Relevant Remitter from PlanServe

1. Relevant
Remitter A Fresh Approach to Common Remitting
Welcome!
PlanServe Data Systems invites you explore the features of our new technology platform - Relevant Remitter 2.0™. It is the next generation technology
platform for supporting common remittance, compliance and other data requirements of 403(b), 457 and other multi-vendor employer benefit plans.
Thank you for taking the time to review the specifics about this exciting new product.
Relevant Remitter™ is uniquely developed from the ground up on an integrated workflow engine and
ETL business process management system. Relevant Remitter™
! Administrators can easily setup workflows, processing rules, and custom reporting;
! Streamlines the processing between investment providers, school districts, and administrators; now servicing
! Designed to be SPARK™ compliant for the highest quality assurance under the new regulations;
hundreds of
PlanServe avoided the pitfalls facing many administrators who are struggling with stripped down versions
Of legacy 401k recordkeeping systems. school districts!
! Older systems are constrained by plan based source/premium rules and hardcoded user interfaces;
! Adapted systems will tend to duplicate rules and data which will increase costs and decrease quality;
Relevant Remitter™ uses an e-business framework, which is a scalable, browser-based platform. The system's superior functionality is driven by the
framework's XML and transformation layer supporting direct access to not only the core system, but also to investment provider system APIs or other
external databases.
! You can manage it as a local installation;
! Or have a turn-key solution as software as a service (SaaS);
Relevant Remitter's™ proven content manager enables delivery of rich and relevant data to the administrator in the terms they need it to comply with
the new regulations.
! Powerful screens tailored to fit different plan types, rules, and workflows;
! Reduces need for expensive programming and retesting for simple content changes;
! Allows white labeling of employer's or vendor's view of the processed data for delivering custom branding.
PlanServe designed Relevant Remitter™ to meet the changing administrative requirements employers will face as the use of multi-vendor benefit plans
continues to increase.
! Small and midsize business employees may use insurance exchanges to select their benefit providers;
! Our new platform is positioned to provide administrators with additional functionality to support common remitting and compliance
requirements;
! Expandable for other multi-vendor employer benefit plans such as healthcare premiums and other insurance products;
PlanServe is presenting Relevant Remitter™ developed specifically to meet the unique contribution or premium aggregation, compliance, and data
management required by multi-vendor employer benefit programs. Relevant Remitter™ is already proven success. We have completed a major
conversion project involving hundreds of school district plans this past year with more scheduled for the first quarter of 2010. Providers are turning to
us as a trusted partner to upgrade their delivery platform for common remitting.
David Kennedy
President, PlanServe
Take a Closer Look Now!! PlanServe
Data systems
Let Relevant Remitter™ handle the complexity of your common remitting while you relax with a cup of
hot coffee. Sign up on web for a demo of Relevant Remitter and receive a free PlanServe coffee mug.
Check out www.planserve.net/relevantremitter

2. PlanServe as a Trusted Partner
PlanServe Data Systems is a Birmingham, Alabama based
Company that provides innovative products and services to the
financial and retirement services market. The ownership team
PlanServe Products
brings years of market leading software design and real-life ! Relevant Remitter - A multi-vendor common remitting
administration experience to our employee benefit products platform for unlimited plan types managed within a CRM
and services. PlanServe uses a proven .Net framework to framework and administered through a workflow engine.
develop new internet-based products and services for the
pension, banking, and e-business vertical markets. The ! Relevant File Exchange Portal - An open B2B portal to
technology is a scalable, browser-based platform that is easily securely collect and publish documents and interfaces.
integrated with almost any existing systems leveraging our
unique XML business service messaging. Our solutions are ! Relevant Pension Portal - A tailorable participant, advisor,
focused on delivering business results rather than just and sponsor web which easily integrates with a variety of
technology gadgets because we: data sources and gives the provider control over the web
expression.
! Refine it to keep it simple;
! Design it to be dependable; ! Relevant Pension Data Warehouse - A central data hub which
! Empower it to be flexible; efficiently collects data from leading pension back office
! Integrate it to avoid data duplication; systems to provide common reporting and analysis. This
! Build it to avoid rule duplication; allows our customers to analyze the data and prepare
reports without proprietary skills.
The result is that Relevant Remitter is changing the way
administration services are delivered with more functionality, ! Relevant Contribution - A contribution remitting platform to
faster time to market, and empowering distinctive service while at empower employers to upload, input, and edit contributions.
the same time reducing the total cost of ownership. Our It provides the validations necessary to be sure the data is
business model is to become a trusted partner in both thought accurate and complete before it is accepted into the back
leadership as well as technology implementation. We let the office system. It includes the flexibility with support for an
business drive the technology solution so we deliver tools that unlimited number of formats with our powerful ETL tools.
make sense in the long run.
PlanServe's product development uses our extensive experience with pension administration operations and e-business technology to
deliver innovative and easy to use solutions to our customers. See inset above for our product listing built upon our proven core
technology - these tools are allowing administrators to grow and maintain the highest quality standards.
We have some of the industry's most successful experts to guide our development and consult with our customers to tailor our
products to their specific needs
.
! If your business tools are not an integral part of your success, then our next generation platform is the right solution;
! If you are not able to quickly and dynamically tailor your web presentation to deliver better service, then we are the right partner;
! If you are tired of being locked into products tied to your legacy back office processing engines, then our solutions are the right
approach to take back control of your internet business portal;
PlanServe Data System's leadership team brings years of market leading software design and real-life
administration experience to our next generation products.
! Our leadership team has over 25 years of senior and executive level experience in providing software and related services to the
retirement and financial services market.
! Our technology team has developed a next generation web framework based upon XML and XLST using the proven .NET and SQL
environments, based upon years of experience in the design, development, and implementation of custom software solutions;
! Our business team has helped largest, progressive banks, mutual funds, and administrators strategically improve the operations
and reduce costs in very competitive environments;
! Our strength is not only having a strong understanding of the core technology, but also on applying forward thinking e-business
concepts from our experience in the industry.