(860) 254-5046

This email address is being protected from spambots. You need JavaScript enabled to view it.

Conversion, Implementation, and Payroll Integration Roundtable 2026 Annual Meeting

This event will be started in

	FIS Global, 347 Riverside Avenue Jacksonville, Florida 32202
	Monday, 04 May 2026 17:40Wednesday, 06 May 2026 12:15

REGISTER HERE

THEME

TBA

VENUE - AGENDA - EVENT DINNER - DRESS CODE - HOTEL - COST

VENUE

AGENDA

Monday May 4, 2026

5:40 p.m.	Meet at Marriott Jacksonville Downtown to head over to River & Post
6:00 p.m.	Dinner at River & Post, St. Johns Room

Tuesday May 5, 2026

8:00 a.m.	Continental breakfast buffet at FIS Global
8:30 a.m.	OPENING AND WELCOME
	Charles Williams, Corebridge Financial Conference Chair Neal Pepin, FIS Global Host
8:45 a.m.	THE PAYROLL PULSE: WHAT ADMINISTRATORS REALLY THINK ABOUT THEIR PLATFORM
	ALTERNATIVE TITLES FOR CONSIDERATION: PAYROLL TRUTH SERUM: WHAT ADMINS REALLY THINK ABOUT THEIR PLATFORM PAYROLL REALITY CHECK: WHAT ADMINISTRATORS REALLY THINK ABOUT THEIR PLATFORM PAYROLL PULSE CHECK: WHAT ADMINS REALLY THINK ABOUT THEIR PLATFORM
	Description: Results of a landmark study of 200 payroll administrators. The survey examines five critical dimensions of modern payroll administration: Payroll platform features and usability — dashboard tools, self-service portals, mobile access, and AI integration Payroll/retirement plan data integration — contribution file submission workflows, data fields exchanged, and return file content Reconciliation and error correction — who owns it, how often errors occur, and how they are resolved Roth catch-up compliance — how organizations are operationalizing the SECURE 2.0 $145,000/$150,000 FICA wage threshold mandate HCM platform capabilities — breadth of functions, employee communication segmentation, and retirement plan engagement
	Presenters: Eric Henon, EACH Enterprise Co-presenter TBA
	Panelists: Advisors: Chet Teichman, CFP®, ChFC®, AIF® - OMEGA Wealth Management Sam Law - Sam Law Financial
	Location: Lab North/South
9:45 a.m.	Break
10:00 a.m.	BREAKOUT SESSIONS
BREAKOUT 1	BREAKOUT 1 - Catch-Up, but Make It Roth: SECURE 2.0 Section 603 in Plain English
	Track: Client-facing Conversion Teams
	In this Section 603 working discussion, we will review our 2025 approach and align on next steps, including: The solution we promoted, including adding a “Reached \$145K FICA wages” Y/N indicator to the periodic payroll feed How we drove adoption with plan sponsors and HCM/payroll providers in support of the preferred approach 2025 outcomes (including whether most firms relied on one-time annual files from recordkeepers) Whether we should update the preferred approach for 2026 ($150K threshold) and revise the EDI standards accordingly
	Moderator: TBA, Company TBA
	Location: Huddle
BREAKOUT 2	PLUG, PLAY, PAYDAY: MODERN PAYROLL-TO-RETIREMENT INTEGRATIONS VIA API
	Track: Data Management Teams
	As payroll and retirement ecosystems modernize, APIs are replacing flat files to enable faster, more accurate, and more secure data exchange between payroll platforms and recordkeepers. This session explores the core integration patterns (real-time vs. scheduled), common endpoints and data elements, and how teams handle acknowledgements, errors, and reconciliation in an API-driven workflow. We’ll also cover governance topics like authentication, consent, auditability, and change management across multiple vendors. Attendees will leave with a practical checklist for scoping an integration, aligning stakeholders, and setting realistic testing and rollout timelines.
	Moderator: TBA, Company TBA
	Location: Focus
11:00 a.m.	Transition
11:05 a.m.	FROM “YES” TO GO-LIVE: POOLED PLAN IMPLEMENTATION AND ADOPTER ONBOARDING
	Pooled plans continue to reshape the retirement landscape, but successful outcomes depend on getting implementation and adopter onboarding right from day one. This session covers the end-to-end onboarding journey—from adopter eligibility, data collection, and plan setup through payroll integration, deferral elections, and initial funding. We’ll highlight common friction points (missing census data, timing misalignment, notices and disclosures, and operational handoffs) and practical ways to streamline coordination among the pooled plan provider, payroll, recordkeeper, and adopting employer. Attendees will leave with a actionable information and key milestones to drive a smoother, faster go-live.
	Moderator/Presenter/Speaker: Deb Rubin
	Location: Lab North/South
12:05 p.m.	Lunch
