Portland SkylineParticipant Strategy Roundtable

2017 Annual Meeting

Financial Wellness
Benefits Exchanges and Outsourcing
Employer Student Loan Repayment Programs
Retirement Income Solutions
Participant Outcomes –  Financial Security and Wellness Overall

September 12/13, 2017

Portland, OR

Hosted by: The Standard

Register* On-line

*Registration requires an invitation code

Request Invitation Code

Meeting Objective

The 2017 Annual Meeting of the Participant Strategy Roundtable will help you formulate a forward-looking strategy for all three stages of plan participants’ lifetime experience.

Individuals who support In-plan Income Distribution, Asset Retention, and Asset Gathering are invited to join the group of participant education and communication team leaders to strategize on the future direction of retirement saving in America.

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

Discussion topics include attendee suggestions gathered in the registration process and in response to the meeting reminder.

Stage by Stage

New Workforce Entrants and Generation Z

Mid Stage

Pre-retirees and Retirees

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:

NEW in 2017 We also extend the invitation to firms dedicated to retirement plan participant strategies including managed accounts, participant advice, financial wellness, participant education, and participant communication. 

Date and Time

September 12, 2017

7:00 p.m.- Pre-event Dinner at Raven & Rose  

September 13, 2017

8:30 a.m. to 3:30 p.m. – Sessions

Breakfast starting at 8:00 a.m.


The Standard
Rainier Room, Plaza Building, 11th Floor
1100 SW Sixth Avenue
Portland, OR 97204

Dress Code

Business Casual


Tuesday, September 12, 2017
7:00 p.m. Pre-event Dinner at Raven & Rose

Wednesday, September 13, 2017
8:00 a.m      Continental breakfast buffet
8:30 a.m.     Welcome and Introductions
9:00 a.m.     Hot Topics - Roundtable Discussions - New Workforce Entrants

10:30 a.m.   Break
10:45 a.m.   Hot Topics - Roundtable Discussions - Employees, Mid-career

12:00 p.m.   Cold Buffet Lunch
12:30 p.m.   Hot Topics - Roundtable Discussions – Pre-retirees and Retirees

2:00 p.m.     Break

2:15 p.m    Hot Topics - Roundtable Discussions 

3:15 p.m. New frontier, and next steps
3:30 p.m. Meeting adjourns

Discussion Topics

New Workforce Entrants and Generation Z


Pre-retirees and Retirees

Organizational Considerations and Team Management

Other topics suggested by attendees

Content for Communication and Education to Augment This Roundtable

Generation Z on a Track Toward Retirement Success

Business benefits for you:

Content for:

Receive ahead of the September roundtable meeting:

To gain insight into the minds and habits of Generation Z, we will conduct a 30-question survey of 2000 Gen Z members in four different age bands. This is a terrific way to learn more about Gen Z and:


Additional information posted HERE

Pre-event Networking Dinner

Pre-event dinner at Raven & Rose starts at 7:00 p.m.on Tuesday September 12

Raven & Rose
1331 SW Broadway
Portland, OR 97201

Hotel / Transportation

A block of rooms has been reserved at the Hotel Modera in Portland, Oregon. The cost is $189.00 per night not including taxes and incidentals (payment due at checkout time.)

For reservations click HERE or call the hotel directly at 877.484.1084 by August 21, 2017 and ask for the “EACH Enterprise” group rate.

Hotel Modera
515 SW Clay
Portland, OR 97201
(877) 484-1084
(503) 484-1073

The pre-event dinner and meeting site are within walking distance of the hotel.


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 May 31, 2017 $995.00
After May 31, 2017 $1,250.00

Cancellation Policy

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before May 31, 2017.  For cancellations between  June 1, 2017 and August 31, 2017, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after August 31, 2017.  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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