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Picture1Retirement Plans Public Relations, Advertising, and Marketing Roundtable

Holiday Season 2016 Semi Annual Meeting

The WOW! Factor

Thursday December 1, 2016
New York, NY

Hosted by: AB

Register* On-line

*Registration requires an invitation code

Request Invitation Code


Your job is to dazzle institutional retirement buyers and their advisors to win business.  You need big ideas to make that happen.

Firms of the retirement plans vertical (advisory firms, recordkeeping service providers, participant education providers, communication service providers, and investment managers) are challenged with getting the attention of extremely diverse stakeholders who suffer from information overload and non-differentiated messaging. It takes a WOW! Factor to spur the momentum and viral communications that lead to business success.

The need to deliver a personal BIG surprise to each and every member of the audience arises in the midst of a revolution in mobile technology that has everything and everybody in constant motion. To help you position your firm and enhance industry effectiveness, the Roundtable facilitates peer discussions among public relations, advertising, and marketing professionals of the retirement plans industry.

The sharing of experiences and positions allows everyone to identify the real-life solutions that help you stand out in a crowded space.

Meeting Objective

  • Peer exchange
  • Effective learning experience
  • Collective interest

Forum for heads of retirement plans marketing, advertising, and public relations 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.


Attendance is by invitation only. The invitation is extended to Chief MarCom Officers of retirement plan service providers / recordkeepers, investment managers, and advisory firms:

  • Corporate and businessline-specific
  • Across disciplines (investment management, recordkeeping service, plan advice)
  • Across markets - Small/micro, mid-sized, large and jumbo plans, corporate, government, not-for profit, higher-education and Taft-Hartley
  • Across audiences – media, plan sponsors, consultant, adviser, brokerage, TPA, bank, agent, and othersNewYork42Street
  • Across channels: mobile technology, social media, trade media, general, direct
  • Across plan types: defined benefit, defined contribution, and NQDC

Date and Time

November 30, 2016

7:30 p.m. Sponsored pre-event dinner at The Murray Hill Room of The Kitano Hotel

December 1, 2016

8:30 a.m. to 3:30 p.m. – Sessions

Breakfast starting at 8:00 a.m.


1345 Avenue of the Americas, 41st Floor (Room 41A)
New York City, NY  10105


Dress Code

Business Casual

Hot Topics

  • Creating the surprise factor
  • Personalized communications / intimacy
  • Gleaning solutions from Big Data
  • Leveraging mobile technology
  • Influencer marketing / social media marketing
  • Content management
  • Opinion leader / PR management
  • Emerging metrics / moving targets
  • Organization, structure, and resources required to succeed in the current context
  • Talent management, culture, and compensation practices
  • Other topics suggested by attendees in the registration process


Thursday December 1, 2016

8:00 a.m      Continental breakfast buffet
8:30 a.m.     Welcome and Introductions 
8:45 a.m.     Roundtable discussions: Emerging trends, current issues and hot topics
10:15 a.m.   Break
10:30 a.m.   Roundtable discussions: creating the Wow! Factor
12:00 p.m.   Buffet Luncheon

1:00 p.m.     Roundtable discussions: Managing the marketing organization: structure, talent management, development, HR and compensation practices
2:30 p.m.     Industry direction: Idea generation / brainstorming
3:00 p.m.     Action plan and next steps

3:30 p.m.     Meeting adjourns

Sponsored Pre-event Networking Dinner

The Murray Hill Room
The Kitano Hotel
66 Park Avenue at 38th Street
New York City, NY 10016

Holiday buffet menu served in the penthouse on the 18th floor, with 2 accessible terraces, an ideal Manhattan venue for receptions, meetings, seminars, private dinners, and photo shoots.

Hotel / Transportation

The recommended hotel is the Kitano New York Hotel. For reservations please call 1-800-548-2666 by November 2, 2016 and mention you are part of the EACH Enterprise, LLC Room block to receive the special rate of $359.00 not including taxes/incidentals.

Kitano New York Hotel
66 Park Avenue
New York, NY 10016
1-212-885-7006 or 1-800-548-2666



Register on-line

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

Registration deadlines and Cost Per Attendee    

Registration deadline: Roundtable
On or before September 30, 2016 $1,195.00
After September 30, 2016 $1,595.00

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before September 30, 2016.  For cancellations between  October 1, 2016 and October 31, 2016, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after October 31, 2016.  In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee. 



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Phone: (860) 254-5046
Fax: (860) 838-2830
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EACH Enterprise, LLC
16A Pasco Drive
East Windsor CT 06088