Information Technology Group Current Major Business/Technology Initiatives

1. Information TechnologyGroupCurrent Major Business/Technology Initiatives Church Benefits Association - 2005 Annual Meeting “Clergy Financial Health” – Atlanta, GA November 29, 2005

2. Purpose The purpose of the IT Group is to leverage our business and technology experience and knowledge to better support the missions of our organizations. This session is a forum for sharing ideas and information pertaining to current initiatives, discussing and evaluating technological trends and innovations that can add value, and soliciting outside experience to further augment our knowledge in new and emerging technologies relevant to our operations.

3. Our Goal* To provide an overview of some current, major business and technology initiatives/projects underway within our organizations.* Note that Information Technology is merely an enabler to successfully achieving the business goals.

4. Assemblies of GodMinisters Benefit Association(Jim La Vallee: jlavalee@agfsg.org) New master database (SalesForce.com – Dec. 17) Website redesign with more daily content changes (On-going) On-line Enrollments (Phase I of II completed) On-line Contributions & Receipting System (early 2006)

5. Assemblies of God Ministers Benefit Association(Jim La Vallee) • Expand Contact Center to rest of A/G Financial (Dec. 17) • Security Audit (by May 2006) • Next generation of statements (completed Oct. 2005) • Simplified Voice Response Unit (want to add Spanish too)

6. The Board of Pensions of the Presbyterian Church (U.S.A.) The Board of Pensions of the Presbyterian Church (U.S.A.)(Ed Driscoll: edriscoll@pensions.org) Strategic Initiatives • New Information Technology Five-Year Strategic Plan • Secure Web Services - Member Self-Service and Online Enrollment • Strategic Workflow Automation • Healthcare Plan Design - Medicare Part D Tactical Initiatives • Financial and CRM System Upgrades • Network.and Office Automation Upgrades • Blade Server Technology Implementation • Evaluate Electronic Data Management – Offsite Hot Disk Back-up

7. Christian Brothers Services(Tom Drez: tom_drez@cbservices.org) Improve Customer Services • Implement New Avaya IP-based Phone System -- multimedia contact center • CRM System Enhancements – customer communications Improve Operational Efficiency & Effectiveness • Implement New Avaya IP-based Phone System -- full voice mobility, improved BCP options -- new data network infrastructure to support VoIP • Systems Security Initiative -- strive for single signon • Strive for “anything, anywhere, anyone, anytime” • Develop Key Performance Indicator Dashboards by Functional Area • Implement Health Care Claims Imaging/OCR System • Collaborate with other single-site CB organizations to improve BCP

8. Church of the Brethren Benefit Trust (Eric Thompson: ethompson.bbt@brethren.org) 04-05 In Review • New Management and responsibilities • IT has been merged in with the Finance department • This new merged department takes on a role of Information Systems Oversight and Operations • New Database vendors for • Pension System (Trust Service Company) • Credit Union System (Bradford Scott’s ShareTec) • Major Upgrades for • Finance system (FLEXI International) • Web Server (Linux) • Antivirus system (Symantec) • Unified Backup system • Rolling 3 backup systems in to 1

9. Church of the Brethren Benefit Trust (Eric Thompson) Looking Forward • Replace our Avaya phone system with a VoIP solution • Moving to powered Gigabit • Replacement of the core switch • Developing a better IT inventory management system • Replace our CRM system, ACT with an upgrade, or new CRM • Look at options with outsourcing healthcare data or replacing our current database • Updating the Disaster Prevention and Recovery Plan (ongoing) • Online PDF data collection forms for all customer service departments • Upgrading Online Reports for Pension members and Foundation clients

10. Church Pension Group – Episcopal Church USA(Clayton Crawley: ccrawley@cpg.org) • Information Technology and Support Projects Underway and Upcoming • Company-Owned Hotsite Creation and Testing • VoIP Telecom to Off-Site Employees • DR/BCP Planning and Testing • Move of Telecom and Server Room to new Location • Create Final Spokes on Unified Database Hub • Continue Migration to Unix, Linux, VMWare

11. Church Pension Group – Episcopal Church USA(Clayton Crawley) • Enterprise and Business Unit Projects Underway and Upcoming • Continued Roll-out of Content Management Solution • Continued Roll-out of Document Generation • Implement Call Center Based on Oracle & Avaya Infrastructure • Implement Web-Based B2C Group Self Service • Marketing and Campaign Management

12. Evangelical Lutheran Church in America Board of Pensions(Steve Willems: swillems@elcabop.org) • Multi-Year Business-Driven IS Strategy • Replacement of Legacy Benefits Administration System • Record Keeping – Complete - Outsourced to ACS (Mellon) • Enrollment & Eligibility – Complete - Custom Developed .Net application • Billing & Receipting – Implementing iMis solution from Advanced Solutions International. Going live Q306. • Annuity Payments – Looking to outsource during 2006. • .Net Framework / Web Services • Web Strategy / Implementation • Desktop Refresh / XP Rollout • CRM Visioning • Enterprise Reporting

13. GuideStone Financial Servicesof the SBC(Rick Hart: rick.hart@guidestone.org) • Investment Guidance/Advice • Excessive Trading/Market Timing • Update of Web and eStrategy • Marketing Prospect Function – Conceptual Design • Health Savings/Reimbursement Account Implementation • Medicare Part D – Implementation • Expanded Markets • Business Intelligence

