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Apollo Release WebinarGeneral Preview

Monday, September 10, 2018

Will the webinar be recorded?

Yes!We will e-mail you a link. We will post the recording at www.plansource.com/releases.

Will we have access to slides?

Yes!We will e-mail you a link. We will post the PDF at www.plansource.com/releases.

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Type your question into the “Questions” panel

?How to Ask a Question

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Speakers

Don RenyerDirector,

Innovation Lab

Nancy SansomChief Commercial

Officer

Hanna JenkinsAssistant Vice

President of Product

Alicia HeplerLearning and Development

Manager

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Apollo ReleaseSept. 13, 2018

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2018 Releases | Planned DowntimeOngoing investment and maintenance

Description Date Start Time End Time

Apollo Release 09/12/2018(official release date 9/13/2018)

Midnight eastern (night of outage date) 8am eastern (next day)

PlanSource System Maintenance 09/15/2018 8am eastern 1pm eastern

Calypso Release 12/12/2018(official release date 12/13/2018)

Midnight eastern (night of outage date) 8am eastern (next day)

We perform minimal maintenance during Q4 in order to minimize downtime during our busiest season.

We have planned for a 50%+ platform capacity safety margin during Q4.

Agenda

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PlanSource BenefitsSelf-service renewal Self-service page content PlanSource University Employee communications EOI Integrations HCM Integrations ACA Reporting (Standalone)

PlanSource HCM UpdatesWhat’s Coming Next? Wrap-Up and Q&A

Importance of Self-Service

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“Across all industries….81% of customers attempt to take care

of matters themselves before reaching out to a live

representative.”

– Harvard Business Review

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Self-Service Renewal Toolset for HR TeamsToday’s customers are savvy, self-reliant and demand convenience

Puts control in our customer’s hands

Improves accuracy

Simplifies a complex process

Available to select customers in Q4

Beta during Q1 for 4/1, 5/1 and 6/1 renewal dates

General availability in Q2 for 7/1 renewals and beyond

Self-Service Renewal Toolset Demo

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Self-Service Page Content for HR TeamsIn beta now; general availability planned for September release

HR teams can manage employee messaging and content on their own

Drag and drop content blocks on the page

Modern, easy-to-use text editor

Easily toggle from editing to preview mode

Another step toward a self-sufficient customer experience

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New Home Page Image LibraryView the images at plansource.com/employeebranding/

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PlanSource University

PlanSource University Demo

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Employee Messaging

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Integrated Employee CommunicationsAvailable in the Apollo Release to Early Adopters

• Easily segment and target specific groups with filters for demographics, population, etc.

• Flexible scheduling tools to plan communications in advance in preparation for future events

• Merge fields for personalized communication• Complete communication history and tracking

A complete communication solution for HR professionals to send targeted email communications to employees from within PlanSource

Employee Communications Center Demo

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Integrations

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Importance of EOI IntegrationHR Council members “voted” with gumballs on priorities at Eclipse

of PlanSource HR Advisory Council

members

EOI Integrationswere the

#1 Priority

Cigna and PlanSource API-Based EOI IntegrationConsumers expect a a seamless shopping experience

When consumers select a Cigna plan that requires Evidence of Insurability:

• Consumers will answer EOI questions right within the shopping workflow –no separate paperwork! (Available Oct. 2018*)

• The EOI decision will be transmitted to PlanSource automatically, triggering notifications to HR and the employees (Available Jan. 2019*)

In employee participationwith an integrated EOI workflow

30%

*Availability dates are tentative

MetLife and PlanSource API-Based EOI IntegrationConsumers expect a seamless shopping experience

When consumers select a MetLife plan that requires Evidence of Insurability:

• Consumers will answer EOI questions right within the shopping workflow (Available only to customers with 2,000+ employees since early 2018)

• The EOI decision process will now be automated, triggering notifications to HR and the employees (Available to all customers sizes Q4 2018*)

*Availability dates are tentative

HR and Payroll IntegrationsContinuing to invest in deep integrations with select, preferred HCM partners

Available in Q1 2019

Existing Partners

PlanSource is participating in the ADP Marketplace, and will be connected to Workforce Now, keeping new hires, terms, employee demographics and paycheck deductions in sync*

• Available to new clients at no cost from PlanSource

• Available to existing clients for a $2,500 one-time fee from PlanSource

• ADP will charge a PEPM fee to new and existing clients

• Available for pilot clients in Q1 2019 with general availability in Q2 2019

*Integration with Lifion, ADP’s new HCM platform that replaces Vantage will be available in a later phase

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NEW Standalone

ACA

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Two ACA Products from PlanSourceACA Standalone reporting now available within PlanSource system

Ben Admin with ACA Measurement and Reporting

ACA is an integral part of benefits administration. With PlanSource

benefits + ACA, you get a complete solution for

measurement, eligibility management and IRS reporting.

And if you like, we’ll print and mail your 1095-C forms.

Standalone ACA Reporting

Even if you don’t use PlanSource for benefits, you can use our ACA

tool to create your 1094 and 1095-C forms. We’ll calculate line 14 and 16 codes or you can load

your own. We’ll transmit your forms to the IRS, and if you like,

we’ll print and mail your 1095-Cs.

