Transamerica, 250 Royall Street, Canton, MA 02021 | |
Wednesday, 01 November 2023 12:00Thursday, 02 November 2023 01:00 |
November 2023 Semi-Annual Meeting of the Retirement Plan Services Roundtable
No time to lose
Sprawling of applications of Artificial Intelligence (AI) in the digital world is accelerating the pace of innovation. Some retirement plan sponsors and participants are on the leading edge, others behind the 8 ball. How do Client Relationship Management, Account Management, and Participant Experience Leaders guide their teams when it is and there is “no time to lose.”
November 1 & 2, 2023
Meeting Location
Transamerica
250 Royall Street
Canton, MA 02021
Hotel reservations
Hilton Garden Inn Boston-Canton
110 Royall Street
Canton, MA 02021
We have a small block of rooms at the Hilton Garden Inn Boston-Canton at a rate of $165.00 not including taxes/incidentals.
Book here by October 13, 2023.
Agenda
Wednesday, November 1 (Roundtrip transportation provided between hotel and meeting site leaving 15 minutes before scheduled luncheon and dinner start times)
12:00 p.m. | LUNCHEON |
12:30 p.m. | WELCOME AND INTRODUCTIONS |
1:00 p.m. | BURNING ISSUES AND HOT TOPICS: PEER-TO-PEER ROUNDTABLE |
General Session Moderated discussion among peers on hot topics and burning issues suggested in the registration process. Format: Roundtable discussion Moderators: Eric Henon and Mary Kay Leydon Location: First Floor Training Room |
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2:15 p.m. | BREAK |
2:45 p.m. | BREAKOUT SESSIONS |
BREAKOUT 1 - HOW ARE YOU FEELING TODAY? | |
Client Relationship Management Track Presentation and discussion of the results of the Client Relationship Management Leadership survey.
Presenter / Moderator: Eric Henon, EACH Enterprise Peer Roundtable Discussion Location: Boston Commons Room |
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BREAKOUT 2 - “THE ONLY DIFFERENCE BETWEEN A MOB AND A TRAINED ARMY IS ORGANIZATION” | |
Account Management Track Segmentation and organization: this session will discuss of successful relationship structures across markets, distinction between “Account Manager” and “Client Service Manager”, classification of clients based on at-risk status – red, yellow, or green and impact on assignment and service mode, team preparation before important client calls, and using CRM and Workflow automation to enhance internal communication and client knowledge. The discussion will lead to the formulation of a company practices poll regarding team organizational structures. Moderator: Dave Bodick,- Ascensus Location: Faneuil Hall Room |
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BREAKOUT 3 - ANALOG CREATURES LIVING IN A DIGITAL AGE? | |
Participant Strategy Track Presentation and discussion of the results of the two plan sponsor surveys on participant adoption of the digital experience, comparing perceptions of decision makers and employee benefits specialists.
Moderator: Mary Kay Leydon, EACH Enterprise Location: Fenway Room |
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4:00 p.m. | REPORTS FROM THE BREAKOUT SESSIONS |
General Session
Moderator: Eric Henon and Mary Kay Leydon Location: First Floor Training Room |
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5:00 p.m. | ADJOURN |
6:30 P.M. | Dinner at Trillium, Lower Mezzanine, 100 Royall Street |
Thursday, November 2nd (Roundtrip transportation provided between hotel and meeting site leaving 15 minutes before start time of breakfast)
8:00 a.m. | CONTINENTAL BREAKFAST BUFFET |
8:30 a.m. | WELCOME AND INTRODUCTIONS |
9:00 a.m. | WINNING TEAMS SHARE THEIR SECRET SAUCE |
Five winning teams – Client Relationship Manager / Account Manager couples recognized for their success tell us how they make it look seamless to the outside world. Co-Moderators: Molly Weber, OneAmerica and Wanda Johnson, Transamerica Panelists: Location: Boston Commons Room |
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10:15 a.m. | BREAK |
10:30 a.m. | BREAKOUT SESSIONS |
BREAKOUT 4 – A SIGN OF THINGS TO COME? | |
Client Relationship Management Track At this session, we will finalize the questionnaire of the Client Relationship Manager (frontline) Sentiment poll series regarding the future of the sector and decide ins and outs of implementation. Moderator: Eric Henon, EACH Enterprise Peer Roundtable Discussion: Location: Boston Commons Room |
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BREAKOUT 5 - PLAN SPONSOR “TRAINING” AND EASING PLAN ADMINISTRATOR TRANSITIONS | |
Account Management Track As intuitive as we would like self-service plan sponsor platforms to be, the complexity of retirement plan legislation and regulation requires continuing education of plan administrators on the platform. We will discuss strategies to set expectations in the transition process (initial installation AND at turnover), how to balance intuitiveness, comprehensiveness, insights and custom reporting in the digital experience. Can plan sponsor dashboards and AI help make platforms more intuitive? What sessions are available on the plan sponsor CE catalogue? (Cybersecurity, testing, 5500, contribution submissions, loans and distributions, changing payroll service providers, tour of the website), what are the right cadence, triggers, and packaging of plan sponsor education to drive utilization? Moderator: Darien DaCosta CRPS® AIF® | Ameritas: Location: Faneuil Hall Room |
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BREAKOUT 6 - BEHAVIORAL FINANCE AND PERSONALIZATION | |
Participant Strategy Track Behavioral finance principles have had a major impact on plan design and outcomes over the last 10 years. Technology and the availability of data has facilitated personalization, targeting, and segmentation of messages, bringing about the era of just-in-time communications that appear to further drive behaviors. How do providers want to mold the experience for sponsors and their participants? Where does the role and responsibility for sponsor engagement in the participant experience reside? What are best practices for virtual education? How do we compete for share of mind with addictive and entertaining social media experiences? What does SECURE 2.0 really mean from a participant lens and how does it vary by segment? (retired, active with FICA earnings under $145k, active with FICA earnings over $145k) Moderator: Mary Kay Leydon, EACH Enterprise Location: Fenway Room |
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12:00 p.m. | CLOSING SESSION |
Working Luncheon Location: Boston Commons Room |
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1:00 P.M. | ADJOURN |
Cost
Retirement Plan Services Roundtable member firms waived for first three registrations
Additional member company registrations: $450.00
Non-Member registration: $1,900
Cancellations
There are no refunds for this program