Coalition for Payroll Excellence September 2019

Coalition for Payroll Excellence 2019 Annual Meeting

Coalition for Payroll Excellence

2019 Annual Meeting

Creating Connections in Payroll and Retirement

September 17/18/19, 2019
Saint Paul, MN

Hosted by: SECURIAN Financial

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Register On-line

*Registration requires an invitation code

Request Invitation Code

 

 

CURRENT CONTEXT - MEETING OBJECTIVE - AUDIENCE - VENUE
AGENDA - DRESS CODE - HOTEL - REGISTER - COST

 

CURRENT CONTEXT

Creating client value is critical for both Payroll and Retirement Plan Service Providers. Employers recognize the value of collaboration between retirement plan service providers that follow best-in-class practices: protocols for the convenient exchange, reconciliation, and quality control of data saves employers time and resources. Agreement on data exchange protocols that protect the privacy and security of data in transit helps prevent employers from fraud and cybercrime. Done properly, aggregation can provide employees convenient access to a consolidated view on multiple aspects of their financial life, giving them information they need to enhance their financial well-being and retirement readiness.

Ultimately, connections between payroll and retirement plan service providers that observe best-in-class practices helps employers contain workforce aging, control labor cost, and enhance competitiveness..

MEETING OBJECTIVE

The mission of the Coalition is simple: to advocate for payroll administration excellence, to define payroll administration excellence and best practices and finally, to encourage employers and their payroll providers to adopt those best practices. At its Annual Meeting, the Coalition sustains the dialogue between retirement plan service providers, payroll service providers and payroll administration software firms to fulfill its mission statement.

Retirement Plan Service Providers (Coalition Members)   Payroll Service Providers Invited
  • AIG Retirement
  • BB&T
  • CUNA Mutual
  • Empower-Retirement
  • John Hancock Retirement Plan Services
  • Nationwide Financial
  • PAi
  • Principal Financial Group
  • Prudential Retirement
  • Securian Financial
  • The Standard
  • TIAA
  • T. Rowe Price
  • VOYA Financial
  • Wells Fargo IRT
 
  • ADP
  • Alight Solutions
  • Capita
  • Ceridian
  • Dayforce HCM
  • Deluxe
  • ExactPayroll
  • Gusto
  • InfoSys
  • Intuit Payroll
  • IPS
  • Kronos (Workforce Ready)
  • MyPayrollHR
  • OneSource
  • OnPay
  • Patriot
  • Paychex
  • PayCom
  • Paycor
  • PayrollGuru
  • PayUSA
  • PeopleSoft (Oracle)
  • Sage Payroll
  • SAP
  • Square Payroll
  • Sure Payroll
  • UltiPro (aka Ultimate Software)
  • Wagepoint
  • Workday

AUDIENCE

The mission of the Coalition is simple: to advocate for payroll administration excellence, to define payroll administration excellence and best practices and finally, to encourage employers and their payroll providers to adopt those best practices. At its Annual Meeting, the Coalition sustains the dialogue between retirement plan service providers, payroll service providers and payroll administration software firms to fulfill its mission statementAttendance is by invitation extended to Coalition members and non-members. The invitation is extended to decision makers at payroll service providers and retirement plan recordkeeping service providers with a strategic interest in promoting payroll administration best practices, with a focus on payroll and retirement plan data integration.

  • Payroll service providers 
  • Payroll administration software platforms
  • Retirement plan recordkeeping service providers

Decision makers include those responsible for 360 payroll data integration, product strategy, strategic partner relationships, and related functions

DATE, TIME, AND VENUE

September 17, 2019
6:00p.m. - Pre-event Networking Dinner

Public Kitchen & Bar
229 E. 6th Street
St. Paul, MN 55101

September 18, 2019
8:00 a.m. - Breakfast
8:15 a.m. to 5:00 p.m. – Sessions

September 19, 2019
8:00 a.m. – Breakfast
8:15 a.m. to 12:00 p.m. - Sessions

VENUE

SECURIAN Financial
400 Robert Street North
Saint Paul, MN 55101

 

 


AGENDA

Tuesday September 17, 2019 (Pre-event)

5:45 p.m.    Meet in Hotel Lobby

6:00 p.m.    Pre-event Dinner at Public kitchen & bar   

Wednesday September 18, 2019

8:00 a.m      Continental breakfast buffet

8:15 a.m.     Opening, Welcome, and Meeting Objectives
                     
8:45 a.m.     Hot Trends in Payroll and Retirement: Instant Pay, Financial Wellness, Well Being,, and Retirement Readiness

