Radiant Systems Inc.

PlanLinkZ is the state-of-the-art method to collect participant data from Plan Sponsors. It is extremely user friendly for Plan Sponsors and efficient for recordkeepers. It is a powerful and comprehensive tool that connects Plan Sponsors to recordkeepers easing the normally painful process of gathering participant data.

As the world class recordkeepers know, the key to providing great service and reducing costs is accurate and timely data from Plan Sponsors that can be processed in a highly efficient manner. PlanLinkZ utilizes the power of the internet and recordkeepers benefit from straight-through-processing of Plan Sponsor data virtually untouched by human hands.

PlanLinkZ eliminates the following recordkeeping headaches:

Getting plan sponsors to comply with your standard data layout at a significant cost to them

Keypunching hardcopy client reports that result in:

.	Keypunch errors
.	Processing to the wrong source
.	Delays in processing
.	Employee costs

Lost mail, either externally or internally

Handling of diskettes that can contain viruses or have physical damage

These issues can lead to significant problems such as:

.	Market value adjustments / P&L / as of processing
.	Incorrect participant statements
.	Incorrect values on participant web sites
.	Incorrect compliance testing and government forms filing
.	Incorrect distributions
.	Resource drain to correct the records

Worst of all, it leads to loss of both client and distribution channel confidence.

Design
PlanLinkZ was designed by highly experienced individuals from the recordkeeping industry. Their direct input focused our development on three areas:
	Ease of use by the Plan Sponsor
	Comprehensive to account for all recordkeeping data needs
	Efficiency for the recordkeeper

Ease of Use by the Plan Sponsor
PlanLinkZ was designed with the understanding that it would not be an effective tool if it were cumbersome for Plan Sponsors to use. Therefore, several features were built into it:
	Copy: this enables Plan Sponsors to copy contribution and loan repayment data from prior payrolls thereby they only have to modify amounts that changed
	Import: this powerful feature enables the Plan Sponsor to import the data into PlanLinkZ from other applications. Further, PlanLinkZ remembers how the data was formatted via templates for recurring use
	Sorting by social security number or name
	Simple and logical data entry with minimal keystroke/mouse input
	Detail and summary reports for enrollment, contributions, loan repayments, etc.
	Verification of contribution and loan repayment totals prior to submission
	One button transmission

Comprehensive
PlanLinkZ accounts for all the customary data required to recordkeep savings plans:
	Enrollment - add new employees
	Modify - change existing employee data
	Contributions - all standard sources
	Loan Repayments - up to 5 loans per participant at one time
	Compliance - all data required to run regulatory testing

Efficiency for the Recordkeeper
The ultimate goal of PlanLinkZ is to reduce recordkeeping expenses by streamlining and automating the data collection process.
	Data Transmission: creates Ready files to be grabbed by the recordkeeper at any time or times as desired by the recordkeeper
	Layout: creates the SPARK standard layout. Custom layouts can also be provided
	Easy Plan Setup: each plan requires minimal setup. Setup can be done as quick as one minute for each plan and is dramatically simplified by use of recordkeeper defined defaults
	Logos: Plan Sponsor logos can be added for each plan simply by attaching the logo at setup

Support

Radiant understands that rolling PlanLinkZ out to hundreds or thousands of your clients and supporting their future questions is a significant undertaking. We are prepared to assist. Our team includes recordkeeping pros that run our PlanLinkZ Helpline. We will work directly with your clients via telephone scheduling a training and walk-through of the application at the critical first time use. We will also be available to answer any future questions at the Helpline.

We at Radiant are extremely proud of PlanLinkZ. More importantly, we are certain that it is a tool that you provide to your Plan Sponsors that you can be proud of and will make you a high client service and more efficient recordkeeper.

For more information, please contact John Bertelsen at JBertelsen@Radiants.com or call (908) 668-1080 x44.