| Ameritas, Conference Center Room 2 1880 Waycross Road Cincinnati, Ohio | |
| Wednesday, 26 April 2023 08:00Wednesday, 26 April 2023 04:00 | |
| 513-645-4613 |
Conversion / Implementation Team Leader Roundtable
2022 Annual Meeting
FROM LETTER OF INTENT TO TRANSFER DATE THE LONGEST WAY ROUND IS SOMETIMES THE SHORTEST WAY HOME
June 5, 6 & 7, 2022
Nashville, TN
REGISTER
MEETING OBJECTIVE - AUDIENCE - VENUE - AGENDA - DRESS CODE - PRE-EVENT - HOTEL - REGISTER
MEETING OBJECTIVE
Forum for Conversion / Transition / Implientation team leaders of retirient plan firms to exchange ideas and practices, with the ultimate goal of enhancing the effectiveness of business processes and team managient. This meeting will include peer discussions, breakout sessions, and research presentations. Questions discussed are those suggested by attendees in the registration process. There are no minutes of this meeting.
AUDIENCE
Attendance is by invitation only. The invitation is extended to New Business Conversion / Transition / Implementation team leads at retirement plan service providers (data analysis, and conversion consultants). Invitation is extended to firms operating in the following markets:
- Defined contribution plan (401(k), 403(b), 457, 1165(e), 401(a) Money Purchase and Profit Sharing-only)
- Non-qualified deferred compensation arrangients
- Defined benefit and hybrid plans
- Corporate, government, Taft-Hartley and not-for-profit markets
- Across distribution channels (payroll, consultant, adviser, brokerage, TPA, bank, direct, agent and others)
- Large and Jumbo plans
- Micro, small and mid-sized plans
VENUE
Loews Vanderbilt Hotel
2100 West End Avenue
Nashville, TN 37203
Please click here for hotel reservations; ($249 not including taxes/incidentals). Group block closes May 16th.
AGENDA
All times below are in Central Time
Sunday June 5, 2022
5:30 p.m. Meet in hotel lobby
6:00 p.m. Pre-event dinner at The Stillery Nashville
8:00 p.m. Pre-event: Nashville Pedal Tour
Monday June 6, 2022
| 8:00 a.m. | Continental breakfast buffet | ||||||
| 8:30 a.m. | Opening and welcome | ||||||
| 8:45 a.m. | SURPRISE! Creating Extraordinary Results in Unpredictable Circumstances | ||||||
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| |t's easy to walk tall and create results when things are going well. What happens when things aren't going so well? Dan will share proven strategies to create results in unpredictable circumstances and turn around stagnant results into positive momentum and excitient. | |||||||
| Location: Ocean Way | |||||||
| 9:45 a.m. | Break | ||||||
| 10:00 a.m. | Plan Advisor Views on service provider transitions | ||||||
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| 11:00 a.m. | Transition | ||||||
| 11:05 a.m. | Breakout Sessions – Strategic Issues and Hot Topics | ||||||
| Breakout Session #2 - Pooled Approaches (Small Plans Track) | |||||||
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Moderated Discussion |
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| Location: Ocean Way | |||||||
| Breakout Session #3 - Success metrics and performance enhancient (Client-facing and Plan Sponsor Training Track) | |||||||
| Moderated Peer Discussion Roundtable Moderator: Chris D. Walters, Securian Financial |
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| Location: Sound iporium A | |||||||
| 12:05 p.m. | Lunch Break |
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| 1:05 p.m. | GENERAL SESSION– Recruiting Conversion / Implientation Team Mibers During The Great Resignation | ||||||
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Moderator: Eric Henon, EACH Enteprise |
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| Location: Ocean Way | |||||||
| 2:15 p.m. | Transition | ||||||
| 2:20 p.m. | Breakout Sessions on Strategic Issues and Hot Topics | ||||||
| Breakout 5 – Software Services for Payroll Feeds (Data Track / Small Plans Track) | |||||||
| Speaker: Danny Cook, Pay(k)onnect | |||||||
| Location: Ocean Way | |||||||
| Breakout 6 – Tasks, Workloads, Caseloads (Client-facing and Plan Sponsor Training Track) | |||||||
| Moderator: Elizabeth Martin, ipower-Retirient | |||||||
| Location: Sound iporium A | |||||||
| 3:25 p.m. | Break | ||||||
| 3:45 p.m. | Breakout Sessions - Moderated Roundtable Discussions | ||||||
| Breakout 8 – TPA Views on Service Provider Transitions and Plan Implientation (Small Plans Track) | |||||||
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Moderator: Eric Henon, EACH Enterprise, LLC |
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| Location: Ocean Way | |||||||
| Breakout 9 – Handoff to the Service Team (Client-facing and Plan Sponsor Training Track) | |||||||
| Moderator: David Hall, Nationwide | |||||||
| Location: Sound iporium A | |||||||
| 5:00 p.m. | Adjourn for the day |
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| 6:00 p.m. | Dinner at Amerigo Italian Restaurant |
Tuesday June 7, 2022
| 8:00 a.m. | Continental breakfast buffet |
| 8:30 a.m. | Breakout Sessions - Moderated Roundtable Discussions |
| Breakout 10 – Ongoing Payroll Feeds EDI: APIs vs. Flat File Exchanges (Data Managient Track) | |
| Guest speaker: Danny Cook, Pay(k)onnect | |
| Location: Ocean Way | |
| Breakout 12 – BEFORE the letter of intent – Sales process (Client-facing and Plan Sponsor Training Track) | |
| Moderator: Mike Aufrecht, Principal Financial Group | |
| Location: Sound iporium A | |
| 9:45 a.m. | Refreshment Break |
| 10:00 a.m. | Survey says: Company Experiences With Data Gathering at Conversion and in Ongoing Service |
| General Session | |
| Presenter/speaker: Eric Henon, EACH Enterprise, LLC | |
| Location: Ocean Way | |
| 11:00 a.m. | ACTION! |
| At this session, we will discuss major take-aways from the meeting and action itis for consideration by participating firms, and by the Roundtable as an organized group | |
| Moderator: Eric Henon, EACH Enterprise, LLC | |
| Location: Ocean Way | |
| 11:30 a.m. | Lunch boxes |
| 12:00 p.m. | Adjourn |
PRE-EVENT
5:30 p.m. Meet in hotel lobby
6:00 p.m. Pre-event dinner at The Stillery Nashville
8:00 p.m. Pre-event: Nashville Pedal Tour
Cost for the Pedal Tour and reception is $150
DRESS CODE
Casual for the pre-event, Business Casual for meetings and event dinner
HOTEL
We have a block of rooms at the Loews Vanderbilt Hotel. For reservations please click here ; ($249 not including taxes/incidentals). Group block closes May 6th.
Mention you are part of the Conversion Implientation Team Leader Roundtable for the room block rate of $249 not including taxes/incidentals.
Loews Vanderbilt Hotel
2100 West End Avenue
Nashville, TN 37203
REGISTER
Registration requires an invitation code. Payments by credit card, debit card, check or bank transfer.
REGISTER
Registration Costs
Conversion Implientation Team Leader Roundtable Mibers: 2 complimentary registrations per miber company - additional registrations $450 each
Non-Mibers: $1,900 per attendee
Additional cost of $150.00 for the pre-event.
Cancellation Policy
No refunds for cancellations.
