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BENEFITS USAto N Q CZ O L 0. .� E 0 o 20 ■off GG = N � IL V- LM .E .a .o o so •� cn E .0 `- ^ to a tv CL <t = U Cl) w N co a C 1 �c to 0 0 Q0 m September 1, 2010 011 MIN N A Third Party Administrator of Public Pensions TO: BOARD OF TRUSTEES SOUTH MIAMI PENSION FUND RE: RFP PROPOSAL FOR PROFESSIONAL PLAN ADMINISTRATION SERVICES To Whom It May Concern: It is our pleasure to provide this proposal for the provision of professional administration services for the City of South Miami Pension Fund. Benefits USA, Inc. is a full service Third Party Pension Administrator, who is committed to meeting the needs of your current and future members through highly responsive, personalized, and technologically savvy customer service. The principal business of Benefits USA, Inc. is the administration of public pension funds in Florida. Our established background, extensive education, and years of professional experience in this field, makes us an unusually well - qualified company to provide your administration services. As you can see from the number of pension Boards that we serve, Trustees recognize our ability to provide experienced professional services to your fund. We hope that you will find the enclosed information of interest and that we will receive favorable consideration for provision of services as your plan administrator. Please feel free to contact me directly should you have any questions regarding our submission. Sincerely, Peter K. Prior, President Enclosures 38101uverrary Blvd. Ste. 303 Lauderhill, FL 33319 954 -730 -2068 fax 954- 730 -0738 r N N M M d' tc� eo n. o0 N t/1 c d V O, d v O N N Q O M CL ® < N �. cn d 0 0 to Q. w v> a c hc d= d 0 d o °? 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Q \ � • � ( • � • \ r■ � r i � � a r � � � t r t • W 4 � : # • • o • � i ( � > \ ( d � � ? . • ■ w ? 4 > w ? � , « • � \ � ? � r • r i � • � i � � � �qf • 4 • • • i • • i • • r� • • • • • • i • • • • i • J • • • • • oil • 4 • • • i • • i • • r� • • • • • • i • • • • i • J • • • • r�.- � �: �. (���y � Fw tf i 1� • •' LU e • I me I I • • c m • . . • • low 0 O 4� a) E U O .L U- A • • c . . cn �r 0 0 LL LL 0 \ U. 5 C • : \ \ / LM \ . /CL is CL - , / • 3 f E. \ . ?4 { < f > ^ ~ ~ Ra / . . 0 � \ co m CL CL \ \ 2 ? ? « ? y ( \\ r f f f f f MAO Lake ftn&Wn truer Pmd April 7, 2009 EAST LAKE TARPON SPECIAL FIRE CONTROL DISTRICT FIREFIGHTERS' RETIREMENT FUND c/o Benefits USA, Inc. 3810 Inverrary Blvd., Ste. 303 Lauderhill, FL 33319 Pitons: (954) 730 -2068 Toll Free: (800) 452 -2454 Fax: (954) 730 -0738 Reference: Benefits USA, Inc. To Whom It May Concern: Our Pension Board engaged Benefits USA, Inc. to administer our plan nearly two years ago. During that time, they have proven themselves to be very competent, responsive and professional. The members can contact the administrator by telephone, fax, email or US mail whenever they need service and someone always promptly responds to their request. The Pension Board is satisfied that our records are accurately kept up to date and promptly turned over to the auditors at the end of the fiscal year. Benefits USA, has also been very helpful with their extensive knowledge and background to help keep our Fund operate efficiently. The Board of Trustees' does not hesitate to recommend Benefits USA, Inc. as an administrator as they have proven time and time again they are top in their field of pension plan administration. Sincerely, oug Stryjewski Secretary East Lake Tarpon Special Fire Control District Firefighters' Retirement Fund July 23, 2008 To Whom It May Concern: Since engaging Benefits USA, Inc. to administer our pension plan, the Trustees have been relieved of the day -to -day service to our members. As the shifts, job assignments and locations of the Board Members change from time to time, Benefits USA, Inc. is always available to our members. The members can contact the administrator by telephone, fax or email whenever they need service. We are satisfied that our records are accurately kept up to date and promptly turned over to our auditors at the end of the fiscal year. Benefits LISA, Inc. has also been very helpful in keeping our asset allocation in line with the investment policy. Their knowledge and experience have helped our Fund operate smoothly. The Board of Trustees' does not hesitate to recommend Benefits USA, Inc. as they are tops in their field of pension plan administration. Sincerely, Norris Park Chairman City of Cocoa Firefighters' Retirement Fund FLORIDA JAW@@MR City of Sunrise Firefighters PENSION /RETIREMENT BOARD October 16, 2002 To Whom It May Concern Benefits USA, Inc. was our first professional administrator. When we contracted for their services in 1997, we found that they gave the Trustees a sense of organization and direction. Their extensive pension background and familiarity with matters of concern to Trustees was an asset to the Fund from the very first month they were on board. It has been very helpful to have the benefit of Pete Prior's longtime background as a Trustee. Most of our Board members have known Pete for many years and can attest to his interest in public pension funds. Ms. Furlong and Ms. Lopez also have considerable experience in pension fund administration. They have worked on other plans with several of our professional advisors, and