14. Lutheran Church – Missouri Synod(Bob Cushman: bob.cushman@concordiaplans.org) • Rolled out “The Church’s Plan” • Began offering an optional 403(b) TSA • Implemented the Retiree Medical Supplement • Changed name to Concordia Plan Services – Your LCMS Benefits Partner • Moved our retirement system to EDS • Completed HIPAA Security Regulations • Outsourced network security and monitoring • Installed new telephony system (call center) • Began tracking key IT metrics • Implemented unstructured content management system 2005 in Review

15. Lutheran Church – Missouri Synod(Bob Cushman) Looking Ahead to 2006 • Complete Strategic Planning • Support New Business Initiatives in our Benefit Programs • Redesign our Web site • Begin Developing Self-Service Capabilities • Identify and begin tracking benchmark data within Operations • Major upgrade of our Lawson ERP system • Redesign imaging to support record retention schedule

16. Ministers and Missionaries Benefit Board of the ABC(Bill Siener: wsiener@mmbb.org) • Executive Summary • 80% reduction in capital expenditures over the past six years, with continued achievement in the Cost Management component of the MMBB Balanced Scorecard. • Capital expenditures have enabled MMBB to operate on a 24 x 7 basis: • leveraging an integrated LAN/ WAN infrastructure • using application systems in conjunction with our Third Party Administrators • employing a Disaster Recovery Hot Site

17. Ministers and Missionaries Benefit Board of the ABC(Bill Siener) 2006 Business Plan • Revise the architecture for the ABC Retirement Plans to support generic plans with multiple % premium contributions • Development of a Data Integrity Model, resulting in the redesign of the Member and Employer Data Base structures • Implement the final 403 (b) Roth IRA Plan regulations • Outsource State Tax Withholding to our Third Party Administrator • Implement a Nortel SSL VPN Gateway for remote access to complement the existing Nortel IP-SEC VPN services required to support our TPAs • Enhancements to the ACT2005 server to support client software revisions (.Net) • Upgrade of the LAN/WAN infrastructure with the implementation of Blade servers • Implement an Internet IP-based Video Conferencing capability in support of MMBB off-site or Affiliate Plan meetings • Implement a Nortel Voice over IP (VOIP) soft phones for Internet calls by remote users through the Meridian 11C voice system

18. (Tom O’Neill: toneill@pbucc.org) • Marketing Focus - UCC Institutions • Expanded Insurance Benefit Offerings • Revamped Member Education Programs • Consolidation of Annuity Products • Office-Wide Imaging/Workflow Solutions • Internalize Core Website Functionality • DR/BCP – Work In Progress • Staff Empowerment

19. Seventh-day AdventistRetirement Plans(Nancy Lamoreaux: nancy.lamoreaux@nad.adventis.org)

20. Current Initiatives(Nancy Lamoreaux) • May 2004 started imaging all original DB service records • New Retiree Benefit Payment software (in-house) – Delphi and SQL - January 2006 • Rewrite DB service record collector (field) in .NET environment – summer 2006 • Rewrite DB processing software (in-house) – Delphi and SQL – summer 2006 • Rewrite accounting software (in-house) – Delphi and SQL – fall 2006

21. DB Service Record Imaging(Nancy Lamoreaux) • 1. Employer remains custodian of the original document and continues to send that document to a new employer. • 2. Employer photocopies all hard copies of original service records • 3. Employer ships photocopies of service records to our imaging vendor • 4. Vendor scans all documents • 5. Copies are shipped to an off-site storage facility for long-term storage • 6. Vendor burns compact disks with the images • 7. Retirement loads all images onto its retrieval/storage system

22. Caring For Those Who Serve • Implementing new technology strategy and enterprise architecture • Piloting single sign-on and portal technologies • Developing new reporting services solution • Continued server consolidation • Evaluating enterprise workflow and imaging solution • Evaluating health administration system replacement (Eileen Kane: ekane@gbop.org)

23. Caring For Those Who Serve (Eileen Kane) • Implemented SunGard’s Omni Annuity and DBEN • Implementing COBIT process maturity improvements • Implementing a new administration tool to deliver improved functionality to Plan Sponsors via the Web • Implementing new products and services that require technology solutions such as: • New pension plans with DC and DB components – Due January 2007 • Redesigned voluntary DC plan – Due January 2006 • Financial planning and Life Stage Investment Services – Due January 2006 • New health and welfare offerings – Ongoing

24. (Elliott Buchholz: buchholz@ymcaret.org) 2004-05 In Review • The focus of the past year has been stabilization and enhancement of the many new applications and services implemented in the prior year. • Heavy focus on measuring and improving quality of customer service • Continued push to convert all physical folders into document imaging • Implementation of Customer Contact software to track and measure customer contact reasons • Conversion from Checkpoint VPN to Netscreen

25. (Elliott Buchholz) Looking Ahead: 2005-06 • Conversion of retirement management system to .Net • Applications to support new product: Health Savings Acocunts (HSA). Web-based application for YMCAs to provide contribution information. • Applications to support new Pension Fund feature: Loans from tax-deferred (403-B) accounts. • Updates to production systems to support numerous plan changes

26. (Elliott Buchholz) Looking Ahead: 2005-06 • Implementation of US Postal Service approved address validation software at point of entry • Addition of many self-service features on our web site • Personal information updating • Withdrawal process initiation • Enhanced annuity calculator

27. Thank You! Resources:1. CBA IT Group Section of CBA Website (this PowerPoint presentation, the annual Business & Technology Survey, and more)2. Contact the CBA IT Group via Tom Drez, Christian Brothers Services at 630-378-2903 or tom_drez@cbservices.org3. Feel free to contact any group member using their eMail address as listed on their slide(s). Church Benefits Association Website www.churchbenefitsassociation.org