Annual Meeting of the Participant Strategy Roundtable To Take Place September 12 /13 in Portland, OR
East Granby, CT - April 11, 2017 - April 11, 2017 – East Granby, CT – Today, EACH Enterprise launched invitations for the Participant Strategy Roundtable that will take place September 12 / 13, 2017. Hosted by The Standard in Portland, OR, the Roundtable is described HERE
New this year is the addition of a project to create content on Generation Z based on a survey of 2000 members of this cohort and tail-end millennials. This project is the first of a multi-year multi-company initiative called GenZRetires, that sets members of Generation Z on track to achieve 99.7% retirement success by age 70. This initiative combines research and a range of communication activities directed to young people through messaging channels they use most, in the format they like best.
EACH Enterprise is celebrating its 10th Anniversary, and the September 13 edition will be the 15th meeting of the Roundtable. Attendance is by invitation. Invited to attend are the heads of Participant Communication and Participant Education at major retirement plan recordkeeping firms in the United States, and select firms dedicated to retirement plan participant strategies including managed accounts, participant advice, financial wellness, participant education, and participant communication.
At EACH Enterprise Roundtables, attendees discuss timely hot topics in a collegial environment with the ultimate objective of enhancing outcomes across the industry. At the September edition, attendees will discuss financial wellness, benefits exchanges and integrated benefits outsourcing, employer student loan repayment programs, retirement income solutions, and participant outcomes – financial security and wellness overall. The agenda is structured by career stage (new workforce entrants and Generation Z, mid-career, pre-retirees and retirees).
About EACH Enterprise
EACH Enterprise, LLC is dedicated to the institutional retirement plans market, serving investment management firms, recordkeeping service providers, and advisory firms. EACH Enterprise helps client firms establish and maintain a clear position in target markets. Its coordinated initiatives include meeting planning, research, reporting, news release, social media, public speaking, education, and campaign management services.
EACH Enterprise has been designing bold and innovative programs since 2007, using a network of professionals with experience in retirement plans, research, meeting planning, education, communication, design, website development, marketing, sales, distribution management, project management, and human resource management. The firm organizes annual and semi-annual events each year, including the (K)onvergence Summit, the Retirement Advisor Council planning meetings, and roundtables for Client Relationship Management, Participant Strategy, Strategic Account Management, and Conversion/Implementation Team Leaders.