2022 Program of the Participant Experience Roundtable

cpsacert 2022

About

Forum for heads of retirement plan participant strategy teams: including heads of participant experience, financial wellness strategy, digital user experience, mobile app design, participant communication consulting, participant counseling, education, and contact center; to discuss current developments and emerging issues impacting retirement readiness. 

  • 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
  • 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
  • 4 one-hour online meetings (2 attendees)
  • 1 in-person meeting in October 2022 (one registration)
  • Recognition of your firm’s participation in Social Media posts
  • Recognition of your firm’s participation in the VIEWPOINT
  • 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: $2,800
  • 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

 

Our Other Sites

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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