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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

EACH Roundtable - Participant Experience

AUDIENCE 
 Heads of participant digital experience, participant communication, participant education & counseling, and participant contact centers. Also: financial wellness service providers, managed account service providers, student loan remediation counseling organizations, IRA providers/trust companies.
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.
BUSINESS BENEFIT 
Enhance participant outcomes through…
Increased contribution flow, account balances, income replacement, enhanced plan design, digital experience, participant education, counseling and service, and support for plan sponsor fiduciary obligations.
Number of in-person summits
2
Number of in-person summits
1
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 in-person meeting registrations included
4
Number of remote strategic discussion sessions
15
Number of remote strategic discussion sessions
9
Number of remote strategic discussion sessions
15
Number of remote strategic discussion sessions
3 or 4 calls for each of 7 committees
Number of remote meeting attendees
Unlimited
Number of remote meeting attendees
Unlimited
Number of remote meeting attendees
Unlimited
Number of remote meeting attendees
Unlimited
Cost: ACH, Wire or Check
$10,900
Cost: ACH, Wire or Check
$7,800
Cost: ACH, Wire or Check
$12,500
Cost: ACH, Wire or Check
$9,900
Additional in-person meeting registration
$1,450
Additional in-person meeting registration
$1,450
Additional in-person meeting registration
$1,450
Additional in-person meeting registration
$1,450

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 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)
Contact Us

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

EACH Enterprise
16A Pasco Drive
East Windsor CT 06088

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