AUDIENCE 

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

AUDIENCE (one track / virtual meeting series for each)

Conversion Consultant Teams
Data Management Teams
Payroll Integration Teams

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

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

Audience

Advisors, PPPs, Adopters, Wholesalers and staff of recordkeepers, TPAs, Investment managers, other stakeholders

Audience

Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders

Audience

Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders

Audience

Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders

Business Benefit

Demonstrate expertise; sell and retain more business

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 and adopters to your firm

Business Benefit

Demonstrate a commitment to the market

Deliverables

• Support resources: Library of digital workbooks, case studies, service agreements, RFP templates, discussion forums, checklists and other resources.

• AI-based special purpose avatar Casey or Dakota to engage in natural language for an interactive dialogue offering concrete just-in-time custom solutions to real-life problems.

• Three interactive live webinars (requirement to maintain membership). complement the special purpose avatar hosted by industry experts.

• Custom, self-paced learning and assessment based on user’s current credentials, strengths, hot spots

• Personalized quizzes to demonstrate mastery with 100% proficiency to maintain membership.

• Moderated roundtable discussions: Two hour-long Q&A sessions to exchange views and discuss preferred practices.

• Two-day in-person due-diligence conference (upon completion of the first year)

Deliverables

• Exclusive recognition as the Founding Sponsor

• Prominent logo placement on modules and membership certificates

• Logo placement on the knowledge hub and community sponsor page

• Logo on screen and on banners at virtual and in-person events

• Opportunity to co-develop mastery-based learning topics

• Reserved seats on all committees (Meeting planning, Go-to-market, Content, Bot, Testing)

• Slot at the in-person due diligence meeting

• 8 complimentary registrations at the in-person due diligence meeting

• $1000 off 20 first-year memberships

Deliverables

• Logo placement on the knowledge hub and community sponsor page

• Logo on screen and on banners at virtual and in-person events

• Option to contribute insights or data for mastery-based learning topics

• Invitation to participate in two committees

• Slot at the in-person due diligence meeting

• 4 complimentary registrations at the in-person due diligence meeting

• $750 off 15 first-year memberships

Deliverables

• Logo placement on the knowledge hub and community sponsor page

• Logo on screen and on banners at virtual and in-person events

• Invitation to participate in one committee

• Slot at the in-person due diligence meeting

• 2 complimentary registrations at the in-person due diligence meeting

• $750 off 10 memberships

Budget

Budget

Budget

Budget

ACH, Wire or Check
$1,900 (first year)
$500 (renewal)

ACH, Wire or Check
$100,000

ACH, Wire or Check
$50,000

ACH, Wire or Check
$30,000

Credit Card
 $2,000 (first year)
$550 (renewal)

Credit Card
N/A

Credit Card
N/A

Credit Card
N/A