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smar-event-image2016 Annual Meeting of the Strategic Account Management Roundtable

Life After The U.S. DOL "Conflict of Interest" Rule

May 4/5, 2016
Chicopee, MA

Hosted by: MassMutual Financial Group

Register* On-line


For many retirement plan service providers, after the U.S. Department issues its final "conflict of interest" rule, life will forever change. Managing the block of existing accounts across business lines (retirement, Health Savings Accounts, group life insurance, group disability insurance, managed dental plans, healthcare, non-qualified deferred compensation, equity compensation, benefit exchanges, and even personal lines), growing the block strategically - will be the focus of business. Perhaps some firms will emphasize external growth and acquisition but giving clients a cohesive brand experience will be the emphasis for many. Are you so sure your service model is right for this time and place in the retirement plans market? Think again and attend the Strategic Account Management Roundtable so you check if your hunch is correct, strategize with other firms on the direction the function can take.

Think of the 2016 edition of the roundtable as a PR & Promotion planning meeting focused on the strategic account management function. The meeting will be entirely dedicated to the writing of a position on the strategic direction of the retirement plans business at this inflection point. Parts of our collective thinking will be published in the form of three blog posts distributed via LinkedIn and Twitter, recognizing all roundtable attendees - contributors to the posts. This is a bandwagon on which you must join.

Your firm will benefit of our collective understanding how your value proposition compares to your friend and neighbor’s. Not two service packages are alike – every company does the best job it can to meet the needs of its own target market in a sustainable package. How does your bundle compare to that of other firms in your target markets? Are you attracting the segment to which you need to appeal to remain profitable?

You must attend the Strategic Account Management Roundtable to make your time and effort pay off in the ever-changing retirement plan market. Your peers look at the world from a different perspective and reach altogether different decisions. Understanding why or how your peers make their business decisions helps you assess if yours are the right choices given your unique circumstances.

Meeting Objective

Forum for Strategic Account Management Officers at retirement plan service provider firms to exchange views and opinions about the general direction of the business and the account management function in particular.

Peer discussions focus on future trends in the industry, strategic management of accounts to meet company objectives (relationships with plan sponsors, their consultants, advisors, client relationship managers, and operational units). Key topics attendees bring up in the registration process are discussed in depth to expose the full range of industry practices and service models.

Strategic session outlines a vision of effective client service/team interactions in a next generation client service organization with a distributed workforce enabled by technological innovation in communications.

Who Attends

Attendance is by invitation.  The invitation is extended to members of the senior management teams responsible for Strategic Account Management at major retirement plan service providers in the following markets:

  • Large and jumbo plans, small and mid-sized plans 
  • Corporate, government, not-for-profit, higher-education and Taft-Hartley markets
  • Defined contribution plans, defined benefit plans, TRO and TBO/HRO
  • Across distribution channels (direct, brokerage, consultant, TPA, bank, PEO, agent and others)

Date, Time, Venue, Dress Code

May 4, 2016—7:30 p.m.—Pre-event Networking  dinner at MassMutual Hotel and Conference Center
May 5, 2016 - 8:30 a.m. to 3:30 p.m. – Sessions

Breakfast starting at 8:00 a.m.


MassMutual Hotel and Conference Center, West Springfield A and B Room
350 Memorial Drive
Chicopee, MA  01020

Dress Code

Business Casual dress code.


Meeting Planner:                       Kate Connole
Moderator:                                 Eric Henon
Writer and Project Director:    Stacey Quinn


Wednesday, May 4, 2016
7:30 p.m.     Pre-event Networking Dinner

Thursday May 5, 2016

8:00 a.m.
8:30 a.m.
9:00 a.m.
Continental breakfast buffet
Introductions, Goals & Objectives
Emerging themes and hot topics to address in the position to the outside world. Vision of effective client service/team interaction in a next-generation client service organization
10:15 a.m.
10:30 a.m.
12:00 p.m.
1:15 p.m.
3:15 p.m.
3:30 p.m.
Business models and organization of position / blog posts
Cold Buffet Lunch
Next steps – writing, publishing, promotion and committee review
Next Steps
Meeting Adjourns

Hotel / Transportation

A block of rooms has been reserved at the MassMutual Hotel and Conference Center in Chicopee, MA.  The cost is $115.00 per night not including taxes and incidentals (payment due at checkout time.)  For reservations please check the appropriate box when you register.

MassMutual Hotel and Conference Center
350 Memorial Drive
Chicopee, MA  01020

Rental cars are recommended for transportation between Bradley International Airport and MassMutual Hotel and Conference Center.

Meeting Highlights

  • Discussion among peers on hot topics
  • Public Relations / Promotion Position Paper
    • outline a strategic vision of effective client service / team interactions in a next generation client service organization
    • credits all contributors / roundtable attendees
    • written by Stacey Quinn, Project Director
  • Promoted in blog posts, social media, and news releases


Register* On-line

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

 Registration deadlines: Roundtable 
 On or before March 31, 2016       $950.00
 After March 31, 2016  $1,175.00

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before March 31, 2016.  For cancellations between April 1, 2016 and April 21, 2016, EACH Enterprise will refund your registration fee minus an administrative fee of $175.00.  No refunds for cancellations after April 21, 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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EACH Enterprise, LLC
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East Windsor CT 06088