2026-2027 EACH Roundtable Conversion, Implementation, Data Mapping and Payroll Integration
“The people who are crazy enough to think they can change the world are the ones who do.” — Steve Jobs
New Plan Implementation - Service Provider Transitions - Plan Administrator Onboarding - Merger and Acquisition –Data Mapping - Client Facing Consultants - Payroll Integration - Digital Experience Orientation
ABOUT
Forum for Payroll Integration, Data Mapping, and 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 2026, we will meet in person May 4 - 5, 2027 in Jacksonville, FL.
PERSPECTIVES
We advance our initiative to define, and document the practices that yield predictable, repeatable, successful , retirement plan service provider transitions. Our focus for this edition is on enhancing data quality, with a focus on payroll integration (contributions, indicative, and administrative data).
CONTINUING IN 2027
“The first step towards getting somewhere is to decide you’re not going to stay where you are.”
- John Pierpont Morgan
IN-PERSON MEETING
Three tracks for team leads: Conversion / Implementation - Data Mapping - Payroll Integration
2027 Annual Meeting
May 4/5, 2027
Hosted by FIS-Global
347 Riverside Avenue
Jacksonville, Florida 32202
COMMITTEES
Committees advance Roundtable initiatives through a short and finite series of purposeful virtual meetings to advance an action plan
Proposed Committees (3 or 4 remote meetings in short succession to advance each initiative.)
- Standard Deconversion File Specifications
- Standard Payroll Feed Template
- Word of the Day
- Whiz Quiz
- Excalibur Awards
- Meeting Planning
- Payroll Integration track
- Data mapping track
- Conversion and implementation
- Member Engagement
- Research
- Perspectives
- Data Integrity Industry Initiative
Membership
Annual membership and engagement in the EACH Roundtable Conversion, Implementation, Data Mapping, and Payroll Integration Roundtable gives each participating company meaningful experience influencing advisor, plan sponsor, participant, payroll provider, and retirement plan service provider practices through:
- Your input into the direction and content of Roundtable activities,
- Two registrations at the in-person meeting May 4 - 5, 2027
- Peer discussion on hot topics and burning issues,
- Three tracks (data mapping, payroll integrations, client-facing, and plan sponsor onboarding),
- Sessions for both single employer plans and pooled arrangements – covering both M&A transitions and total plan transitions,
- Pre-implementation, implementation, data mapping, initial and ongoing payroll integration, handoff to the service team, ongoing payroll and plan administrator onboarding
- PERSPECTIVES on Quality in Service Provider transitions is the portal through which we promote best practices to plan sponsors and their advisors
- Edits of the web content for a plan sponsor and advisor audience, to reflect the growth of the pooled plan segment,
- Expansion of the glossary through the Word of the Month initiative,
- Implementation of the playful Whiz Quiz to promote quality in service provider transitions,
- Launch of a new industry initiative to enhance data quality,
- Input into the 2026-2027 EACH Enterprise survey of 200 plan sponsors and advisors to identify segments with like-service models,
- Promotion of PERSPECTIVES, the glossary, and -the Whiz Quiz in social media (LinkedIn, X, and Threads).
- Access to the EACH Enterprise online retirement plan community app (includes access to member roster, instant messaging, meeting notes, supporting documentation and research reports 8s) (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.
- ACH, wire or check: $7,800
- Credit card: $8,000
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. ***
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.
