| Ameritas, Conference Center Room 2 1880 Waycross Road Cincinnati, Ohio | |
| Wednesday, 26 April 2023 08:00Wednesday, 26 April 2023 04:00 | |
| 513-645-4613 |
Client Plan Sponsor and Advisor /
Consultant Experience Roundtable
IN-PERSON MEETING
March 8 - 9, 2022
We choose to go to the moon in this decade
“We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard.” - John F. Kennedy, address at Rice University, Septiber 12, 1962
REGISTER
For Hotel reservations click here by February 14, 2022
CURRENT CONTEXT - MEETING OBJECTIVE - AUDIENCE - DATE TIME & LOCATION
DRESS CODE - HOT TOPICS - PRE-EVENT - AGENDA - HOTEL - REGISTER - COST
Current Context
The context in which retirement plan service providers operate in 2022 has changed, affecting all aspects of our lives - not just retirement plans. The pandemic amplified trends that were already underway.
- Broadened scope of the business, considered a facilitator of employee Financial Well-Being, not limited to retirement readiness
- Ubiquitous use of handheld devices / SMS / apps / in-app notifications/ in-app chat
- Increased appeal of the ease and convenience of self-service
- Fast decline of in-person meetings / phone calls in favor of the digital client experience
- Effectiveness of iail communications becoming marginal
- Immeasurable impact of AI, Robotics, and automated assistants that anticipate our need for communication
- Consolidation at every level of the industry vertical (advisor teams, advisory firms, TPAs, recordkeeping service providers, HCM/payroll service providers)
The change is so dramatic that we are unable to conceive THE WAY OF THE FUTURE by extrapolating past experience. Technological innovation has expanded the universe of possibilities beyond user expectations. Dreams come true, and drive what the market will demand tomorrow and what some segments already demand today.
- Just-in-time / on-demand communications that users access at the time when they need it, when they want/choose to look at it
- Virtual is just as important as if not more important than in-person contact
In this context, the Annual Meeting of the Client Plan Sponsor and Advisor/Consultant Experience Roundtable is no longer an isolated event; it is part of a public advocacy program that includes:
- Access to the EACH Enterprise online community app
- Advocacy on the Website of The 401(k) Listening Post
- 2 employer polls in collaboration with the Worldwide employee Benefits Network
- One VIEWPOINT paper on an industry issue based on deliberations
- Client Relationship Managment Sentiment Survey and Report
Seventeen firms are participating in the entire program can register up to three attendees free of charge. You too can benefit by attending the meeting, even if you did not participate in the entire program.
Meeting Objective
Forum for:
- Chief Client Relationship Managment Officers
- Heads of Advisor/Consultant Relationship Managment
- Senior Managment Teams responsible for Account Managment
- Heads of Digital Client Experience
Meeting of retirement plan firms to discuss emerging industry trends, major challenges and opportunities, current and upcoming governmental regulations, and other topics of interest to attendees. Informal discussions are organized around topics suggested in the registration process. There are no minutes of this meeting.
Join us for a robust dialogue on the merging retirement plan service landscape at the Client Plan Sponsor and Advisor/Consultant Experience Roundtable. Major retirement plan recordkeepers attend regularly. Insights will be broken up based on your interests (Hot Topics), and by asset-size, providing focused, relevant dialogue on how to thrive and differentiate amid the changes.
Audience
Attendance is by invitation only. The invitation is extended to national leaders of client relationship management, advisor/consultant relationship management, strategic account management and digital client experience of retirement plan service providers operating in the following markets:
- Corporate, government, Taft-Hartley and not-for-profit markets
- Large and jumbo plans
- Micro, small and mid-sized plans
- Across distribution channels (consultant, adviser, brokerage, TPA, bank, direct, agent and others)
Date, Time, and Location
March 8, 2022
6:30 PM – Pre-event Networking Dinner
The Banks Fish House
406 Stuart Street
Boston, MA 02116
617-399-0015
March 9, 2022
Meeting at Loews Boston Hotel, Taylor Room
8:00 AM – Breakfast
8:30 AM – 4:00 PM - Sessions
Venue
Loews Boston Hotel
Taylor Room (General Sessions)
154 Berkeley Street
Boston, MA 02116
617-266-7200
Dress Code
Casual Dress for pre-event networking dinner
Business Casual Dress Code for meetings
Hot Topics
- Post Pandemic Business Changes
- Digital Client Experience, Client Support, Virtual Client Meetings, and in-person Client Meetings
- Profitability, fee compression, cost management, value-add services and revenue streams.
