East Granby, CT - September 8, 2015 - Today, EACH Enterprise announces a special series of interactive webconferences to help retirement plan service providers, investment managers, and advisory firms prepare for Q3 2015 plan review meetings, and to make plan committee meetings truly work.

steven-rogelbergRetirement plan professionals who often present at committee meetings find themselves unable to show benefits for the time they spend preparing for meetings of some of their plan committees. Frustrated with the slow motion of the retirement readiness needle, they seek meeting strategies to enhance committee responsiveness to their suggestions.  The concern is particularly heightened for the upcoming Q3 2015 review meetings that follow a period of market turbulence.  EACH Enterprise decided to offer this special series to respond to the need expressed by client relationship managers and plan advisors.

This initiative, led by Professor Steven Rogelberg of the University of North Carolina at Charlotte, is directed to individuals who frequently lead plan committee meetings, present at committee meetings, or interact with plan committees.  Poorly run meetings take a negative toll on client engagement.  The initiative combines a survey of attendees who habitually conduct plan committee meetings with a series of interactive webconferences where Professor Rogelberg addresses the most vexing problems identified in the survey.

This initiative is based on Dr. Rogelberg's research on meetings, which has been profiled in some of the world’s top media outlets, including the Financial Times, the Wall Street Journal, and National Public Radio. This evidence-based approach sets the stage for a highly interactive discussion of a strategic approach to running meetings.

EACH Enterprise was planning to offer a second edition of this successful series of interactive webconferences in November 2015 to help retirement plan professionals enhance the value of committee meetings.  The market turbulence of August 2015 increased the urgency.  EACH Enterprise scheduled a special series to take place before the start of Q3 2015 review meetings.

Take a video tour or read more about the initiative HERE

Steven G. Rogelberg is Chancellor’s Professor and Director of Organizational Science at the University of North Carolina at Charlotte.  Dr. Rogelberg is recognized nationally as an expert on team effectiveness, leadership, engagement, health, and employer well-being meetings at work, and organizational research methods.  His work on meetings has been profiled in outlets such as the Wall Street Journal, Financial Times, NPR, National Geographic, London Guardian, and CBS News.

About EACH Enterprise

EACH Enterprise, LLC is dedicated to the institutional retirement plans market, serving investment management firms, recordkeeping service providers, and advisory firms. EACH Enterprise helps client firms establish and maintain a clear position in target markets. Its coordinated initiatives include meeting planning, research, reporting, news release, social media, public speaking, education, and campaign management services.
EACH Enterprise has been designing bold and innovative programs since 2007, using a network of professionals with experience in retirement plans, research, meeting planning, education, communication, design, website development, marketing, sales, distribution management, project management, and human resource management. The firm organizes annual and semi-annual events each year, including the (K)onvergence Summit, the Retirement Advisor Council planning meetings, and roundtables for Client Relationship Management, Participant Strategy, Strategic Account Management, and Conversion/Implementation Team Leaders.

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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