2022 Program of the Conversion/Implementation Team Leader Roundtable

About

Forum for 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 2022, the possible enactment of a federal mandate for employers with 5 or more employees may spike plan creation and the demand for implementation services.  The need for ready-made packaged solutions for start-up plans and automation will color roundtable discussions. In the small/mid/large/jumbo plans market, differentiation based on relationships will continue. Demand for implementation staff will be high; virtual consultants will appear in narrow segments.

Benefits and Deliverables

• Input into Roundtable activities at a planning meeting
• Access to the EACH Enterprise online retirement plan community app (includes access to contacts information for community members among other benefits) (Sign up now at https://community.eachenterprise.com/)
• 2 committees and reports (e.g. implementation of start-up plans, reasonable blackout period and weekend conversions)
• 2 peer company polls (e.g. conversion data management and technology, other topic TBA)
• 3 tracks (data management, small plans, client-facing and plan sponsor training)
• Interviews with 4 advisors or plan sponsors on service provider transitions
• Posting of 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
• 6 one-hour online meetings (2 attendees)
• 1 in-person meeting (2 attendees) – (June 6/7 at a location TBA)
• Other activities as budget allows and membership needs evolve

This program assumes 15 participating firms.

Membership Dues

Membership dues cover all benefits and deliverables:

• Program: $3,800
• Additional in-person meeting registration: $450

To Join

Please contact:

Mr. Eric Henon                                    
President
EACH Enterprise LLC
16 A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
This email address is being protected from spambots. You need JavaScript enabled to view it.

Cancellation policy: There are no refunds for this program

2022 Program of the 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 experience and relationships that underpin the effectiveness of the retirement system in the United States. Collaboration takes place at three levels:

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

Benefits and Deliverables

• Input into Roundtable activities at a planning and naming 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/)
• Client Relationship Management Sentiment Survey and Report
• 2 employer polls ($6,000 sample budget) in collaboration with the Worldwide Employee Benefits Network (WEB)
• One Viewpoint paper on a strategic industry issue based on committee deliberations
• Enhancement of the 401(k) Listening Post website
• Maintenance of the 401(k) Listening Post LinkedIn page
• 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
• 12 one-hour online meetings
  • 6 for heads of Client and Advisor Relationship Management
  • 6 for heads of Account Management and digital client experience
• 1 in-person meeting in March 2022 (2 tracks and 3 registrations per company)
• Other activities as budget allows and membership needs evolve

This program assumes 15 participating firms.

2022 Participating Firms

• ADP Retirement
• AIG Retirement Services
• Ameritas
• Ascensus
• Bank of America
• CUNA Mutual Group
• Empower Retirement
• Fidelity Investments
• John Hancock
• Lincoln Financial Group
• Nationwide
• Principal Financial Group
• Securian Financial Group
• The Standard
• Transamerica
• Vanguard
• Voya Financial

Membership Dues

Membership dues cover all benefits and deliverables listed above:

• Program: $4,950
• Additional in-person meeting registration: $450

To Join

Please contact:

Mr. Eric Henon                                    
President
EACH Enterprise LLC
16 A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
This email address is being protected from spambots. You need JavaScript enabled to view it.

Cancellation policy: There are no refunds for this program

2022 Program of the Participant Retirement Readiness and Financial Well-Being Roundtable

About

Forum for heads of retirement plan and financial wellness participant strategy teams:

• Overall participant experience,
• Financial well-being strrategy,
• Retirement readiness & outcomes,
• Digital user experience,
• Participant communication consulting,
• Participant counseling, education and contact center

to discuss current developments and emerging issues impacting participant retirement readiness, and financial wellness, and to advocate for employer adoption of solutions to enhance outcomes. 

• Retirement plan recordkeeping service providers
• National plan advisory firms with a participant experience practice
• Financial Wellness platforms
• Third-party participant education and communication service providers

Benefits and Deliverables

• Input into Roundtable activities at a planning and naming committee
• Recognition of your firm’s participation
  • On the website of the 401(k) Listening Post
  • in the VIEWPOINT paper on financial well-being programs
  • in Social Media posts
• Discussions of all financial wellness benefits including retirement readiness, general debt remediation (credit card debt, student loans, other debt), HSAs, and emergency savings.
• Access to the EACH Enterprise online community app (sign up now HERE)
• One participant poll
• One 5-question company practices poll
• Input into one VIEWPOINT paper on financial well-being program design advertised to CFOs, and HROs (hot to complete due-dilitence, how programs dovertail witht the retirement plan, addressing general debt and student loans)
• 4 one-hour online meetings (2 attendees)
• 1 in-person meeting in October 2022 (one registration)
• Other activities as budget allows and membership needs evolve

This program assumes 15 participating firms.

Participating Firms

As of 12/20/2021, we have received commitments from

• ADP Retirement
• AIG Retirement,
• Everfi
• Principal Financial Group
• Securian Financial
• T. Rowe Price
• The Vanguard Group

Membership Dues

Membership dues cover all benefits and deliverables:

• Program: $2,800 (including one registration at meeting)
• Additional in-person meeting registration: $450

To Join

Please contact:

Mr. Eric Henon                                    
President
EACH Enterprise LLC
16 A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
This email address is being protected from spambots. You need JavaScript enabled to view it.

Cancellation policy: There are no refunds for this program