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)
EACH Roundtables
EACH Roundtable – Client Service
AUDIENCE
Client Relationship Management
Account Management
PEP/MEP/GoP Service
Digital Client Experience
Participant Strategy
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
Number of in-person summits
2
Number of in-person meeting registrations included
3
Number of remote strategic discussion sessions
15
Number of remote meeting attendees
Unlimited
Cost: ACH, Wire or Check
$9,900
Additional in-person meeting registration
$950
EACH Roundtable - Implementation
AUDIENCE (one track / virtual meeting series for each)
Conversion Consultant Teams
Data Management Teams
Payroll Integration Teams
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
Number of in-person summits
1
Number of in-person meeting registrations included
2
Number of remote strategic discussion sessions
9
Number of remote meeting attendees
Unlimited
Cost: ACH, Wire or Check
$7,600
Additional in-person meeting registration
$950
EACH Roundtable - Operations
AUDIENCE
Trust and Custody
ERISA Compliance
Transaction Processing,
Error Correction and Special Projects
Contact Center Operations
BUSINESS BENEFIT
Efficiency gains through…
Economies of scale, automation, innovation, organization, adoption of industry standards and preferred practices.
Number of in-person summits
1
Number of in-person meeting registrations included
3
Number of remote strategic discussion sessions
15
Number of remote meeting attendees
Unlimited
Cost: ACH, Wire or Check
$12,500
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 Council and Knowledge Hub
MEMBERSHIP
Audience
Advisors, PPPs, Adopters, Wholesalers and staff of recordkeepers, TPAs, Investment managers, other stakeholders
Business Benefit
Demonstrate expertise; sell and retain more business
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) hosted by industry experts complement the special purpose avatar.
-
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
-
Member seal for use in marketing communications
-
Positioning statement on the member page of the website
-
Dot on the interactive map of members
-
Two-day in-person due-diligence conference (upon completion of the first year)
GOLD SPONSORSHIP
Audience
Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders
Business Benefit
Make a name for yourself in the business, stand out as a premium company in this segment
Deliverables
-
Exclusive recognition as the Founding Sponsor
-
Prominent logo placement and positioning statement on the knowledge hub and community sponsor page
-
Prominent logo placement on modules and membership certificates
-
Logo on screen and on banners at virtual and in-person events
-
Opportunity to co-develop mastery-based learning topics
-
Opportunity to moderate 6 or more roundtable discussions
-
Opportunity to interact with members at all events
-
Reserved seats on all committees (Meeting planning | Go-to-market | Content | Bot | Testing | Compliance, risk management, and government affairs)
-
Slot at the in-person due diligence meeting
-
8 complimentary registrations at the in-person due diligence meeting
-
$1000 off 20 first-year memberships (e.g. for staff, advisors, TPAs, independent PPPs, PEOs, and adopters.)
SILVER SPONSORSHIP
Audience
Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders
Business Benefit
Attract more advisors, TPAs, and plan sponsors and adopters to your firm
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
-
Opportunity to moderate up to 5 roundtable discussions
-
Opportunity to interact with members at most events
-
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 (e.g. for staff, advisors, TPAs, independent PPPs, PEOs, and adopters.)
BRONZE SPONSORSHIP
Audience
Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders
Business Benefit
Demonstrate a commitment to the market
Deliverables
-
Logo placement on the knowledge hub and community sponsor page
-
Logo on screen and on banners at virtual and in-person events
-
Opportunity to moderate 2 roundtable discussions Invitation to participate in one committee
-
Opportunity to interact with members at some events
-
Slot at the in-person due diligence meeting
-
2 complimentary registrations at the in-person due diligence meeting
-
$750 off 10 memberships (e.g. for staff, advisors, TPAs, independent PPPs, PEOs, and adopters.)
Budget
Upon Receipt, ACH, Wire, Check or Credit Card
$1,900 (first year)
$500 (renewal)
Budget
ACH, Wire or Check
$100,000
Budget
ACH, Wire or Check
$50,000
Budget
ACH, Wire or Check
$30,000
MEMBERSHIP
Audience
Advisors, PPPs, Adopters, Wholesalers and staff of recordkeepers, TPAs, Investment managers, other stakeholders
Business Benefit
Demonstrate expertise; sell and retain more business
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) hosted by industry experts complement the special purpose avatar.
-
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
-
Member seal for use in marketing communications
-
Positioning statement on the member page of the website
-
Dot on the interactive map of members
-
Two-day in-person due-diligence conference (upon completion of the first year)
Budget
Upon Receipt, ACH, Wire, Check or Credit Card
$1,900 (first year)
$500 (renewal)
GOLD SPONSORSHIP
Audience
Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders
Business Benefit
Make a name for yourself in the business, stand out as a premium company in this segment
Deliverables
-
Exclusive recognition as the Founding Sponsor
-
Prominent logo placement and positioning statement on the knowledge hub and community sponsor page
-
Prominent logo placement on modules and membership certificates
-
Logo on screen and on banners at virtual and in-person events
-
Opportunity to co-develop mastery-based learning topics
-
Opportunity to moderate 6 or more roundtable discussions
-
Opportunity to interact with members at all events
-
Reserved seats on all committees (Meeting planning | Go-to-market | Content | Bot | Testing | Compliance, risk management, and government affairs)
-
Slot at the in-person due diligence meeting
-
8 complimentary registrations at the in-person due diligence meeting
-
$1000 off 20 first-year memberships (e.g. for staff, advisors, TPAs, independent PPPs, PEOs, and adopters.)
Budget
ACH, Wire or Check
$100,000
SILVER SPONSORSHIP
Audience
Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders
Business Benefit
Attract more advisors, TPAs, and plan sponsors and adopters to your firm
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
-
Opportunity to moderate up to 5 roundtable discussions
-
Opportunity to interact with members at most events
-
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 (e.g. for staff, advisors, TPAs, independent PPPs, PEOs, and adopters.)
Budget
ACH, Wire or Check
$50,000
BRONZE SPONSORSHIP
Audience
Investment Managers, Technology platforms, Recordkeeping service providers, Large RIA or B/D firms, Large TPAs, Independent PPPs, and other stakeholders
Business Benefit
Demonstrate a commitment to the market
Deliverables
-
Logo placement on the knowledge hub and community sponsor page
-
Logo on screen and on banners at virtual and in-person events
-
Opportunity to moderate 2 roundtable discussions Invitation to participate in one committee
-
Opportunity to interact with members at some events
-
Slot at the in-person due diligence meeting
-
2 complimentary registrations at the in-person due diligence meeting
-
$750 off 10 memberships (e.g. for staff, advisors, TPAs, independent PPPs, PEOs, and adopters.)
