EACH Roundtable - Client Service 2027 Program
Links to the Online Community Portals
The following links can be accessed by current members:
Membership Deliverables
- Input into, and opportunity to nominate client service teams for The Excelsior Awards
- 2 in-person semi-annual meetings and networking dinner— 3 registrations included
- Steering Committee participation opportunity
- Recognize trendsetters on your team with participation or leadership positions in six industry committees
- Advisor service model segmentation survey and report
- CRM Leadership Sentiment Survey & Report
- Distribution of research to key decision makers
- Access to the EACH Enterprise online community app
Who Will Benefit
Major Retirement Plan Recordkeeping Service Providers
- Heads of Account Management teams (in-house, outsource, on-shore, near-shore and off-shore)
- Heads of Client Relationship Management teams
About
The EACH Roundtable – Client Service is a virtual and in-person forum for retirement industry professionals to collaborate on strategies that nurture and sustain the relationships driving the American retirement system — between Plan Decision Maker, Plan Administrator, and Advisor/Consultant.
IN-PERSON MEETINGS
Client Relationship Management Spring Meeting - May 18 - 19, 2027
Venue TBA
Tracks: Client Relationship Management (plans $300 million and over) Client Relationship Management (plans under $300 million) · Account Management (pooled teams and assigned teams)
Client Relationship Management Fall Meeting - October 6 - 7, 2027
Venue
The Midland Hotel, Chicago, A Tribute Portfolio Hotel
172 West Adams Street
Chicago, Illinois 60603
Tracks: Client Relationship Management (plans $300 million and over) Client Relationship Management (plans under $300 million) · Account Management (pooled teams and assigned teams)
Cost
Membership dues cover all benefits and deliverables of the baseline membership.
- ACH, wire or check: $10,900
- Credit card: $11,300
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
3% surcharge on credit card payments. Additional in-person registrations: $1,450 each. 10% fee >30 days late; 15% fee >90 days late. No refunds.
Committees
Recognize trendsetters on your team with participation or leadership positions in six industry committees. You decide who participates in each committee (it could be you, personally), and how many participate in each committee – 3 or 4 productive meetings in short succession to accomplish specific objectives. Committees report at in-person meetings.
Excelsior Awards - $30 million plus & Pooled Arrangement teams
Guide the nomination process, and winner selection criteria, interact with the jury and staff
March, April, May
Research (joint with conversion, implementation, data mapping, and payroll integration roundtable)
Provide direction for the Advisor Service Model segmentation study that will identify segments with like preference, their relative size (number of advisor, business), and profile
October-November and February-March
CRM Leadership Sentiment Survey
Lead the annual CRM Leadership Sentiment to provide direction for strategic decision making for the business
June, July, August
Meeting Planning
Steering the agenda, sessions, speakers and moderators at each in-person Roundtable meeting
December-January and June-July
Data Integrity Industry Initiative (joint with conversion, implementation, data mapping, and payroll integration roundtable)
Identify initiatives the industry should undertake to enhance the quality of recordkeeping and payroll data to support enhanced services and security, and provide direction for implementation
January-March
Social Media advertising to promote best practices
Direct, and provide input on social media activities to promote best practices among advisors, plan sponsors, payroll providers, and other stakeholders
September-October
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.
