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

cpsacert 2022


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

Cancellation policy: There are no refunds for this program


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Contact Us

Phone: (860) 254-5046
Fax: (860) 838-2830
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

EACH Enterprise, LLC
16A Pasco Drive
East Windsor CT 06088