Transamerica Retirement Services

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Transamerica Retirement Services

• Presents
• 2nd Quarter
• Producer Web Conference
• June 3, 2002

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Todays Agenda

• Producer Web Site
• Impact Statements

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All New Producer Web Site

• Whats new at www.TA-Retirement.com?
• What can the web site offer for you?
• How will using the web site translate into
  selling more business?

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Whats New at www.TA-Retirement.com

• A new look and feel
• Portal page for all audiences
• Expanded product and Service information outside
  of log in
• User friendly navigation

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What can the web site offer for you?

• Increased Functionality
• Detailed sales reports
• NBI Status Tracker
• Commission reports
• Quarterly and Annual Plan Sponsor Activity
  Statements
• Participant Data

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www.TA-Retirement.com Portal Page
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Personalized Producer Home page
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Sales Detail
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Participant Data- By Contract
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Participant Contract Summary
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Balance by Fund - Contract Level
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Participant Level Statistics by Contract
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Participant Level Data
This page will show you the actual participant
balances by fund, investment , and money type.
It will also help you to identify who the HCEs
are by viewing salaries.
T
is
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Plan Contact List
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NBI Case Status
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Commission Earning Summary/Contract Report
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Commissions by Contract- Transaction History
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Accounting Statements
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Case Search
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How will using the web site translate into
selling more business?

• Track Production
• Access to Participant Data.
• Contract Level Data
• NBI Status Tracker
• Commission Reports

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How will using the web site translate into
selling more business?

• Online Marketing support
• Online Prospecting Tools
• Online Retirement Planning Tools
• Online CE Seminar Request Form
• Online Marketing Materials Order Form
• Legislative Updates

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Producer Web Conference
Questions Answers?
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Impact StatementsRetirement Planning
Assessment AnnouncementJune 3, 2002
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Impact Statement Agenda

• Overview of the Impact Statement
• Eligibility
• Impact Statement Timeline for the Plan Sponsor
• Impact Statement Content
• Roles and Responsibilities
• Plan Sponsor Datasheet
• Questions

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Overview

• Benefit of the Impact Statement
• Two Types - Participants and Non-Deferring
  Participants
• The statements are consistent with enrollment kit
  methodology potentially may alter design to
  match new enrollment kit designs

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Overview - Advantages of Impact Statement

• For the Participant
• Plan for Retirement
• Educate
• For the Sponsor
• Educate Employees
• Improves retirement plan with no cost
• For Producers
• Enhance value added services
• Differentiate from the competitors
• Provide support for individualized consulting
• For Transamerica Retirement Services
• Improves our competitive position and increases
  our sales close rate
• Encourages smarter participant investment
  decisions and increases participation and
  contribution levels

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Overview - How Impact Statement Work

• TRS gathers info from Plan Sponsor
• Statements mailed either directly to the
  participants or to the plan sponsor for
  distribution
• No action is required by the participants

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Eligibility

• Phase I
• New Tier III signature service and TPA services
  business at TAE (500k in first year deposits) -
  Rollout 6/3/2002
• Phase II to include
• All alliance business meeting 500k asset
  requirement (Penco, SEBS)
• Existing signature service (The Plan and other
  versions)
• Advisor Series
• Phase II timing and sequence TBD

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Eligibility - continued

• Plan Types - 401(k) Plans only
• At least one fund in each of eight asset classes
• Cash
• Bond
• High Yield
• Large/Mid Value Equity
• Large/Mid Blend Equity
• Large/Mid Growth Equity
• International Equity
• Small Company Equity

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Impact Statement timeline for the Plan Sponsor
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Impact Statement Content - Participant Version

• Personal information
• Where are you now in both deferrals and balances?
• How much annual income will you need to retire?
• What are your sources of retirement income?
• What can you do to meet your goals?

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Roles and Responsibilities

• Transamerica Retirement Services Consultants
• Showcase Impact Statements during the sales
  process
• Explain the benefits of Impact Statements to the
  plan sponsors
• Explain the plan sponsors role in setting up the
  statement.
• Explain to the plan sponsor they must have 1 fund
  in each of the eight asset classes in the
  alternative mixes in order for Impact Statements
  to work
• Proposals will include pictures of the Impact
  Statements

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Sponsor Data Sheet
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Sponsor Data Sheet
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Impact Statement
Questions?