TPA Partner Program

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Peninsula TPA Partner Program

Scale your ESOP administration practice with AI-powered technology.

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Program Overview

Peninsula provides TPAs with a complete ESOP administration platform powered by AI, enabling you to:

• Scale efficiently - Handle 3x more clients per staff member
• Reduce costs - Lower cost per client through automation
• Improve quality - Fewer errors, better compliance
• Enhance service - Faster turnaround, better insights

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Partnership Models

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Platform Partnership

Use Peninsula for your clients:

• Access to full platform
• Your branding throughout
• Client-facing portal
• API integration
• Dedicated support

Pricing: Per-client subscription Best for: Established TPAs looking to scale

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Referral Partnership

Refer clients to Peninsula:

• Ongoing referral fees
• Client relationship maintained
• No technology investment
• No administration burden

Pricing: Referral fee per client Best for: TPAs focusing on advisory services

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White-Label Partnership

Fully branded solution:

• Complete white-label platform
• Custom workflows
• Your company branding
• Dedicated infrastructure
• Priority support

Pricing: Custom enterprise agreement Best for: Large TPAs, established practices

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Platform Benefits

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AI-Powered Automation

Delegate routine tasks to AI:

• Census data processing
• Eligibility calculations
• Allocation computations
• Compliance testing
• Report generation

Result: 70% reduction in manual work

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Intelligent Workflows

Streamlined processes:

• Automated data validation
• Smart error detection
• Guided correction
• Quality assurance checks
• Approval workflows

Result: Faster, more accurate processing

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Professional Outputs

Client-ready deliverables:

• Participant statements
• Trustee reports
• Form 5500 packages
• Board presentations
• Custom reports

Result: Impress clients with quality

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Compliance Confidence

Built-in safeguards:

• Automated testing
• Regulatory monitoring
• Update notifications
• Documentation support
• Audit assistance

Result: Reduce compliance risk

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Technology Features

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Modern Platform

• Cloud-based architecture
• Mobile-responsive design
• Real-time collaboration
• Secure data storage
• 99.9% uptime SLA

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Integration Ready

Connect your systems:

• Payroll integrations
• Accounting software
• Document management
• CRM systems
• Custom APIs

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Client Portal

Self-service access:

• View reports
• Download documents
• Upload data
• Message administrator
• Access resources

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Analytics & Insights

Business intelligence:

• Client portfolio dashboard
• Profitability analysis
• Efficiency metrics
• Trend identification
• Growth opportunities

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Implementation

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Onboarding Process

Timeline: 4-6 weeks

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Training & Support

We ensure your success:

• Comprehensive training program
• Ongoing education
• Dedicated support team
• Regular check-ins
• Community access

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Economics

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Cost Structure

Platform costs:

• Per-client subscription
• Volume-based pricing
• No upfront investment
• Predictable monthly costs

Typical savings:

• 40-60% reduction in labor costs
• 3x capacity increase per staff
• Improved profitability per client

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Pricing Tiers

Starter (1-10 clients)

• $400/client/month
• Standard features
• Email support

Professional (11-50 clients)

• $300/client/month
• All features
• Priority support

Enterprise (51+ clients)

• Custom pricing
• White-label options
• Dedicated support
• Custom integrations

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Support & Resources

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Dedicated Support

Your success team:

• Account manager
• Technical support
• Implementation specialist
• Training resources

Response times:

• Critical: 1 hour
• Urgent: 4 hours
• Standard: Next business day

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Partner Resources

Tools for success:

• Sales enablement materials
• Client onboarding templates
• Marketing resources
• Best practice guides
• Training library

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Partner Community

Connect with peers:

• Private community forum
• Monthly webinars
• Annual conference
• Networking opportunities
• Knowledge sharing

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Success Stories

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Regional TPA Firm

Challenge: 2 staff administering 15 ESOPs, hitting capacity Solution: Implemented Peninsula platform Results:

• Now handling 40 ESOPs with same staff
• 35% increase in profit margin
• 90% client satisfaction score
• Expanding to new markets

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Boutique Advisory Firm

Challenge: Wanted to offer administration without building team Solution: White-label Peninsula partnership Results:

• Added administration services
• 25% revenue increase
• Deeper client relationships
• Competitive differentiation

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Get Started

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Next Steps