TPA Forum

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TPA Forum

• TAKING ADVANTAGE OF YOUR RESOURCES
• Presented by
• Pamela Mayer, CEBS
• TPA Specialist Western Region

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YOUR RESOURCES

• PLAN MAXIMIZER
• MEP PRODUCT SERVICES
• ERISA4U
• TRS WEBSITE

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PLAN MAXIMIZER

• ILLUSTRATION TOOL
• Designed to Illustrate P.S. Allocation Methods
• New Comparability 31 Ratio Gateway
• New Comparability 5 Minimum Gateway
• Age Neutral
• Integrated Formula
• Flat Formula
• Non-Discrimination Compliance Testing
• Automatically Inserted into Proposal

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PLAN MAXIMIZER

• HOW IT WORKS..LIKE A CHARM!!
• Found on www.TA-Retirement.com
• TPA Tools and Resources
• Marketing Plan Maximizer
• Complete Plan Information Page
• Upload Census Data
• Hit Run Test
• Review Report

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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

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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

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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

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MEP PRODUCT SERVICES

• Our Special Markets Team Provides
• Sales Support
• Marketing Plan to Add New Client Companies
• Training for MEP Sponsor Staff

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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

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ERISA HOTLINE ERISA4U

• 800-ERISA4U
• 800-374-7248
• Dedicated ERISA Specialists
• Offer Legal OPINIONS/GUIDANCE
• FREE!!!
• Available to all our TPA partners

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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 topicswill complete research for you

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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

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TPA WEBSITE TA-RETIREMENT.COM

• USER-FRIENDLY STRUCTURE
• Detailed Plan Information
• Plan Activity
• Processing
• Data Downloads
• TPA Tools Resources
• Personal Profile

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TPA WEBSITE TA-RETIREMENT.COM

• PLAN INFORMATION
• Plan Details
• Plan Funds
• Plan Provisions
• Activity Statements
• Plan Contacts
• Plan Sponsor Guide
• Participant Forms

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TPA WEBSITE TA-RETIREMENT.COM

• PLAN ACTIVITY
• Contributions
• Distributions
• Loans
• Participant Data
• Plan Level Data

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TPA WEBSITE TA-RETIREMENT.COM

• PROCESSING
• Payroll Contributions
• Census Information

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TPA WEBSITE TA-RETIREMENT.COM

• DATA DOWNLOADS
• Participant Census Data
• Contribution Rate Change Text File
• Account Data
• Virtually instantaneous

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TPA WEBSITE TA-RETIREMENT.COM

• INSTALLATION STATUS
• Provides the Status of a New Plan
• New Business Installation Contacts
• Completion Dates

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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

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TPA WEBSITE TA-RETIREMENT.COM

• PERSONAL PROFILE
• Change Password
• Change Email Address
• Change Email Communications

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TAKE ADVANTAGE OF YOUR RESOURCES

• HELP US, HELP YOU !!

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TPA Forum

• Effectively working with your TRS Sales
  Consultant
• Janet Panebianco -
• Concannon, Miller Company PC
• Todd Moriarty Regional Director