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Client Plan Sponsor and Advisor /
Consultant Experience Roundtable

IN-PERSON MEETING

March 8 - 9, 2022

We choose to go to the moon in this decade

We choose to go to the moon in this decade and do the other things, not because they are easy, but because they are hard.” - John F. Kennedy, address at Rice University, September 12, 1962

REGISTER

For Hotel reservations click here by February 14, 2022

CURRENT CONTEXT - MEETING OBJECTIVE - AUDIENCE - DATE TIME & LOCATION
DRESS CODE - HOT TOPICS - PRE-EVENT - AGENDA - HOTEL - REGISTER - COST

Current Context

The context in which retirement plan service providers operate in 2022 has changed, affecting all aspects of our lives - not just retirement plans. The pandemic amplified trends that were already underway.

The change is so dramatic that we are unable to conceive THE WAY OF THE FUTURE by extrapolating past experience. Technological innovation has expanded the universe of possibilities beyond user expectations. Dreams come true, and drive what the market will demand tomorrow and what some segments already demand today.

In this context, the Annual Meeting of the Client Plan Sponsor and Advisor/Consultant Experience Roundtable is no longer an isolated event; it is part of a public advocacy program that includes:

Seventeen firms are participating in the entire program can register up to three attendees free of charge. You too can benefit by attending the meeting, even if you did not participate in the entire program.

Meeting Objective

 Forum for:

Meeting of retirement plan firms to discuss emerging industry trends, major challenges and opportunities, current and upcoming governmental regulations, and other topics of interest to attendees. Informal discussions are organized around topics suggested in the registration process.There are no minutes of this meeting.

Join us for a robust dialogue on the emerging retirement plan service landscape at the Client Plan Sponsor and Advisor/Consultant Experience Roundtable.  Major retirement plan recordkeepers attend regularly.  Insights will be broken up based on your interests (Hot Topics), and by asset-size, providing focused, relevant dialogue on how to thrive and differentiate amid the changes.

Audience

Attendance is by invitation only. The invitation is extended to national leaders of client relationship management, advisor/consultant relationship management, strategic account management and digital client experience of retirement plan service providers operating in the following markets:

Date, Time, and Location

March 8, 2022

6:30 PM – Pre-event Networking Dinner

The Banks Fish House
406 Stuart Street
Boston, MA  02116
617-399-0015

March 9, 2022

Meeting at Loews Boston Hotel, Taylor Room
8:00 AM – Breakfast
8:30 AM – 4:00 PM -  Sessions

Venue

Loews Boston Hotel
Taylor Room (General Sessions)
154 Berkeley Street
Boston, MA  02116
617-266-7200

Dress Code

Casual Dress for pre-event networking dinner
Business Casual Dress Code for meetings

Hot Topics

Agenda

Wednesday March 9, 2022

8:00 a.m. Continental Breakfast Buffet
8:30 a.m. Welcome and Introductions
9:00 a.m. GENERAL SESSION (Taylor Room)*
  PANEL OF PLAN ADVISORS – What are they looking for from the recordkeeper community?
Moderator:  Eric Henon, EACH Enterprise, LLC
Panelists:    James F. Sampson, AIF®, C(k)P®, CPFA, Hilb Group Retirement Services
                    Richard Spriano, AIF®, CPFA, PPC®, Castle Hill Retirement Partners
10:15 a.m. Break
10:45 a.m. BREAKOUT SESSIONS
  BREAKOUT SESSION 1: CLIENT RELATIONSHIP MANAGEMENT (Taylor Room)
  Impact of the Great Recession on Client Relationship Manager retention, recruiting, compensation and well-being
Moderators: Milissa Dumont, Prudential Retirement
                       Michelle Morey, John Hancock
  BREAKOUT SESSION 2: ACCOUNT MANAGEMENT and DIGITAL CLIENT AND ADVISOR EXPERIENCE (Wilson Room)
  Plan Sponsor Views - discuss implications of results of the two plan sponsor poll on live client support and the digital client experience
Presenter/Moderator: Eric Henon, EACH Enterprise, LLC
12:15 p.m Luncheon
1:00 p.m.   COLLABORATION SESSIONS
  Collaboration on a vision on client service and channel partnerships 3 or 4 years from now and action plan to get there Brainstorming sessions for a mixed audience – we will seek a balance of participants representing Account Management, Digital Client Experience, and Client Relationship Management at each session
  COLLABORATION SESSION 1: Vision and Action Plan for the small plans market - $3 million-$30 million (Pugsley Room)
Moderator: Michelle Morey, John Hancock
  COLLABORATION SESSION 2: Vision and Action Plan for the large plans market - $30-million-$300 million (Wilson Room)
Moderator: Milissa Dumont, Prudential Retirement
2:30 p.m. Break
2:45 p.m. BREAKOUT SESSIONS
  BREAKOUT SESSION 3: CLIENT RELATIONSHIP MANAGEMENT (Wilson Room)
Moderators: Sean Cameron, Voya Financial
                       Denise Penn, Cuna Mutual Group
  Strategies to enhance B2B client engagement / commitment
  BREAKOUT SESSION 4: ACCOUNT MANAGEMENT and DIGITAL CLIENT AND ADVISOR EXPERIENCE (Pugsley Room)
Moderator: Eric Henon, EACH Enterprise, LLC
  Participant changes data capture and reporting
3:45 p.m. Wrap Up and Next Steps
4:00 p.m. Meeting Adjourns

*Sessions accessible to remote attendees

Event Networking Dinner

The Banks Fish House
406 Stuart Street
Boston, MA  0211
617-399-0015

Hotel

We have a block of hotel rooms at:
Loews Boston Hotel154 Berkeley Street
Boston, MA  02116
617-266-7200

For reservations click here to get the room block rate of $209.00 not including taxes and incidentals.  Please make hotel reservations by Monday, February 14, 2022 (cut-off date).

Member Firms

Registration

Register

*Registration requires an invitation code

Request Invitation Code

Cost

Member firms waived for first three registrations
Additional registrations:  $450.00
Non-member firms:  $1,950.00

Cancellations

There are no refunds for this program