Moderator to be announced

Panelists:  Eugeny Prudchyenko - Evoshare
                     Burke Rice - Rapid Paycard
                     Other panelists to be announced

At this session, we will discuss how data integration fuels product innovation and employer demand in payroll and retirement services

9:45 a.m.    Transition

9:50 a.m.    A Success Story in Payroll and Benefits Data Aggregation and Quality Management

Interviewer: Lisa Lobato - Empower-Retirement
Speaker: Nick Foucault - Points North

At this thought-provoking session, we will hear how a firm successfully delivers valuable funding reports and quality management tools to CFOs and HROs of multi-site, multi-vendor organizations aggregating data from Payroll Service, Retirement Plan Service, and other Benefits Providers. Lessons learned in the Tax-exempt, Association, and Davis-Bacon markets help payroll service providers and retirement plan recordkeeping firms enhance client value across all market segments

10:50 a.m.    Refreshment Break

11:05 a.m.     Hires, Terminations, Rehires, and Internal Transfers: Implications of Staff Motions for Payroll and Retirement Plan Service Providers

Co-Moderators: Anthony Garcia - The Standard
                            Co-moderator to be announced

12:05 p.m.  Lunch

12:45 p.m.   Employer Perspective: Payroll Decision Makers and Retirement Committees Working Hand-in-hand

Co-Moderators: Kevin Sale - Securian Financial
                             Eric Henon - EACH Enterprise
Panelists:  Janet Dakin - Vesta Corporation
                                          Other Employers to be announced

2:00 p.m.    Transition

2:15 p.m.    Moderated Peer Discussion Roundtable Sessions on Strategic Issues

Breakout 1 - Service Provider Transitions in Payroll and Retirement
Co-moderators to be announced

Breakout 2 - Choice Architecture in Payroll and Retirement: Default Elections and Auto Features
Moderators: Bill Reynolds - Ascensus
                        Co-moderator to be announced)

3:30 p.m.   Break

3:45 p.m.   Moderated Peer Discussion Roundtable Sessions on Strategic Issues

Breakout 3 - Enhancing Data Quality
Moderators: Kim Thompson - AIG Retirement - Co-moderator to be announced

Breakout 4 - Global Compensation and Retirement: Compensation Categories and Money Types
Co-Moderators to be announced)

5:00 p.m.   Adjourn for the day

6:30 p.m.   Dinner

Gray Duck
345 Wabasha Street N
St. Paul, MN 55102

Thursday September 19, 2019

8:00 a.m    Continental breakfast buffet

8:15 a.m.   Moderated Peer Discussion Roundtables Sessions on Strategic Issues

Breakout 5 - Payroll Advances, Plan Loans, Hardship Withdrawals, Installment Payments, and Required Minimum Distributions
Co-Moderators to be announced

Breakout 6 - Defining Service Excellence and Impact of Employee and Employer Self-service on Data Quality in the Payroll and Retirement Businesses
Co-Moderators to be announced  

9:15 a.m.     Refreshment Break

9:30 a.m.   Payroll and Retirement Plan Administration for Common Employees: Control Groups, Multiple Employer Plans, and Professional Employer Organizations 

Moderator: Bill Reynolds - Ascensus

10:30 a.m.   Transition

10:35 a.m.  Payroll 360: Return File / E-back File Data Elements

Co-Moderators:   Morgan Ambrosy - Prudential Retirement
                              Mitchell Lightman - Exact Payroll Inc.

11:30 a.m.   Action!

Collaborative session to outline a joint plan of action on shared priorities for 2019/2020

12:00 p.m.   Adjourn and  Lunch boxes

DRESS CODE

Casual for the pre-event, Business Casual for meetings and event dinner

HOTEL

DoubleTree by Hilton Hotel St. Paul Downtown - 651-291-8800
411 Minnesota Street
St. Paul, MN 55101

Please call the hotel directly by August 27, 2019 and identify yourself as a member of the Coalition for Payroll Excellence in order to receive the room block rate of $169.00 not including taxes/incidentals.

REGISTER

Registration requires an invitation code.  Payments by credit card, debit card, check or ACH

Register On-line

*Registration requires an invitation code

Request Invitation Code

Registration Deadlines and Cost Per Attendee    

Registration Deadline  
 On or before August 31, 2019  
 Retirement Plan Service Providers  
 Coalition Members $950
 Non-members $1450
Payroll Service Providers $950
   
 After August 31, 2019  
All Registrations $1750

Cancellation Policy

EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175 if you cancel on or before August 31, 2019. No refunds for cancellations after August 31, 2019. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.

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Phone: (860) 653-1701
Fax: (860) 838-2830
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EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026