The Next Generation of HR/Benefits Solutions

Seamless Service Provider (SSP)

OneSourcefamily of companies

agendaHow can your business manage vendors more effectively?

How can your business reduce costs associated with payroll, pension and employee benefits?

How can your business grow without additional overhead?

How does technology make you more efficient and keep up with ever expanding laws, regulations, and more…

three decades of HR services

1990: Founding of Odyssey Group

2009: Workday Partnership for

COBRA, Tax, Payroll, and Time and Attendance

2008: 400 Clients System Wide Sales $450

million, Named Top ASO/PEO by Black Book for Second Time

2007: Named Top ASO/PEO by

Black Book & Consulting Business Was Added

2002: Entered into Non Co-employment ASO

Market

2004: Odyssey OneSource Brand

Established

2010: Acquired nSYTE COEUS

2002: Carl Kleimann, President Odyssey

OneSource, Named President of NAPEO

1980: Co-Founder. Gwen O’Connell

breaks into the pension industry, a year after ERISA enacted

experience

VestPay, LLC - payroll and HR solutions.

Vestus Insurance Group, LLC - risk management consulting and insurance brokerage.

Vestus Technology Group, LLC – ONEsource Technology HUB, IT consulting and support.

Vestus Pension Consulting, LLC – pension design, administration, and recordkeeping.

Vestus Wealth Management, LLC – Full service firm: estate, retirement income, tax, and succession planning.

Vestus Group’s family of companies

• Corporate roots date back to 1980

• Seasoned management team with over 80 years of combined experience

• Privately owned and operated

• Debt free

Vestus Group

Vestus Group’s partnership with HR industry leader

The Black Book of Outsourcing is an independent and unbiased report that evaluates leading outsourcing service providers on 18 key performance areas of operational excellence. For three consecutive years, Odyssey has ranked as the No. 1 provider in the PEO/ASO Outsourcing category.

Odyssey OneSource Ranked No.1PEO/ASO Providerin the country for three consecutive years

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Avitus Group

Odyssey OneSource

VENDORS

SOI

MBA

Coadvantage

Total Team Solutions

Staff Resources, Inc. (SRI)

Accord

Adams Keegan

Doherty Employer Services

RANK

2

4

6

8

10

1

3

5

7

9

2009 TOP 10 PEO / ASO

Odyssey OneSource has consistently ranked No. 1 in 11 of the 18 key performance categories. Odyssey continuously works to improve and exceed the service provided to its clients.

Odyssey OneSource also ranked among the top 10 Human Resource Outsourcing (HRO) providers for the second year in a row.

Vestus Group’s partnership with HR industry leader

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ING

Ceridian

VENDORS

SOI

Mercer

Odyssey OneSource

Towers Watson

Hewitt

Hay Group

Fidelity

ACS

RANK

2

4

6

8

10

1

3

5

7

9

2009 TOP 10 HRO

Odyssy OneSource ranked No.1 in these categories

CRITERIA

TrustVendor overall preference/vertical industry recommendations

Deployment and outsourcing implemen

Integration and interfaces

Customization

Reliability

Marginal value addsBrand image and marketing communications

Viability

Best of breed technology improvement

Support and customer care

what is SSP?

• What is Seamless Service Provider (SSP)?• Integration of vendors, technologies, and processes in an environment

that provides • one point of entry and one point of contact for all employer related

needs in an a la carte platform

Vestus ONEsource platform represents the single most efficient and cost-effective solution for your daily business needs.

SSP: efficiency in transactional processeswith HR on-demand

•Improve efficiency and streamline HR processes through vendor consolidation.

•Flexible HR services customized to our clients business needs with additional services available as our clients grows.

•SaaS based HR system utilizing current technology.

Solutions provided through our SSP platform

• Payroll with Pension Integration

• Tax Filing• Time and Attendance• Pension Consulting & Investment Management • Risk Management• Insurance Services• Employee Benefits

• Health Insurance• Supplemental Insurances• FSA/HFA• COBRA

• HRIS/HRMS• Custom HR Consulting

• Optional Online Training Network• HR Help Desk

• Benefits Administration• Online Enrollment Platform• Bill Reconciliation• Manage adds/changes/deletes• Seamless COBRA integration• Carrier Connections Included• Optional Benefits Call Center

Vestus ONEsource

Why an SSP?

Why are more and more organizations considering this model to deliver employer related services to their organizations?

One Point of Entry One Point of Contact Payroll Integration True Cost Containment Flexibility Scalability HR Vendor Management Benefits Integration Automation of routine

tasks

• Expertise : Run wiser…

• Think access to subject matter experts in the employer services field

• Think assurance that the decisions you make are in compliance

• Think knowledge

• Service : Run better…

• Think less vendors to engage

• Think more comprehensive knowledge of your account

• Think ONE point of contact

• Technology : Run faster…

• Think single entry system

• Think workflow, standardization, and automation

• Think always in compliance with new regulations and laws

how is our SSP relevant today?

top reasons for outsourcing HR services and market trend:

Opportunity for cost savings

Access to outside expertise

Improve Service Quality

Realign resources/focus on strategic HR priorities

Relief from regulatory/administrative burdens

0%40

%80

%

Chart Title

20062009

Axis Title

Axis Title

Source: Hewitt’s HR Outsourcing Trends and Insights 2009 Survey Report

Unique Competitive Advantages

• Vestus ONEsource = platform to manage employees from hire to retire

• Custom HR/Benefits solutions

• Certified SPHR/PHR Professionals on-staff

• QPA and AIF on staff for expert pension consulting

• Dedicated Client Service Representative (CSR)

unique service model design

HRConsulting

Risk Management

Time &Attendanc

eSME

Payroll (SME)

BenefitsAdministration

(SME)

401K (SME)

CSR

*Subject Matter Expert (SME)

• Single database for HR, Payroll, Pension, and Time and Attendance

: Easy, consolidated reporting across all of these functions

: Eliminates patching reports together for a complete picture

• Employee and Manager Self Service : Automate workflow

: Eliminate paper and manual entries

• Applicant Tracking Solution• : Quickly source the right candidates

: Identify where your best recruiting dollars are spent

• Benefits Administration

• : Online enrollment

: Management of changes

: Communication to carriers

: List Bill Reconciliation

technology HUB

Technology HUB

• Extremely robust and customizable architecture: Accommodating even the most complex situations

: Easy to use and navigate

• Deployed in Software as a Service (SaaS) environment:: Web based, 24/7 access from anywhere with an internet connection

: Never out of date

: Upgrades provided at no charge

: Compliance with new regulations assured

Integrated Payroll & Pension

By integrating the Payroll and Pension we can us some of the Pension Administration fees to offset some or all of the basic cost of payroll.

Basic Payroll includes:• Payroll processing• Tax withholding and filing• Tax Filing• Federal• State• Local • W-2 Processing

• Self Service Employee/Employer