EACH Roundtable – Client Service
Client Relationship Management – Account Management
Participant Strategy - Digital User Experience - Pooled Arrangements
“The strength of the team is each individual member
The strength of each member is the team.”
Phil Jackson
Basketball player and coach
Membership
Annual membership and engagement in the EACH Roundtable – Client Service gives you and other participating companies meaningful experience influencing relationships between sponsors, participants, advisors, and service providers through:
Input in the direction and content of Roundtable activities,
Opportunity to participate in the Steering Committee,
Access to the EACH Enterprise online retirement plan community app (includes access to roster of contacts, among other benefits) (sign up now at https://community.eachenterprise.com/)
Input into and participation in Excelsior Awards
1 plan sponsor poll (200 completes):
HCM / Payroll platform interface, and data enrichment
Client Relationship Manager Sentiment Survey and Report,
Participant Communication and Digital User Experience Consultants company practices poll,
Distribution of polls, surveys, and advocacy reports to decision makers on website and social media,
16 one-hour online meetings:
4 Client and Advisor Relationship Management leads,
Under $300 million (2)
$300 million and up (2)
3 Account Management leads,
3 Participant Experience / Strategy leads,
3 Plan Sponsor and Advisor / Consultant Digital Experience leads,
3 Pooled Arrangements Service leads
Spring in-person meeting May 13 and 14, 2025. 2 size bands (Under $300 million and $300 million and over)3 registrations, , 4 tracks (Client Relationship management, Account Management, and Participant Experience / Strategy, Pooled Arrangements),
Fall in-person meeting September 23-24, 2025 2 size bands (Under $300 million and $300 million and over)3 registrations, , 4 tracks (Client Relationship management, Account Management, and Participant Experience / Strategy, Pooled Arrangements),
Networking pre-events and event dinners,
Other activities as budget allows and membership needs evolve.
About
The Roundtable is a virtual and actual forum for members to have conversation, exchange views and collaborate on strategies designed TO NURTURE, enrich and sustain the relationships that are in fact, the American retirement system. This complex and self-supporting ecosytem reflects the health and wellness of the relationships between Plan Sponsor, Advisor and retirement Plan Participant.
IN-PERSON MEETINGS
- September 25 and 26, 2024, hosted by TruStage in Madison, WI
Client Relationship Management – Account Management - Participant Strategy – Pooled Arrangement (MEP/PEP) Service
- May 20 and 21, 2025, host and location TBA
- September 23 and 24, 2025, host and location TBA
VIRTUAL MEETINGS
Digital Plan Sponsor and Advisor Experience
- Tuesdays at 11:00 a.m. Eastern - March 4, May 6, and September 9, 2025
- Tuesdays at 11:00 a.m. Eastern - February 4, June 3, and November 4, 2025
- Tuesdays at 11:00 a.m. Eastern - February 11, March 11, and June 17, 2025
- Tuesdays at 11:00 a.m. Eastern - February 25, April 15, and November 18, 2025
- Wednesdays at 2:00 p.m. Eastern - April 23, June 11, and October 22, 2025
Cost
Membership dues cover all benefits and deliverables of the baseline membership.
- Program: $8,900
To Join
OR Contact:
Mr. Eric Henon
President
EACH Enterprise LLC
16 A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
ehenon@eachenterprise.com
Cancellation policy: There are no refunds for this program
Join the online community of EACH Enterprise, the Retirement Advisor Council, and the Coalition for Payroll Excellence. Members have access to the portal, announcements from EACH Enterprise, community members and Q&A with members with access to the directory of members across all three organizations. There is no cost to join.
