The EACH Roundtable is the premier forum for Conversion and Implementation Team Leaders to exchange ideas and practices, enhancing the effectiveness of business processes and team management.
In-Person Meeting: Engage with industry leaders and peers in general sessions and breakout sessions at the Hilton Dallas Southlake Town Square
Exclusive Hotel Rates: Secure
your stay at a special rate of
$205 per night
Virtual Meetings: Participate in
working groups and discussions
on key topics such as client-
facing conversion consultant
management and data
management
EXCALIBUR Awards: Recognize
outstanding conversion teams
that have excelled in helping
plan sponsors transition from
one provider to another
Membership Benefits:
- Be A Change Agent: Influence advisor, plan sponsor, participant, and service provider practices through active engagement.
- The Power of the Peers: Engage in captivating discussions on hot topics and pressing issues.
- Comprehensive Coverage: Access sessions for plans of all sizes, delving into M&A transitions and total plan transitions.
- Three Exciting and Relevant Tracks: Enhance your expertise in data management, payroll integrations, client-facing, and plan sponsor training.
- Expert Insights: Join the plan advisor and consultant panel to gain invaluable knowledge.
- Shape the Future: Contribute to the PERSPECTIVES publications initiative, championing top-quality transitions.
- Expand Horizons: Enrich your understanding with web content, engaging quizzes, and a comprehensive glossary of terms.
- Data, Data, Data: Provide your input in the 2025 EACH Enterprise Implementation and Conversion focused survey on data enrichment and payroll platforms research
- Amplify Your Voice: Promote PERSPECTIVES publications across social media and news releases.
- Be The Change-Get Involved: Participate in company polls and dynamic online meetings.
- Stay Connected: Access the EACH Enterprise online retirement plan community application.
Don’t miss out on this opportunity to connect, learn, and grow with the best in the industry. Make your hotel reservations now and join us at the EACH Roundtable for Implementation and Conversion 2025!
