Client Experience Roundtable
Plan Sponsor – Advisor/Consultant - Participant

2023 Program

cpsacert 2022

“Business afterall, is nothing more than a bunch of human relationships”
-Lee Iacocca

ABOUT

The Roundtable is a virtual and actual forum for members to have conversation, exchange views and collaborate on strategies designed TO NURTURE, enrich and sustain the relationships that are in fact, the American retirement system.  This complex and self-supporting ecosytem reflects the health and wellness of the relationships between Plan Sponsor, Advisor and retirement Plan Participant

In 2023, the Roundtable is comprised of three levels:

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

MEMBER BENEFITS

Membership and participation in the Roundtable enables attendees to create a curated meaningful experience that extends beyond the actual meetings and influences the relationships between advisors, sponsor, participant and even service provider. This occurs through:

  • Driving direction and content of Roundtable activities
  • 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 Plan Sponsor Polls (The NEXUS REPORTS) ($7,000 sample budget) in collaboration with the Worldwide Employee Benefits Network (WEB)
  • Distribution of polls, surveys, and reports on the 401(k) Listening Post LinkedIn page and website
  • 9 one-hour online meetings
    • 3 Client and Advisor Relationship Management leads
    • 3 Account Management and digital client experience leads
    • 3 Participant experience leads
  • 2 in-person meeting in March 2023 and September 2023 (3 tracks and 3 registrations per company)
  • Other activities as budget allows and membership needs evolve

This program assumes 15 participating firms.

MEMBERSHIP DUES

Membership dues cover all benefits and deliverables listed above:

  • Program: $7,200
  • 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

 

2023 Program of the Conversion/Implementation Team Leader Roundtable

cpsacert 2022

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 2023, we will have one in person meeting in September 2023 at a location to be announced and 3 one hour online meetings.

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 in and out of pooled arrangements, data integration in the large and jumbo market)
  • 2 peer company polls on topics TBA)
  • 3 tracks (data management, small plans, client-facing and plan sponsor training)
  • Interviews with 3 advisors or plan sponsors on service provider transitions
  • Distribution of polls, surveys, and reports on the 401(k) Listening Post LinkedIn page and website
  • 3 one-hour online meetings (2 attendees)
  • 1 in-person meeting (2 attendees) – September 2023 at a location to be announced
  • 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: $5,500
  • Additional in-person meeting registration: $550

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

 

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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