2016 Semi-Annual Meeting
Retirement Plans Public Relations, Advertising, and Marketing Roundtable
Responding to the Regulatory Challenge / A World in Motion
April 1, 2016
New York, NY
Hosted by: PIMCO
The U.S. Department of Labor "Conflict of Interest" Rule challenges all firms involved in the retirement plans vertical (advisory firms, recordkeeping service providers, participant education and communication service providers, and investment managers) to communicate with large numbers of stakeholders at a fast pace over a short period of time. In this environment, all companies in the retirement plans vertical need to communicate consistently over the next six months. The need arises in the middle of a revolution in of communication technology that has everything and everybody in constant motion. To facilitate discussions among peers and enhance industry response, EACH Enterprise is organizing a roundtable of retirement plans public relations, advertising, and marketing professionals with the goal of addressing issues with real-life solutions.
Forum for heads of retirement plans marketing, advertising, and public relations to discuss emerging industry trends, major challenges and opportunities, current and upcoming governmental regulations and other topics of interest to attendees. Informal discussions are organized around topics suggested in the registration process. There are no minutes of this meeting.
Attendance is by invitation only. The invitation is extended to Chief MarCom Officers of retirement plan service providers / recordkeepers, investment managers, and advisory firms:
- Across disciplines (investment management, recordkeeping service, plan advice)
- Across markets - Small/micro, mid-sized, large and jumbo plans, corporate, government, not-for profit, higher-education and Taft-Hartley markets
- Across audiences – media, plan sponsors, consultant, adviser, brokerage, TPA, bank, agent, and others
- Across channel: mobile technology, social media, trade media, general, direct
- Across plan types: defined benefit, defined contribution, and NQDC
Date, Time, Venue, Dress Code
April 1, 2016 - 8:30 a.m. to 12:00 p.m. – Sessions
Continental breakfast starting at 8:00 a.m.
1633 Broadway, Training Room A, 42nd Floor
New York City, NY 10019
Business Casual dress code.
- Content Development
- Leveraging Mobile Technology
- Securities Compliance
- Department of Labor Regulation
- Social Media Marketing
- Moving Targets
- Emerging Metrics
- Other topics suggested by attendees in the registration process
Friday April 1, 2016
8:00 a.m. Continental breakfast buffet
8:30 a.m. Welcome and Introductions
8:45 a.m. Roundtable discussions: Emerging trends, current issues and hot topics
9:45 a.m. Action plan
10:15 a.m. Break
10:30 a.m. Roundtable discussions: Functional responsibilities, opportunities & challenges
11:30 a.m. Next steps
12:00 p.m. Box Lunches/adjourn
Payments by credit card, debit card, check or bank transfer.
|On or before March 15, 2016||$950.00|
|After March 15, 2016||$1,175.00|
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before March 15, 2016. For cancellations between March 15, 2016 and March 18, 2016, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175. No refunds for cancellations after March 18, 2016. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.