present jointly with your TRS Sales Consultant as a Team “TPA Team Approach” meetings with individual brokers

Ongoing Assistance and Support Work to get the word out about our TPA products Sales Consultants Retirement Producers Provide ongoing assistance with all issues at TRS Product Website Revenue Sharing Bringing your ideas to the table Providing assistance when issues need to be elevated

Marketing Plans Works with your Sales Consultant to put together an annual marketing plan for new business Helps to determine what marketing pieces may work for your firm Joint Marketing Letters with Sales Consultant TPA Introduction Letters Custom Broker Bullet Newsletters Beta Marketing Program

What about my day to day questions? TPA ConnectSM 877-398-7526 Monday – Friday 6:00 AM to 5:00 PM Pacific Time

Working with your TPA RM Questions?