EACH Roundtable - Operations 2025 Program
"Great things in business are never done by one person. They’re done by a team of people. "
- Steve Jobs
About
We are pleased to announce the newest addition to the suite of EACH Enterprise Roundtable Programs. This Roundtable provides a forum for Operations professionals in the retirement plans business to exchange ideas and practices to enhance the effectiveness of business processes and team management. Topics may include process improvement, areas that need enhancing, robust discussion on complex problems facing all, dispel myths and misunderstandings in the sales process.
- ERISA compliance services
- Implementation of legislative and regulatory requirements
- Product enhancements
- Trust and Custody
- Transaction processing
- Error correction
- Fraud prevention
- Artificial Intelligence (AI)
- Special projects
The Roundtable will be planned by a steering committee meeting biweekly in May and June 2025
"If everyone is moving forward together, then success takes care of itself."
- Henry Ford
MEETINGS
Summit
September 16-17, 2025
Full day sessions on September 16.
Chicago, IL
Strategic discussions for remote audiences
- Trust and Custody – August 12
- ERISA Compliance – July 22
- Transaction processing – October 21
- Error corrections and special projects: November 4
- Contact Center operations (Date TBA)
DELIVERABLES
- 3 Summit registrations
- 2 representatives at each strategic discussion session
- Perspectives publication (printable and webpage)
- Intentional Social Media targeted to plan sponsors
POTENTIAL SUMMIT MEETING TOPICS
- ERISA compliance services,
- Transaction processing,
- Error corrections,
- Fraud prevention,
- Money in / money out,
- Tax reporting and processing,
- SECURE 2.0 Act implementation,
- Plan sponsor platform training,
- Intermediary and TPA staff training,
- Efficiency gains,
- Role of AI in operations,
- Team organization,
- Staff management/training and retention,
- Dynamics between Operations and other teams:
- Operations and IT,
- Operations and account management,
- Process improvement,
- Managing tight budgets,
- Client customization and special projects,
- Advanced plan designs.
Membership
Annual membership and engagement in the EACH Roundtable – Operations gives you and other participating companies meaningful influence over standard and preferred industry practices through:
- Your input into the direction and content of Roundtable activities in Steering Committee Teams meetings,
- Emgagement in discussions at the annual Summit
- Three tracks and registrations at the Summit
- ERISA compliance
- Contact center operations
- Transaction Processing
- Engagement in periodic strategic discussions on immportant and timely topics.
- Opportunity for additional staff of your company to benefit of with their peers engagement on relevant topics
- Opportunity to participate in the steering committee,
- Access to the EACH Enterprise online retirement plan community app (includes access to roster of contacts, event calendar, meeting agendas, meeting notes, and reports, and other deliverables) (sign up now at https://community.eachenterprise.com/)
- Opportunity to provide input into joint collateral projects
- Promotion of preferred practices to stakeholders in and outside the industry in a Perspectives publication,
- Formulation of industry standards
- Other activities as budget allows and membership needs evolve.
INVESTMENT
Membership dues cover all benefits and deliverables of the baseline membership.
- ACH, wire or check: $12,500
- Credit card: $12,900
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.