1:00 p.m.	GOOD / BETTER / BEST (AND THE MESSY MIDDLE): PEER DISCUSSION BY MARKET SEGMENT
	This moderated peer discussion session will address: How to deal with volume and capacity in the micro/start-up plan segment Needs of Higher Education institutions through the transition Specificities of participant education and communication in the Healthcare sector Challenges and solutions in Large/Jumbo Corporate Market plan transitions Church, Tribal, and Government plans The complex flavors of NQDC plans
	Moderator: Charles Williams, Corebridge Financial
	Location: Lab North/South
2:15 p.m.	Transition
2:20 p.m.	BREAKOUT SESSIONS
BREAKOUT 3	GREEN‑LIGHT OR HARD PASS: PRE‑QUALIFICATION / CASE ACCEPTANCE
	Track: Client-facing Conversion Teams
	Before a conversion or onboarding effort begins, teams need a consistent way to pre-qualify opportunities and decide whether the account is good to go. This session outlines the key intake criteria—plan complexity, data readiness, payroll/provider constraints, timeline feasibility, and client responsibilities—and how to surface risks early. We’ll discuss common “go/no-go” decision points, required artifacts and approvals, and how to handle exceptions without creating downstream rework. Attendees will leave with a practical framework for faster, more predictable case acceptance and cleaner handoffs into implementation.
	Moderator: TBA, Company TBA
	Location: Huddle
BREAKOUT 4	IT’S NOT YOU, IT’S YOUR FILE FORMAT: REVIEWING THE STANDARD DECONVERSION SPEC
	Track: Data Management /Payroll Teams
	The deconversion file is often the last—and most fragile—handoff in a provider transition, and inconsistent field definitions can create avoidable breaks downstream. In this working session, data management and payroll teams will review the current standard deconversion file format and identify the specific fields where interpretation and population vary most across platforms. We’ll discuss recommended definitions, formatting rules, and validation checks to improve consistency (e.g., contribution sources, pay period indicators, eligibility/entry dates, and Roth-related elements). The goal is to align on a tighter, industry-level standard that reduces exceptions, accelerates conversions, and improves reconciliation outcomes.
	Moderator: TBA, Company TBA
	Location: Focus
3:25 p.m.	Break
3:45 p.m.	BREAKOUT SESSIONS
BREAKOUT 5	GETTING EVERYONE ON THE SAME PAGE FROM “WHERE DO I CLICK?” TO “WE’VE GOT THIS”: PLAN AND PAYROLL ADMINISTRATOR ONBOARDING & TRAINING EXPERIENCE BEST PRACTICES
	Track: Client-facing Conversion Teams
	Description: A unified client experience starts with a consistent, repeatable onboarding and training journey for plan sponsors—especially when administrators are new to the platform or transitioning from another provider. In this session, we’ll outline how Client Relationship Management and Account Management teams partner with conversion/onboarding teams to set expectations, confirm key dates and responsibilities, and establish a cadence for recurring tasks. We’ll also review the core tools and resources available in the plan administrator app, including where to find guides, status updates, and support pathways when issues arise. Attendees will leave with a practical onboarding playbook and training touchpoints that improve adoption, reduce early-life errors, and build long-term sponsor confidence.
	Moderator: TBA, Company TBA
	Location: Huddle
BREAKOUT 6	RECALCULATING…. TURN-BY-TURN TO THE RIGHT FIELD: DATA MAPPING SOFTWARE + AI
	Track: Data/ payroll
	Data mapping sits at the center of every provider transition—yet mismatched field definitions, inconsistent formats, and manual transformations still drive unnecessary delays and reconciliation risk. This session explores how teams are using mapping software and emerging AI-assisted tools to accelerate field mapping, detect anomalies, and standardize outputs across payroll and recordkeeper ecosystems. We’ll discuss practical use cases like automated crosswalk creation, validation rules, exception triage, and documentation that supports auditability and repeatable conversions. Attendees will leave with evaluation criteria and implementation considerations to help separate hype from value and choose the right tooling approach for their volume and complexity.
	Moderator: TBA, Company TBA
	Location: Focus
5:00 p.m.	Adjourn for the day.
5:40 p.m.	Meet in hotel lobby at Marriott Jacksonville Downtown to walk over to Cowford Chophouse
6:00 p.m.	Dinner at Cowford Chophouse, the East Room

