Participant Experience Roundtable
2019 Annual Meeting
THE FUTURE IS NOW!
HOW TRENDS IN ROBOTICS, FINANCIAL WELLNESS, SAVINGS PROGRAMS AND ATTENTION SPANS INFLUENCE PARTICIPANT EXPERIENCE OFFERINGS AND EFFECTIVENESS
November 6-7, 2019
Windsor, CT
Hosted by: Voya Financial
Register On-line
*Registration requires an invitation code
Request Invitation Code
CURRENT CONTEXT - MEETING OBJECTIVE - AUDIENCE - DATE / TIME / VENUE
VALUE ADD - TOPICS - AGENDA - HOTEL - REGISTER - COST
Current Context
Not only is change constant but these days, change is fast. The lines are blurring between financial and physical wellness, saving behavior is influenced by student loan debt, there is more and more competition for the deferred dollar (HSAs, 401(k)). The increasingly commonplace, everyday usage of mobile devices constantly raises the bar on participant expectations for virtual 24/7 access to information and programs. Adding to that heady brew of competing goals, objectives and priorities is the increasing number of Americans reaching retirement age each year and the focus and value of a competitive and effective participant experience becomes paramount.
In addition to the formal sessions we have scheduled, you will have time to catch up with your industry peers to connect and network. Attendees will receive a summary of ideas and model practices for their own internal company use after the meeting.
Meeting Objective
Forum for heads of retirement plan participant strategy teams to discuss current developments and emerging issues impacting retirement readiness.
- Impact of ever-evolving technology on participant programs and participant receptiveness to those programs
- Tricky financial situations such as student loan debt, generational approaches to saving and investment, decumulation approaches
- Effective ways to engage participants across segments in a targeted manner (generations, diversity, technology acceptances and adoption) and through the most effective approaches
- Enhanced financial sustainability of our firms
- Enhanced effectiveness of the national retirement system
Informal discussions based on topics from previously hosted forums and suggested topics from the registration process are included. Meeting participants can expect to come away with a better understanding of
- Strategies to drive participant outcomes through the marriage of technology and human counseling
- The future state of HSAs and retirement accounts
- The role of technology in participant strategy today and in the future
- How to segment the participant population in workforce entry, accumulating, pre-, at-, and post- retirement
Hot topics discussed will be decided with your input and that of other registered attendees in the two weeks immediately preceding the Roundtable meeting.
Who Attends
Attendance is by invitation. The invitation is extended to heads of participant experience, participant strategy, participant communication, counseling, education, contact center, and Web apps at retirement plan service providers:
- Across distribution channels (direct, consultant, brokerage, TPA, bank, and others)
- Mid-sized, large and jumbo plans
- Corporate, government, not-for-profit, higher-education and Taft-Hartley markets
- Defined Contribution plans, Defined Benefit plans, NQDC, TRO, HSA, Financial Wellness, Retirement Readiness, Integrated Benefits
Date and Time
Wednesday November 6, 2019
6:30 p.m. Pre-event Networking Dinner at Union Street Tavern
Union Street Tavern
20 Union Street
Windsor CT 06095
www.unionstreettavern.com
Venue
VOYA Financial
1 Orange Way
Windsor, CT 06095
Dress Code
Casual Dress for pre-event
Business Casual Dress Code for meetings
Topics
Attendees will contribute to an ongoing dialogue about how to move the needle on retirement savings through participant technology, communications, plan design, and automated plan management.
Hot topics discussed will be decided with your input and that of other registered attendees in the two weeks immediately preceding the Roundtable meeting.
Discussions with a panel of three recently retired participants will provide a direct and immediate illustration of the impact our collective efforts have on U.S. workers and highlight areas where we have an opportunity to improve.
Two 90-minute timeslots for breakout discussion sessions moderated by attendees:
- By hot topic (Financial wellness sustainability and participant experience management across generations)
- By size band on strategies to drive participant engagement - in person, virtual, through advisors, standardized or customized?
Value Add
Attendees will each receive a summary, one-page document of the ideas and best practices shared at the meeting. None of the content will be attributable to any one individual or organization.
Agenda
Thursday November 7, 2019
| 8:00 a.m. | Continental breakfast buffet |
| 8:30 a.m. | Welcome, Introductions, Hot Topics of the day HSAs and Retirement Accounts, pressure to make participant engagement profitable, the emphasis on decumulation strategies |
| 9:15 a.m. | Moderated breakout sessions – Hot Topics |
| 10:15 a.m. | Break |
| 10:30 a.m. | Small Group Collaboration – RAPID FIRE Two 25-minute productive sessions in small groups to formulate actionable strategies to address specific challenges. At the sound of the horn, all attendees rush to another small collaboration group. E.g. Robotics, Virtual Assistants, Engagement Trends, Campaign Successes |
| 12:00 p.m. | Buffet Luncheon |
| 12:30 p.m. | Moderated breakout sessions by size band- Impact of technology on participant engagement programs (web, apps, push notifications) and the drive to a virtual program and the impact on ROI
|
| 2:00 p.m. | Break |
| 2:15 p.m. | Voice of Retirees: Moderated Plan Participant Panel – What is it like to be just on the cusp of retirement? What are the choices pre-retirees are facing? What questions do they wish they asked? Which programs are resonating? |
| 3:15 p.m. | Wrap Up and Next Steps |
| 3:30 p.m. | Meeting Adjourns |
Hotel / Transportation
The recommended hotel is the Hartford/Windsor Marriott Airport Hotel, 28 Day Hill Road, Windsor, CT 06095. Please call the hotel directly at 860-688-7500 for reservations.
Register
Register* On-line
Registration requires an invitation code.
Request Invitation Code
Payments by credit card, debit card, check or bank transfer
Cost
| Registration deadline: | Roundtable |
| On or before July 31, 2019 | $1250 |
| After July 31, 2019 | $1650 |
Cancellation Policy
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before August 31, 2019. For cancellations between September 1, 2019 and October 6, 2019, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175. No refunds for cancellations after October 6, 2019. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee
