Client Relationship Management – Account Management
Participant Strategy - Digital User Experience - Pooled Arrangements

“In a sense, artificial intelligence will be the ultimate tool because it will help us build all possible tools.” 

K. Eric Drexler, Ph.D

Visionary, Scientist, and Nobel Prize winner

Author of Engines of Creation: The Coming Era of Nanotechnology

The Roundtable is a virtual and actual forum for members to have conversations, 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 Retirement Plan Sponsor, Adopter, Advisor/Consultant and Participant.  In 2026, we will hold extensive discussions of AI applications in client service and relationship development.

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, topic to be decided)
  
  
• Client Relationship Management Leadership Sentiment Survey and Report,
  
  
• Participant communication and digital user experience 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 Digital User Experience leads,
    
    
  • 3 Pooled Arrangements Service leads
    
    
• Spring in-person meeting May 19 and 20, 2026.  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 October 6/7, 2026,  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 event dinner,
  
  
• Other activities as budget allows and membership needs evolve.

The following links can be accessed by current members:

• Client Service Roundtable Overall
• Digital Client Experience Track
• Client Relationship Management Track
• Account Management
• Participant Strategy

Client Relationship Management – Account Management - Participant Strategy – Pooled Arrangement (MEP/PEP) Service

EACH Roundtable - Client Service - Spring 2026 Semi-Annual Meeting

EACH Roundtable - Client Services Roundtable – May 19/20, 2026 – TBA

EACH Roundtable - Client Service - Fall 2026 Semi-Annual Meeting

EACH Roundtable - Client Services Roundtable – October 6/7, 2026 - TBA

Digital Plan Sponsor and Advisor Experience

• Tuesdays at 11:00 a.m. Eastern - March 3, May 12, and September 8, 2026

Client Relationship Leads

• Tuesdays at 11:00 a.m. Eastern - March 31, June 2, and November 3, 2026

Account Management (day-to-day) Leads

• Tuesdays at 11:00 a.m. Eastern - February 10, March 10, and June 23, 2026

Participant Experience / Strategy

• Tuesdays at 11:00 a.m. Eastern - February 24, April 14, and November 17, 2026

Pooled Arrangement Service

• Wednesdays at 2:00 p.m. Eastern - April 22, June 10, and October 21, 2026

Membership dues cover all benefits and deliverables of the baseline membership.

• ACH, wire or check: $9,900
• Credit card: $10,200

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

*** 10% fee for payments over 30 days late and 15% fee on payments over 90 days late ****

*** A 3% surcharge will be applied to all credit card payments to cover processing fees. ***

*** Registration for either May 19/20 or October 6/7, 2026 Semi-Annual Meetings beyond the initial three included in your membership:  $850.00