Wednesday May 6, 2026

8:00 a.m.	Continental breakfast buffet
8:30 a.m.	LESSONS LEARNED AND DAY 2 OPENING
	Charles Williams, Corebridge Financial Conference Chair
8:45 a.m.	THE POOLED PLAN “GOLDILOCKS” PROBLEM: HOW MUCH FLEXIBILITY CAN POOLED PLANS REALLY SUPPORT?
	Balancing Customization and Standardization in PEPs, MEPs, GoPs, and PEO Plans
	Pooled retirement arrangements – including PEPs, MEPs, GoPs, and PEO-sponsored plans – promise scale, efficiency, and simplified administration. But their success depends on striking the right balance between customization and operational uniformity. Employers often want flexibility in areas such as eligibility rules, contribution formulas, vesting schedules, automatic features, and loan or distribution provisions. Providers, however, depend on standardized plan design to support payroll integration, data consistency, and administration across multiple adopting employers. This session explores the key design decisions that shape that balance and examines how those choices affect onboarding, payroll and data integration, participant communications, and ongoing plan administration. Together we will also explore some of the often-overlooked operational realities of pooled plans—including how payroll data structures can quietly drive compliance outcomes, why eligibility tracking across multiple employers may be one of the biggest hidden risks in pooled arrangements, and how providers increasingly rely on standardized plan design to preserve the scale advantages that make pooled plans viable. The discussion will also touch on the evolving role of payroll platforms and service providers as de facto gatekeepers of pooled plan adoption – often shaping plan design and operational choices as much as the pooled plan provider. Attendees will leave with a practical framework for determining where flexibility adds value, where uniformity improves efficiency, and how pooled plans can remain both scalable and attractive to employers.Imp
	Presenter and moderator: Jodi Green, Jodi L. Green, Esq. \| Employee Benefits & ERISA Partner \| Tatum Hillman & Powell, LLP
	Location: Lab North/South
9:45 a.m.	Refreshment Break
10:00 a.m.	KEEP CALM AND SHOW ME THE WORKS: AUDITING A SERVICE PROVIDER TRANSITION
	Service provider transitions create audit exposure across eligibility, contributions, investments, participant notices, and data integrity—often long after the conversion team has moved on. This session walks through what plan auditors and regulators typically request in a transition, including conversion documentation, data mapping decisions, reconciliation support, and evidence of key controls and approvals. We’ll discuss practical ways to build an “audit-ready” file during the project (roles and responsibilities, sign-offs, exception tracking, and retention), plus common pitfalls that lead to findings. Attendees will leave with a transition audit checklist and documentation standards that help reduce risk and speed responses when an audit letter arrives
	Presenter and moderator: TBA
	Location: Lab North/South
11:05 a.m.	NOW WHAT? LET’S MAKE IT REAL
	At this session, we will review and formulate the plan of action of the Roundtable for the remainder of 2026, and specifically Excalibur Awards – review the conversion team nomination form, process, and calendar Word of the month Wiz Quiz – test and edit the current quiz, plan the full launch
	Moderator: Eric Henon, EACH Enterprise
	Location: Lab North/South
12:00 p.m.	IN CLOSING
	Charles William – Corebridge Conference Chair
	Location: Lab North/South
12:15 p.m.	Adjourn and Lunch boxes