Talent Management and Compensation Roundtable
October 2016 Semi Annual Meeting Plus Follow-Up Interactive Online Meetings
October 3/4, 2016
Greenwood Village, CO
Hosted by: Empower-Retirement
*Registration requires an invitation code
Retirement plan firms with a strong Talent Management practice run more efficiently, have a cost advantage, win and retain more business. Talent management is also a driver of differentiation and marketing success. Firms that seek to compete on service need HR practices that support this positioning. It is not the size of computers that makes for superior technology but the firm’s ability to recruit, develop, and retain the talent to develop the latest apps and to keep staff and processes nimble.
To be strong players in the retirement plans market, financial services firms need their talent management team equipped with the intelligence, ability, and responsibility to speak authoritatively on work location, schedules, position descriptions, qualification requirements, and compensation practices. The only way to acquire this intelligence is through inter-company exchange.
The industry requires unique skill sets that combine regulatory knowledge (benefits and securities), data processing knowledge and interpersonal skills. The difficulty of finding and developing these combinations makes the Talent Management function particularly challenging in the retirement plans business.
Regulations change constantly, society is in motion, HR leaders of our industry must stay abreast of current trends in discussions with their peers. Defining exempt and non-exempt positions is the quandary of the moment: how will we manage positions that straddle the line of compensation demarcation? Another challenge will most certainly emerge before year-end.
- Peer exchange
- Effective learning experience
- Collective interest
This forum for Human Resources Officers of retirement plan firms will discuss emerging industry trends, major challenges and opportunities. Colleagues in your firm’s retirement plans business unit may have an opinion on how you should manage the HR function. However, you need to balance the human, technical, and financial needs of the enterprise, not just the immediate needs of line managers. The people who best understand your position are your peers across the industry.
At roundtables, peers exchange perspectives and practices on hot topics suggested in the registration process. Free-flowing discussions provide attendees a sharper understanding of their relative position in the labor market. Knowledge gleaned from conversations help attract and more effectively reward the talent you need to run the business. The format of roundtables makes for a more productive learning environment. Constant interaction between attendees throughout the day compels all to participate and to be more attentive to exchanges than at sit-and-listen conferences. Attendees are responsible for their own note taking. There are no minutes of this meeting.
Every January, staff is shuffled across the industry based on who met quota the previous year, who lost business and who gained business. By March, the same 8,000 people who manage the industry are back at work, some wearing new labels. Ultimately, we collectively manage the talent pool for the industry. We have interests in common, to make sure the talent pool we need is available. Together, we can manage the pool more effectively, provide the development opportunities needed to grow the business, and offer alternatives where they are needed, we can groom the population for our collective benefits, and set in-place the infrastructure that will support the needs of 2020. This roundtable provides peers an opportunity to work together to support the human infrastructure needed for the retirement success of working Americans.
The in-person meeting will be followed by two online interactive meetings one week and three months after the meeting to discuss hot topics of the moment. Online interactive meetings are a time- and cost-effective way for the group to gather for meaningful discussions.
Attendance is by invitation only. The invitation is extended to heads of Human Resources or their delegates at retirement plan service providers operating in the following markets:
- Corporate, government, Taft-Hartley and not-for-profit markets
- Large and jumbo plans
- Micro, small and mid-sized plans
- Across distribution channels (consultant, adviser, brokerage, TPA, bank, direct, agent and others)
Date and Time
October 3, 2016
7:30 p.m. Pre-event dinner at Chinook Tavern
October 4, 2016
8:30 a.m. to 3:30 p.m. – Sessions
Breakfast starting at 8:00 a.m.
October 11, 2016
3:00 p.m. Eastern / 12:00 noon Pacific
Follow-up Interactive Online Meeting (60 min)
January 10, 2017
3:00 p.m. Eastern / 12:00 noon Pacific (60 min)
Conference Center, Conference Room C
8525 E. Orchard Road
Greenwood Village, CO 80111
- EXEMPT OR NON EXEMPT
- Talent acquisition
- Capacity models
- Recruiting and selection
- Retirement and termination
- Remote work arrangements
- Compensation benchmarking
- Incentive compensation modeling
- Hard-to-find talent
- Employee retention
- Flextime work arrangements
- Managing the workforce to a budget
- Talent development
Other topics suggested by attendees
Monday, October 3, 2016
7:30 p.m. Pre-event Dinner at Chinook Tavern
Tuesday October 4, 2016
8:00 a.m Continental breakfast buffet
8:30 a.m. Welcome and Introductions
9:00 a.m. Hot Topics
10:00 a.m. Break
10:15 a.m. HR department structure and organization
11:15 a.m. Talent acquisition – recruiting and selection
12:00 p.m. Buffet Luncheon
12:30 p.m. Talent development and retention
1:30 p.m. Absence management, termination, and retirement
2:30 p.m. Compensation policy making and benchmarking - shared needs, industry gaps
3:15 p.m. Next Steps
3:30 p.m. Meeting adjourns
Pre-event Networking Dinner
6380 S. Fiddlers Green Circle
Greenwood Village, CO 80111
"Feel the warm breeze of the new Chinook Tavern, where no detail for your dining pleasure and comfort has been overlooked. Enjoy the signature European cuisine including long-time favorites and exciting new creations prepared by Executive Chef Markus Georg and his team.” OpenTable
Hotel / Transportation
The recommended hotel is the DoubleTree by Hilton DTC. For reservations please call 1-800-327-2242 and mention you are part of the EACH Enterprise, LLC Room block to receive the special rate of $169.00 not including taxes/incidentals.
DoubleTree by Hilton DTC
7801 E. Orchard Road
Greenwood Village, CO 80111
Registration requires an invitation code. Payments by credit card, debit card, check or bank transfer
Registration deadlines and Cost Per Attendee
|On or before September 12, 2016||$950.00|
|After September 12, 2016||$1,175.00|
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before August 31, 2016. For cancellations between September 1, 2016 and September 30, 2016, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175. No refunds for cancellations after September 30, 2016. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.