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Strategic Account Management Roundtable

2020 Annual Meeting


April 29/30, 2020
Boston, MA

Hosted by: John Hancock


Register On-line

*Registration requires an invitation code

Request Invitation Code

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The 2020 Annual Meeting of the Strategic Account Management Roundtable promises to be more than a meeting.

Video Portraying the Strategic Account Manager of the Future

At the meeting, we will review a video that illustrates how advances in Artificial Intelligence, Automation, and Robotics will change service models and the demands on Strategic Account Managers going forward.  This video is intended for distribution to Account Managers, and company leaders.  The video developed with input from Roundtable members at its 2019 meeting will communicate the central role of Strategic Account Managers who orchestrate the delivery of service in consultation with plan advisors and Client Relationship Managers.  Retirement Plan Service Providers represented at the meeting can leverage this video to introduce new talent acquisition and development strategy at retirement plan service providers.

Joint Video Conference with the Client Relationship Management Leadership Roundtable

Involving Client Relationship Management Leadership in the production of the video portraying the Strategic Account Manager of the Future can go a long way toward agreeing on a common direction for service models in the age of AI, Robotics, and Automated Assistants.   The Client Relationship Management Roundtable also is embarking on initiatives that require input from heads of Strategic Account Management:Second edition of the Client Relationship Management Leadership Sentiment survey.

  • Second edition of the Client Relationship Management Leadership Sentiment survey
  • Formulation of a charter
  • Suggestion Box on Client Notes Management
  • Market testing of initiative to motivate employers to act on good intentions

This Joint Session in Congress will spur ideas, propose solutions, and advance the production and dissemination of the video created at the behest of the Strategic Account Management Roundtable.  We propose to hold this joint session Tuesday February 11, 2020 at 2 p.m. Eastern / 11:00 a.m. Pacific

Meeting Objective

The Strategic Account Management Roundtable is a forum for Strategic Account Management Officers at retirement plan service provider firms to exchange views and opinions about the general direction of the business and the strategic account management function.

Peer discussions focus on future trends in the industry, strategic management of accounts to meet company objectives (relationships with plan sponsors, their consultants, advisors, client relationship managers, TPAs, and operational units). Key topics attendees bring up in the registration process are discussed in depth to expose the full range of industry practices and service models.

At the 2020 Annual Meeting, we will review a video on the Strategic Account Manager of the Future possibly entitled: "What am I going to do now?" We will also discuss use cases for this content and identify appropriate deployment strategies. 

Topics for discussion at peer roundtable sessions consist of attendee suggestions gathered in the weeks leading up to the meeting.

Suggested Topics

  • Robotics, Cybersecurity, fraud management and service models
  • Regulatory impact on our industry
  • Advisor and consultant business practices
  • Relationship Manager adaptation to change
  • Impact of payroll integration on the Strategic Account Manager position
  • Challenges to current service models
  • Other topics suggested by attendees in the registration process

Who Attends

Attendance is by invitation. The invitation is extended to members of the senior management teams responsible for Strategic Account Management at major retirement plan service providers in the following markets:

  • Large and jumbo plans, small and mid-sized plans
  • Corporate, tax-exempt, higher-education, healthcare government, MEP, and Taft-Hartley market
  • Defined contribution plans, defined benefit plans, TRO and TBO/BPO - with or without payroll services
  • Across distribution channels (direct, brokerage, consultant, TPA, bank, PEO, agent and others)


  • Initial video on the Account Manager of the Future
  • Action plan to roll out the video to members of account management teams

Date and Time

April 29, 2020
6:30p.m. Pre-event Dinner at Post 390 

April 30, 2020
8:30 a.m. to 3:30 p.m. – Sessions

Breakfast starting at 8:00 a.m.


John Hancock
200 Berkeley St
Boston, MA 02116

Dress Code

Business Casual


Wednesday, April 29, 2020
6:30 p.m. Pre-event Dinner at Post390

Thursday, April 30, 2020
8:00 a.m      Continental breakfast buffet
8:30 a.m.     Introductions, Goals and Objectives 
9:00 a.m.     Video Edit Session – Review and feedback for the video "What am I going to do now?" Session will also include ideas for best use and roll out of the video
10:15 a.m.   Break
10:30 a.m.   Emerging themes and hot topics (external factors: regulation, distribution, etc.)– Roundtable Discussions
11:15 a.m.   Shifts in the role – Evolution from a "postion" to a "process" and the impact on staffing, career path, and client relationships – Roundtable Discussions
12:00 p.m.   Buffet Luncheon
12:30 p.m.   Emerging themes and hot topics (function, organization, etc.)– Roundtable Discussions
2:00 p.m.     Emerging themes and hot topics - Talent management (recruiting, staffing, development, compensation, etc.)– Roundtable Discussions
3:00 p.m.     Take-aways and next steps
3:30 p.m.     Meeting adjourns

Pre-event Networking Dinner

Wednesday, April 29, 2020 at 6:30 p.m.

The Wine Room
406 Stuart Street
Boston, MA  02116


Hotels near the meeting site include:

Loews Boston, 154 Berkeley Street, Boston, MA 02116 (276 feet*)

Boston Park Plaza, 50 Park Plaza, Boston, MA  02116 (.2 mile)

Fairmont Copley Plaza, 138 St. James Avenue, Boston, MA  02116 (.2 mile)

Marriott Copley Place, 110 Huntington Avenue, Boston, MA  02116 (.4 mile)

Westin Copley Place, 10 Huntington Avenue, Boston, MA  02116 (.5 mile)


Register On-line

*Registration requires an invitation code

Request Invitation Code


Registration deadline:               National Leader

On or before January 31, 2020   $1350  

After January 31, 2020              $1750

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before February 29, 2020.  For cancellations between March 1, 2020 and March 31, 2020, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after March 31, 2020. 


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Phone: (860) 254-5046
Fax: (860) 838-2830

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East Windsor CT 06088

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