Participant Strategy Roundtable

2015 Annual Meeting

Structuring The Participant Counseling Team - Communicating With Generation Z

November 18/19, 2015

Malvern, PA

Hosted by: Vanguard

Register* On-line

*Registration requires an invitation code

Meeting Objective

Forum for heads of participant communications and counseling teams to discuss current developments and emerging issues impacting retirement readiness.

Who Attends

Attendance is by invitation.  The invitation is extended to heads of participant strategy, participant communication, counseling, education, contact center and Website at retirement plan service providers:

Date, Time, Venue, Dress Code

November 18, 2015 - 7:30 p.m. - Pre-event Dinner at General Warren Inne
November 19, 2015 - 8:30 a.m. to 3:30 p.m. – Sessions
Breakfast starting at 8:00 a.m.


Vanguard, Morgan Building, Room 118 A & B
300 Admiral Nelson Drive
Malvern, PA  19355

Dress Code

Business Casual dress code.


Wednesday, November 18, 2015
7:30 p.m.     Pre-event Networking Dinner at General Warren Inne

Thursday, November 19, 2015
8:00 a.m      Continental breakfast buffet
8:30 a.m.     Welcome/Introductions
9:00 a.m.     Organizational structure of Participant Education / Counseling and Marketing / Communication Teams -  Roundtable Discussions
10:30 a.m.   Break
10:45 a.m.   Driving Generation Z to Act - Discussion / Presentation - Brian Neligan
12:00 p.m.   Cold Buffet Lunch
12:30 p.m.   The Evolving Role of Technology in Marketing and Counseling - Roundtable Discussions
2:00 p.m.     Break
2:15 p.m.     Retirement Readiness, Plan Health, and Liability Modeling - Roundtable Discussions
3:15 p.m.     New frontier, and next steps
3:30 p.m.     Adjourn

Discussion Topics

Organizational Structure

 Driving Generation Z to Act

Evolving Role of Technology

Retirement Readiness, Plan Health, and Liability Modeling

Pre-event Networking Dinner

“Old World Charm and Top - Notch Service... admirers find it outstanding in every regard.”  Zagat Guide

General Warren Inne
9 Old Lancaster Road
Malvern, PA  19355
(610) 296-3637

Hotel / Transportation

A block of rooms has been reserved at the Desmond Hotel and Conference Center in Malvern, Pennsylvania.  The cost is $149.00 per night not including taxes and incidentals (payment due at checkout time.)  For reservations please call or email the hotel directly by November 2, 2015 and reference that you are part of the Participant Strategy Roundtable room block - Booking #: 12405 in order to get the special rate.

The Desmond Hotel and Conference Center
1 Liberty Boulevard
Malvern, PA  19355

(610) 296-9800 - This email address is being protected from spambots. You need JavaScript enabled to view it.

Rental cars are recommended for transportation between Philadelphia International Airport and The Desmond Hotel and Conference Center.  For a private car or taxi, you may also contact On-Time Transportation at 610-647-1354 and let them know that you were referred by the Desmond Hotel to receive a special rate.

Transportation provided between hotel, pre-event dinner, and meeting site.


Register* On-line

*Registration requires an invitation code.  Payments by credit card, debit card, check or bank transfer.

 Registration deadlines:  Roundtable:
 On or before August 31, 2015  $950.00
 After August 31, 2015  $1,100.00

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before August 31, 2015.  For cancellations between  September 1, 2015 and November 5, 2015, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after November 5, 2015.

In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.