EACH Roundtable - Implementation
Merger and Acquisition – New Plan Implementation - Service Provider Transitions - Data Consultant Teams
- Client Facing Consultants - Payroll Integration - Digital Experience Orientation
“The first step towards getting somewhere is to decide you’re not going to stay where you are.”
- John Pierpont Morgan
About
Forum for Conversion / Implementation Team Leaders at retirement plan service provider firms to exchange ideas and practices with the goal of enhancing the effectiveness of business processes and team management. In 2025, we will meet in person May 6-7, 2025 at the Westin Southlake in Southlake, TX.
IN-PERSON MEETING
Client Facing Consultants - Data Management - Payroll Integration
May 26 - 27, 2025
VIRTUAL MEETINGS
Proposed dates
Client-facing Conversion Consultant Management - working group
- Tuesdays at 1:00 p.m. Eastern – March 4, June 1 and August 26, 2025
Data Management and Payroll Integration working group
- Tuesdays at 1:00 p.m. Eastern - February 25, March 11, and April 8, 2025
NEW IN 2025
PERSPECTIVES
Membership
Annual membership and engagement in the Conversion / Implementation Team Leader Roundtable gives each participating company meaningful experience influencing advisor, plan sponsor, participant, and service provider practices in the service provider transition process through:
- Your input into the direction and content of Roundtable activities,
- Two registrations at the in-person meeting May 6 -7, 2025 in Southlake Texas
- Peer discussion on hot topics and burning issues,
- Sessions for both Large/Jumbo plans and small plans – covering both M&A transitions and total plan transitions,
- Three tracks (data management, payroll integrations, client-facing, and plan sponsor training),
- Plan advisor and consultant panel
- Third PERSPECTIVES on Quality in Service Provider transitions
- Web content for a plan sponsor and advisor audience,
- Continuation of the quiz on the PERSPECTIVES webpages to promote quality in service provider transitions,
- Expansion of the glossary of terms
- Input into the 2025 EACH Enterprise survey of 200 plan sponsors (payroll decision makers) on data enrichment and payroll platforms
- Promotion of PERSPECTIVES in social media (LinkedIn, X, Instagram, and Threads),
- Promotion of PERSPECTIVES in news releases to the trade press.
- 3 company polls on plan sponsor and advisor best practices to inform PERSPECTIVES,
- 12 one-hour online meetings
- 3 for the client facing consultant working group,
- 3 for the data management and payroll integration working group
- 3 for the meeting planning committees
- 3 for the PERSPECTIVES working group
- Access to the EACH Enterprise online retirement plan community app (includes access to roster of contacts, among other benefits) (at https://community.eachenterprise.com/)
- Other activities as budget allows and membership needs evolve.
Cost
Membership dues cover all benefits and deliverables of the baseline membership.
- Program: $6,200
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.