Feature Ben Admin with ACA Standalone ACA

Year-round measurement period tracking• Management of standard and initial measurement periods• Measure payroll hours and calculate benefit eligibility• Integrated management of eligibility and offers of coverage

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Calculate 1095-C Line 14 and Line 16 codes, and ability to import Line 14 and 16 codes X X

Generate 1094-C and 1095-C forms X X

Calculation of potential IRS penalties X X

Print and mail 1095-C forms to employees Optional Optional

Electronic delivery of 1095-C forms to employees Optional N/A

Electronic transmission of 1094 and 1095-C forms to the IRS X X

View IRS errors and re-transmit corrected forms X X

Multiple administrator accounts to access the ACA system X X

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PlanSource ACA Product Features

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PlanSource HCM

Updates

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Mobile App from Ultimate SoftwareAvailable for early adopters in Q4, and all PlanSource HCM clients in Q1 of 2019

Sign-in with touch ID or face recognition

Access org chart and company directory

View past and current pay statements

Notify managers of pending PTO and time tracking requests

Access PlanSource mobile-friendly benefits experience

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UltiPro and PlanSource IntegrationPlanSource HCM customers will take advantage of the latest integration

In 2019, we’ll move all PlanSource HCM customers to the latest and greatest API integration that we have in place with UltiPro

Payroll Deduction Updates

Demographic Updates (New hires,

terms, changes)

PlanSource UltiPro

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What’s Next?

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Investing in Our Technology2019 and 2020 quarter release schedule

2019ReleaseDates

June13

2019

Luna

Sept12

2019

Polaris

Dec12

2019

Gemini

Mar2

2020

June11

2020

Sept10

2020

Dec10

20202020

ReleaseDates

Nebula Perseus Cosmos Sirius

March14

2019

Galileo

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New Partnership with JellyvisionTaking decision support to the next level with ALEX | Available Q1 2019

Advanced, interactive decision support available to companies with 800+ employees

ALEX will guide employees right within the PlanSource benefits shopping experience

Consumers initiate ALEX from anywhere in the shopping process, and ALEX won’t ask redundant questions

Selections made with ALEX will be saved within PlanSource

New HR ExperienceClean, modern and accessible user interface

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Design Objectives

Provide a mobile-friendly and accessible experience (web accessibility standard WCAG 2.0 AA)

Reduce customer effort for the most time-consuming activities for HR teams

~82% of admin time focuses on an employee &

completing tasks for an employee

Provide a consistent and expected experience aligned to our customer’s needs

New HR ExperienceClean, modern and accessible user interface

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What will be new?

New dashboard

Revised organization and navigation

Search/find an employee

Redesigned employee profile

Consolidated benefit tasks

New HR ExperienceClean, modern and accessible user interface

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What will be new?

New dashboard

Revised organization and navigation

Search/find an employee

Redesigned employee profile

Consolidated benefit tasks

New HR ExperienceFeedback from Eclipse breakout sessions with 80+ attendees

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“This is awesome and why we signed with you guys! Thank you for all of this!!”

– Jennifer Lenhart, Relph Benefit Advisors

Overall Dashboard Employee Profile

“I loved the user interface. It is very easy

to use and understand.”

“I think that this dashboard gives me a clear overview of our

company.”

“Is it intuitive which actions you can perform on an

employee here.”

100% positive response 93% positive response 82% positive response

New HR ExperienceClean, modern and accessible user interface

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How will it be rolled out?

Rollout elements of the enhanced features within the existing experience

Will be available in phases beginning in Q4 of this year and throughout 2019 (i.e. there will be no “switch”)

Clients can opt-in to specific features in beta as we roll it out for minimal disruption

Allows us to eliminate a “conversion” and deliver value and elicit feedback quickly

New HR Experiencewww.plansource.com/newhrexperience

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Watch the Videos from Eclipse

Jellyvision Announcementwww.plansource.com/jv

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Wrap-Up:OE is coming!

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NEW Mobile-Responsive Employee

Experience585 customers have

made the switch, representing 355,259

employees

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Celebrate Open EnrollmentCheck out the online OE kit at

plansource.com/oekitWatch the recording of our webinar from August

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Employee Communications Packages*Pricing determined based on number of employees

Open Enrollment Digital Classic Integrated

Perfect for companies entering their annual OE period, this package communicates details around benefits and enrollment dates in a cost-effective way.

Perfect for companies who have paperless workflows and a workforce that wants digital and mobile-friendly features.

Great for companies who have employees who work remotely, don’t have a company-sponsored email and prefer traditional materials.

Harness the combined power of digital and print to build a communications strategy that suits your employees’ consumption habits.

• Digital guide book• Email campaign• Digital poster• Digital flyer• OE Video postcard

• Digital guide book• Email campaign• 3 Videos• Benefits website• Text messaging

• Printed guide book• Poster• Postcard• Flyer

• Printed and digital guide Book

• Postcard• Benefit website• 3 Videos• Text messaging

NEW!$3,800

Starting Price: $12,400+

Starting Price: $3,400+

Starting Price: $14,400+

Eclipse 2019

Annual Benefits and HR ConferenceJuly 16 – 18, 2019

Super Early Bird Registration now open!

Q&AApollo Release – September 13, 2018