we appreciated knowing that the other professionals were familiar with their past perfonnance and approved of the job they have done for other plans. In addition, Benefits USA has an excellent relationship with our City departments and our membership in general. It is my opinion that Benefits USA provides a great service, particularly as the business of Trustees becomes more complex. If you would like to discuss this further, please feel free to call me at (954) 683 -6836 or e -mail me at Farrelig�bellsouth.net. Sincerely, Lt. George Farrell, Chairman Board of Trustees c/o BENEFITS USA, INC. 3810 Inverrary Boulevard, Suite 208 - Lauderhill, Florida 33319 - Phone 1954) 730 -2068 - Fax (954) 730 -0738 C N O N(0(60C� x --a i -a � �° �n rOi��= Z�C> 0 @20 U+'.O� (6LOOu) �+UU 67 "a CC ®�'(�� QOtS�C� �- a) . -.CQ ® C <n > ®C O� �� 0 to C� C O X t4 U r.-_ -�z 0- a) >��� a) > C 00 Q0 ®W u).- Otn_Q.+U•'CNc_>j�C "CC E tom ++ Q C� U4=°a >,'O_0 4- O •4r --_� �cV-d)00 CC�C>,COC L O0 0-0 OM V O000;=N.a0 w0-0 cu u�LLU00y- -0 :3 cns-0.1Q "o � �_0 U N CM• -�w< a) N"� �� co Q a) °j, cu C E U O u) +-' to �'- N u) C ca cn u)0 N�2OCO 4-U`0�OL��O�' O� Y 0 �c U C-0 u) E a)-0 O cn �� 'a 0)ca•- 00 p���a)o v_iaa)i°cLUo— cuocu o0 >,6o-EE4 -0c QOr-Jav2.au) 0 — °ai c > "-'0000�'O g0jN0cUCU 'OC_> �O U CU 0 z) a) Utz-- CCjoC�O axLu)0.�O7ia.cC —C u) X tom- O- O U V- E C O >, N (a (6 0 �mcau)UU>, 0.�L� -O� d c� ern CU 0) J cc m���o�`�`"� °��0 -)— 0 0moo �� ��J�cn'u� °C.rnc�O0)0) D)°U X2- 4= o ,-°cac 0s�.vo�CCa° °cu OV OcnO��u)0 �L -COCC) a) a) (1) a) Q CL m -a Q-i Lr- " � � F. ,� ._ � � T- Q cl) u) w L) z w w w a. x w z 0 w LL 0 w CL It nt 0 72 E 0 ca LL 0 0 M 6 M .W r_ c CL 0 Lo M 0 ca U) E a") (OD < m 0 0— < E a) o) 0 -j LL ca (0 co LL LL 1- < E C: 'o cli 0) E m 0 E Co (6 0 0 Q) E 0 'T fj IL 'D 0 < -i U- 0 I C> M M . 0 a) M < U) a) I > .- 0Q CL 0 0 Z Q) 0 CL r- C: a) w OL 0) CL c CL a) 0 m a) -r- CM M :3 CC) rn N W < F- (D M CL (D U) U) M - a) (D M C5 00 V) 0) co 0 CL - LL (1) LL N J)f 0) L) N , 0 C LL U) > .- .r- 0)- () < (1) = 0-2 a) (1) < 0 w = = E a E U" " a =3 M a 0) � = Co CY) 0) s� c, E z F- .Lu o) >1 LL -4 m 0 U- CD 0 C> 'I- a) LL IL 0 E < r- CL < m a LL :E 0 m 0) OD -i �o o C) M Cj r-o 0 o 0 CL 0- 0 tr_ U) - M 0 i 0) o a) 0 = �o = z —U) Q) E cm m M -�o tM 0 a) a) C - 2) a) p zr R I .- :3 a D. 0 E Q (D (D < - (D Q) 4) a) 0 0) M Q) M m a) 0 -Lm u) a) m Q) 0 CL �o E F- E -0 < m 0 _j U- C (L 1 04 :3 = � =OZ E a) co a) E2 co N m .5 m 0 Co a C5 0.- a U- � uj r m LL U) - > m E m Q E 3: 0 o E �:I'o W to c '= a) > z -0 w m < Lu .2 0 (D a. 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Our employees can view member information either at their desk or review the data with the member at theirjobsite, at a pension board meeting, or at open enrollment Regardless of the operating system, the GEM software provides access to out staff and membership wherever they are, providing added value to our services.' - Pete Prior President, Benefits -USA A 34 Party Administrator of AiNic Pension Plans FAIEW - Social Security Death Check I • DROPIMplementation Golden Egg Management System (G. E. Mj is web•based system that allows all stake holders in a Defined Benefits Pension Plan such as its Board ofTrustees, Administrators, Service Providers, and Participants to collaboratively conduct their activities securely and efficiently at one common location. Amlb. With easy to use customer service management, built in on-demand actuarial calculation and complete audit trail, it can make your Pension Plan management related operation more organized, easier to perform, better tracked, and save you time and money at the same time. A !7 Actuarial Retirement Calculations The built -in module of Defined Benefits Plan Retirement Actuarial Calculation quickly and accurately calculates your monthly retirement payments under different retirement options instantly online. All calculations can be downloaded as a PDF file. Member /Beneficiary Profiles This comprehensive module enables plan administrators to search and manage each plan participant's profile, including contact information„ plan related information; beneficiary information; salary and contribution history. Customer Service Notes/Tasks This easy to use Customer Relationship Management module allows the plan administrators to log service notes/actions at each individual member level, set follow up reminders for each task and maintain a history of all services performed. Paperless Document Management Plan administrators are able to upload and publish important plan documents for plan participants to download and fill out Member documents are stored with each members online account for easy retrieval. We have chosen freak 10 as our hosting partner for the GEM System. You can rest assured that you data is safe with one of the best data centers in Florida. Call today or Email us at: 6nfo�GoidenEq�Managementcom to schedule a free demo and see how Social Security Death Check you too can benefit from the GEM system, Linked directly with the Social Security Administration's monthly Death Master File, this module automatically checks all your members against the new data from SSA within 48 hours and notify the plan administrators of findings. Saving you both time and money. Contact us and we will happily show you how GEM can work for you. Oy tpIICAYC, �` o 3E Tech Corp 7