2021 Program of the Participant Experience Roundtable

2021 Program

  • 4 one-hour online meetings on timely hot topics in February, April, June, and August 2021
  • 1 in-person meetings in October 2021 (1 registration per company)
  • Summary of deliberations
  • 2 participant polls ($7,000 sample budget)
  • 2 5-question company practices polls and accompanying position paper
  • List of contacts at participating firms
  • Access to (and listing in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contact among other benefits)
  • Recognition of your firm’s participation in Social Media posts
  • Other activities as budget allows and membership needs evolve

experience

Participating Firms:

  • ADP
  • John Hancock
  • Principal Financial Group
  • Securian Financial
  • The Standard
  • T. Rowe Price

Join

Download the Membership Application Here

On-line Meetings

All meetings from 11:00 a.m. to 12:00 p.m. Eastern

February 9, April 6, June 15, August 31

In-person Meeting

2021 Annual Meeting – October 2021 Nashville, Tennessee (tentative – venue TBA)

2021 Membership Dues - $2,800.00

Cancellation policy: There are no refunds for this program

Client Plan Sponsor and Advisor/Consultant Experience Roundtable

About

The Roundtable provides a forum for members to exchange views and to collaborate on strategies that sustain the desirable experience and relationships that underpin the effectiveness of the retirement system in the United States. Collaboration takes place at four levels:

  • Client Relationship Management
  • Advisor/Consultant Relationship Management
  • Strategic Account Management
  • Digital Client Experience

The group fulfills its mission statement through an annual in-person meeting, four series of virtual meetings, opinion gathering, stakeholder research, position formulation, publication, sharing and promotion through the 401(k) listening post

2021 Program

  • Input into Roundtable activities at a planning and naming committee
  • Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contact among other benefits)
  • Client Relationship Management Sentiment Survey and Report (2 during the year)
  • 4 employer polls ($14,000 sample budget) in collaboration with the Worldwide Employee Benefits Network (WEB)
  • Two viewpoint papers on strategic industry issues based on committee deliberations
  • Creation and maintenance of the 401(k)-listening post LinkedIn page
  • Creation and maintenance of the 401(k)-listening post Website
  • Posting of surveys and reports on the 401(k)-listening post LinkedIn page and website
  • Your company logo and positioning statement on the website of the 401(k) listening post
  • 18 one-hour online meetings
    • 6 for heads of Client Relationship Management
    • 6 for heads of Strategic Account Management
    • 6 for heads of Digital Client / Advisor Experience and Marketing
    • 3 for heads of Advisor/Consultant Relationship Management
  • 1 in-person meeting in September 2021 (3 tracks and 3 registrations per company)
  • Other activities as budget allows and membership needs evolve

Video

Participating Firms:

  • ADP
  • AIG
  • CUNA Mutual
  • Empower-Retirement
  • John Hancock
  • Lincoln Financial Group
  • Nationwide
  • Principal Financial Group
  • Prudential
  • Securian
  • The Standard
  • Transamerica
  • T. Rowe Price
  • Voya Financial

Join

Download the Membership Application Here

On-line Meetings

All meetings from 11:00 a.m. to 12:00 p.m. Eastern

Client Relationship

January 6, March 3, April 14, May 26, October 20 and November 30

Strategic Account Management:

January 19, March 16, April 27, June 8, November 2 and December 14

Digital Client / Advisor Experience & Marketing:

February 2, March 9, April 20, June 1, October 26 and December 7

Advisor / Consultant Relationship Management:

May 6, July 1, October 7

In-person Meeting

September 8-9, 2021 (tentative)

Boston, MA

2021 Membership Dues

On or before June 30, 2021: $4,800.00                                                 

Cancellation policy: There are no refunds for this program

2021 Program of the Conversion / Implementation Team Leader Roundtable

2021 Program

  • Input into Roundtable activities at a planning (and naming) committee
  • 10 one-hour online meetings (2 attendees)
  • 1 in-person meeting – August 25-27, 2021 (Location TBD)
  • 3 committees and reports (e.g. to solve blackout period issues, to establish rules for e-distribution consent at the time of conversion, to formulate a position on QDIA mapping strategies)
  • 2 peer company polls (e.g. conversion data management and technology, timing of contracts and service agreements)
  • 3 tracks (data management, small plans, client-facing and plan sponsor training)
  • 6 interviews with advisors or plan sponsors on service provider transitions
  • Posting of reports directed to CFOs and HROs on the 401(k) listening post Linkedin page and website
  • Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contacts among other benefits)
  • Your company logo and positioning statement on the website of the 401(k) listening post
  • Other activities as budget allows and membership needs evolve
  • 2021 Early Membership Dues (Register by January 31, 2021: $3,800.00)
  • Register after January 31, 2021: $5,000.00

Video

Participating Firms

  • AIG
  • Capital Group
  • CUNA Mutual Group
  • Empower Retirement
  • John Hancock
  • Infosys BPM
  • Lincoln Financial Group
  • Nationwide
  • OneAmerica
  • Prudential
  • Securian
  • The Standard
  • Transamerica
  • T. Rowe Price
  • Voya Financial

Join

Download the Membership Application Here

On-line Meetings

All meetings from 3:00 p.m. to 4:00 p.m. Eastern

January 26, February 23, March 23, April 27, May 25, June 22, July 27, September 21, October 26 and November 23

In-person Meeting

2021 Annual Meeting – August 25-27, 2021 Location TBA (tentative)

2021 Membership Dues

On or before February 28, 2021: $3,800.00                          

After February 28, 2021: $5,000.00                          

Cancellation policy: There are no refunds for this program

 

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Phone: (860) 653-1701
Fax: (860) 838-2830
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EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026