EACH Roundtables

EACH Roundtables

EACH Roundtable – Client Service

AUDIENCE 
Client Relationship Management
Account Management
PEP/MEP/GoP Service
Digital Client Experience
Participant Strategy

EACH Roundtable - Implementation

AUDIENCE (one track / virtual meeting series for each)
Conversion Consultant Teams
Data Management Teams
Payroll Integration Teams

EACH Roundtable - Operations

AUDIENCE 
Trust and Custody
ERISA Compliance
Transaction Processing,
Error Correction and Special Projects
Contact Center Operations
BUSINESS BENEFIT
Revenue growth through…
Enhanced client retention and NPS scores, referenceability, product upgrates, cross purchases, greater participant outcomes, service efficiency gains, economies of scale, and service team dynamics
BUSINESS BENEFIT
Business quality improvements through...
 Advisor and plan sponsor information and adoption of best practices among payroll platforms, TPAs, and fellow recordkeeping service provider platforms, TPAs, and fellow recordkeeping service provider
BUSINESS BENEFIT
Efficiency gains through…
Economies of scale, automation, innovation, organization, adoption of industry standards and preferred practices.
Number of in-person summits
2
Number of in-person summits
1
Number of in-person summits
1
Number of in-person meeting registrations included
3
Number of in-person meeting registrations included
2
Number of in-person meeting registrations included
3
Number of remote strategic discussion sessions
15
Number of remote strategic discussion sessions
9
Number of remote strategic discussion sessions
15
Number of remote meeting attendees
Unlimited
Number of remote meeting attendees
Unlimited
Number of remote meeting attendees
Unlimited
Cost: ACH, Wire or Check
$9,900
Cost: ACH, Wire or Check
$7,600
Cost: ACH, Wire or Check
$12,500
Additional in-person meeting registration
$950
Additional in-person meeting registration
$950
Additional in-person meeting registration
$950

Bundled Price for Both Client Services and Implementation Roundtables

Cost ACH, Wire or Check
$14,600 ($2,700 saving)

Bundled Price for all 3; Client Services, Implementation & Operations Roundtables

Cost ACH, Wire or Check
$27,000 ($2,800 saving)

Pooled Arrangement Designations

PROS® Designation

Audience
Advisors, PPPs, Wholesalers and Service Staff of recordkeepers, TPA, and investment managers

PRIME® Addition

Audience
Advisors, PPPs, Wholesalers of investment managers

Gold Sponsorship

Audience
Recordkeeping service providers, independent PPPs, Large TPAs with business development staff, investment managers

Silver Sponsorship

Audience
Recordkeeping service providers, independent PPPs, Large TPAs with business development staff, investment managers

Bronze Sponsorship

Audience
Recordkeeping service providers, independent PPPs, Large TPAs with business development staff, investment managers
Business Benefit
Demonstrate expertise; sell and maintain more business
Business Benefit
Demonstrate expanded expertise in pooled plan investments
Business Benefit
Make a name for yourself in the business, stand out as a premium company in this segment
Business Benefit
Attract more advisors, TPAs, and plan sponsors to your firm
Business Benefit
Demonstrate commitment to the market/h6>
Value in the first 24 months starting with launch
Value in the first 24 months starting with launch
Value in the first 24 months starting with launch
60% off 100 PROS designations ($190,000)
Value in the first 24 months starting with launch
50% off 80 designations ($152,000)
Value in the first 24 months starting with launch
40% off 60 designations ($114,000)
Return on Investment
Return on Investment
Return on Investment
$114,000 (+128%)
Return on Investment
$76,000 (+90%)
Return on Investment
$45,600 (+52%)
ACH, Wire or Check
$1,900
ACH, Wire or Check
$500
ACH, Wire or Check
$50,000
ACH, Wire or Check
$40,000
ACH, Wire or Check
$30,000
Credit Card
Credit Card
Credit Card
N/A
Credit Card
N/A
Credit Card
N/A

First Move Strategic Game

Syndicated

Audience
Recordkeeper Management Team

Private

Audience
Recordkeeper Management Team
Business Benefit
Identify potential approaches to disrupt and change the system to include streamline operations, reduce fees, and deliver superior participant experiences
Business Benefit
Identify potential approaches to disrupt and change the system to include streamline operations, reduce fees, and deliver superior participant experiences
Staff Time Commitments
40hrs/per team member
Staff Time Commitments
60hrs/management team; 40hrs per team member
Investment
$50,000-$70,000
Investment
$350,000
Length
3 Months
Length
4 Months
Contact Us

Phone: (860) 254-5046
Fax: (860) 838-2830
Email: EHenon@EACHenterprise.com

EACH Enterprise
16A Pasco Drive
East Windsor CT 06088

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