PlanServe

1. “Relevant Remitter will allow service providers using Relevant Remitter to
improve service levels and deliver enhanced services at lower costs”
- CEO, David Kennedy. Relevant
Remitter
Management Dashboard for quality assurance
Transaction forms are imported directly into the workflow with our ETL tools. The business events are
routed into designated workflows and then migrated through configurable workspaces. Then, the The Next Generation Common Remitting Platform Designed
transaction forms are archived online as a permanent record for the employer, vendor, and participant.
Workflow Workspace Total Claimed My Claimed NIGO
for Multi-Vendor Benefit Plans
In Basket 100
Call Center 23 13 3
SRA Processing Enrollment 32 23 5
SRA worksheet 23 12 0 3
Loan Transactions
Review
Worksheet
10
16
0
11
0
0 1
Can you manage all of your remittances on a single system?
Review 1 0 0
Exchange transactions Worksheet 6 0 0 0 Are you losing business because of system limitations?
Review 2 1 0
Disbursement Transactions Worksheet
Review
9
0
2
0
0
0
0
Are manual steps keeping your costs high and limiting your growth?
Multiple Plan Types for expandability and scalability within the same system
The employer based system easily handles multi-vendor employer benefit programs with an unlimited array
of money sources to handle contributions, payments, premiums, and fees.
Money Source Status Frequency Payroll Limits Fees Rules
401a Active Annual Billed ERISA NONE Scripted ADVANCED Technologies | POWERFUL Application | INNOVATIVE Solutions
403b Pretax Disabled Monthly Linked ERISA Standard Scripted
403b Roth Active Monthly Linked ERISA Standard Scripted
403b Employer matching Active Monthly Linked ERISA Standard Scripted
403b Employer Non Elective Active Monthly Linked ERISA Standard Scripted
457 Active Monthly Linked ERISA Custom Scripted
Loan Payments Active Monthly Individual ERISA Standard Scripted
Fees Active Quarterly Linked ERISA n/a Scripted
Insurance Premiums Active Monthly Linked NON ERISA Standard Scripted
Disability Active Monthly Linked NON ERISA Standard Scripted
Forward thinking providers are repeatedly turning to PlanServe as a trusted
partner to upgrade their delivery platform to the next generation.
Contact Us
Email: David.Kennedy@planserve.net
Call: 205.281.5824 http://tinyurl.com/qqbsjl
Mail: Suite 700-252
270 Doug Baker Blvd http://tinyurl.com/ygvdb46
Birmingham, AL 35242
Relevant PlanServe 401a plans | 403b plans | 457 plans | 401k plans
Insurance Premiums | Common Remitter
Remitter Data systems

2. Next Generation Common Remitting
Fresh ideas brought together to deliver a complete solution to give providers the competitive edge. This new An overview of our fresh approach to meet the
technology platform was developed specifically to meet the unique contribution or premium aggregation, Relevant
compliance, and data management requirements of multi-vendor employer benefit programs. The architecture Remitter demands of the new regulations and B2B formats.
was designed for the challenges imposed by new formats, and the growing number of investment providers.
Solution Components
Empowers providers to cost-effectively manage the multi-vendor payroll deduction requirements
# Enabled with a customer relationship management (CRM) engine
for the 403(b) and 457 plan market as well as other multi-vendor employer benefit programs.
! Based on employer for multiple plan type support
! Allows unlimited local or global vendors
! Connects participants with multiple relationships
# Steamlined with a file exchange portal
! Collects and imports employer and vendor files
! Transforms files with BPM and ETL tools for straight through processing
! Publishes files to employers and vendors with full security
# Developed on a workflow engine
! Money source based rules engine for scalability and flexibility
! Expandable and flexible workspaces
! Quality assurance auditing
! Handles 401k, 403b, and 457 plans
# Focused on remittances for contributions and premiums
! Billing on paper and online
! Remittance on paper, online, and upload Relevant File Exchange Portal
! Allocation or pass through
Efficient B2B Transaction Collection and Publication
The Relevant File Exchange Portal is a B2B web-based system which allows for employers to upload files, administrators
# Configured for transaction review and compliance to publish data, vendors to collect files, and participants to complete forms online. It is the ONLY cost effective way to
! Paperless processing and review collect and distribute files in a secure manner. And it contains powerful but simple ETL tools to import and validate
! Online form completion interfaces with little or no manual intervention. It is the first open portal of its kind to deliver permanent archiving as
! Electronic form archival well as closed loop reporting and confirmations. The portal provides:
# An API to publish documents and interfaces
# Controlled with reporting for management dashboard # ETL tools to transform data from unlimited formats
! Allows seamless presentation to CSV, html, or PDF # An import API to pull in the data for straight through processing (STP)
! Compliance reports and real-time monitoring as transactions are input
! User configurable templates For market differentiation, the XML framework allows the provider to private label views of the site to enhance partner
relationships.
# Enables quality with tailored screens and content
The published documents are secured with our security model based upon either internal roles or external contacts. This
! Browser-based XML and XLST
allows vendors and advisers to search and find relevant documents across employers and plan types.
! Real time connection to vendor API with a communication adapter
! White labeled sites for employers and vendors The portal is tuned to work with Relevant Remitter, but also will integrate with almost any modern back office system.
Providers are quickly using it as their one stop document exchange for all of their administration systems.
“Relevant Remitter is the first purpose-built solution for the multi-vendor industry which is
founded upon proven components for a complete solution. The fresh approach finally moves “In today's market, Relevant File Exchange Portal is the best way for providers to
past the constraints of legacy technology and proprietary systems. And our domain experience meet the ever increasing security and privacy demands of the plan participants,
avoids the technology overkill of generalized frameworks” - CIO, Trent Richardson but still deliver highly relevant information on demand” - CTO, Everett McCoy.