- Impact of consolidation: advisor teams, advisory and broker/dealer firms, TPAs and recordkeeping service providers
- Cybersecurity and fraud mitigation
- Federal and State Legislation (including SECURE 2.0), regulations, litigation and jurisprudence.
- Talent Managment
- Attracting personable influencers with a digital mindset
- Skill sets of Account Managers and Relationship Managers of the future
- How to develop Account Managers and relationship managers
- Staffing, capacity, case load / work load, efficiency and automation
- Compensation levers & bonus programs
Agenda
Wednesday March 9, 2022
| 8:00 a.m. | Continental Breakfast Buffet |
| 8:30 a.m. | Welcome and Introductions |
| 9:00 a.m. | GENERAL SESSION (Taylor Room)* |
| PANEL OF PLAN ADVISORS – What are they looking for from the recordkeeper community? Moderator: Eric Henon, EACH Enterprise, LLC Panelists: James F. Sampson, AIF®, C(k)P®, CPFA, Hilb Group Retirment Services Richard Spriano, AIF®, CPFA, PPC®, Castle Hill Retirment Partners |
|
| 10:15 a.m. | Break |
| 10:45 a.m. | BREAKOUT SESSIONS |
| BREAKOUT SESSION 1: CLIENT RELATIONSHIP Management (Taylor Room) |
|
| Impact of the Great Recession on Client Relationship Manager retention, recruiting, compensation and well-being Moderators: Milissa Dumont, Prudential Retirment Michelle Morey, John Hancock |
|
| BREAKOUT SESSION 2: ACCOUNT Management and DIGITAL CLIENT AND ADVISOR EXPERIENCE (Wilson Room) | |
| Plan Sponsor Views - discuss implications of results of the two plan sponsor poll on live client support and the digital client experience Presenter/Moderator: Eric Henon, EACH Enterprise, LLC |
|
| 12:15 p.m | Luncheon |
| 1:00 p.m. | COLLABORATION SESSIONS |
| Collaboration on a vision on client service and channel partnerships 3 or 4 years from now and action plan to get there Brainstorming sessions for a mixed audience – we will seek a balance of participants representing Account Managment, Digital Client Experience, and Client Relationship Managment at each session | |
| COLLABORATION SESSION 1: Vision and Action Plan for the small plans market - $3 million-$30 million (Pugsley Room) Moderator: Michelle Morey, John Hancock |
|
| COLLABORATION SESSION 2: Vision and Action Plan for the large plans market - $30-million-$300 million (Wilson Room) Moderator: Millissa Dumont, Prudential Retirment |
|
| 2:30 p.m. | Break |
| 2:45 p.m. | BREAKOUT SESSIONS |
| BREAKOUT SESSION 3: CLIENT RELATIONSHIP Management (Wilson Room) Moderators: Sean Cameron, Voya Financial Denise Penn, Cuna Mutual Group |
|
| Strategies to enhance B2B client engagement / commitment | |
| BREAKOUT SESSION 4: ACCOUNT Management and DIGITAL CLIENT AND ADVISOR EXPERIENCE (Pugsley Room) Moderator: Eric Henon, EACH Enterprise, LLC |
|
| Participant changes data capture and reporting | |
| 3:45 p.m. | Wrap Up and Next Steps |
| 4:00 p.m. | Meeting Adjourns |
*Sessions accessible to remote attendees
Event Networking Dinner
The Banks Fish House
406 Stuart Street
Boston, MA 0211
617-399-0015
Hotel
We have a block of hotel rooms at:
Loews Boston Hotel154 Berkeley Street
Boston, MA 02116
617-266-7200
For reservations click here to get the room block rate of $209.00 not including taxes and incidentals. Please make hotel reservations by Monday, February 14, 2022 (cut-off date).
Miber Firms
- ADP Retirement
- AIG Retirement Services
- Ameritas
- Ascensus
- Bank of America
- CUNA Mutual Group
- Empower Retirement
- Fidelity Investments
- John Hancock
- Lincoln Financial Group
- Nationwide
- Principal Financial Group
- Securian Financial Group
- The Standard
- Transamerica
- Vanguard
- Voya Financial
Registration
REGISTER
*Registration requires an invitation code
REQUEST INVITATION CODE
Cost
Member firms waived for first three registrations
Additional registrations: $450.00
Non-member firms: $1,950.00
Cancellations
There are no refunds for this program
