Retirement Plan Services Roundtable
Client Relationship Management – Account Management
Participant Strategy - Digital User Experience
“I don’t run a non-profit. There are lots of non-profits in America – in Detroit, parts of Wall Street, etc. I run a not-for-profit. We’re a business. The only difference is that instead of selling soap or sneakers, we sell hope and leadership.”
- NANCY LUBLIN, FOUNDER, DRESS FOR SUCCESS
IN-PERSON MEETINGS
Client Relationship Management – Account Management - Participant Strategy
- May 14 and 15, 2024, hosted by Nationwide in Grandview Heights, Ohio
- September 25 and 26, 2024, hosted by TruStage in Madison, WI
VIRTUAL MEETINGS
- Digital Plan Sponsor and Advisor Experience
- Tuesdays at 11:00 a.m. Eastern - March 5, May 7, and September 10, 2024
- Tuesdays at 11:00 a.m. Eastern - March 5, May 7, and September 10, 2024
- Client Relationship Leads
- Tuesdays at 11:00 a.m. Eastern - February 6, June 4, and November 5, 2024
- Tuesdays at 11:00 a.m. Eastern - February 6, June 4, and November 5, 2024
- Account Management (day-to-day) Leads
- Tuesdays at 11:00 a.m. Eastern - February 13, March 12, and June 18, 2024
- Tuesdays at 11:00 a.m. Eastern - February 13, March 12, and June 18, 2024
- Participant Experience / Strategy
- Tuesdays at 11:00 a.m. Eastern - February 20, April 16, and November 19, 2024
About
The Roundtable is a virtual and actual forum for members to have conversation, exchange views and collaborate on strategies designed TO NURTURE, enrich and sustain the relationships that are in fact, the American retirement system. This complex and self-supporting ecosytem reflects the health and wellness of the relationships between Plan Sponsor, Advisor and retirement Plan Participant.
NEW IN 2024
Baseline Membership
Annual membership and engagement in the Retirement Plan Services Roundtable gives the participating company meaningful experience influencing relationships between advisors, sponsors, participants, and service providers through:
- Input in the direction and content of Roundtable activities,
- Access to the EACH Enterprise online retirement plan community app (includes access to roster of contacts, among other benefits) (sign up now at https://community.eachenterprise.com/)
- 2 plan sponsor polls:
- Plan sponsor digital experience and payroll integration,
- HCM / Payroll platform interface, data enrichment, and AI
- Client Relationship Manager Sentiment Survey and Report,
- Account Management segmentation company practices poll,
- Distribution of polls, surveys, and PR advocacy reports on website and social media,
- 12 one-hour online meetings:
- 3 Client and Advisor Relationship Management leads,
- 3 Account Management leads,
- 3 Participant Experience / Strategy leads,
- 3 Plan Sponsor and Advisor Digital Experience leads,
- Spring in-person meeting May 7 and 8, 2024 in Columbus, OH hosted by Nationwide (3 registrations and 3 tracks: Client Relationship management, Account Management, and Participant Experience / Strategy),
- Fall in-person meeting September 2024 dates to be announce in Madison WI, hosted by TruStage (3 registrations and 3 tracks: Client Relationship management, Account Management, and Participant Experience / Strategy),
- Other activities as budget allows and membership needs evolve.
Cost
Membership dues cover all benefits and deliverables of the baseline membership.
- Program: $7,200 (no increase)
Artificial Intelligence Online Session
- $1500 per company for 10 seats (connections)
Advisor Survey on Successful Partnerships
- Cost and specifications to be decided
To Join
OR Contact:
Mr. Eric Henon
President
EACH Enterprise LLC
16 A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
ehenon@eachenterprise.com
Cancellation policy: There are no refunds for this program
Optional Add-Ons
REVOLUTIONIZING RETIREMENT PLAN ENGAGEMENT AND SERVICE DELIVERY THROUGH AI
Join us for an insightful 60-minute interactive webinar that will delve into the transformative power of Artificial Intelligence (AI) within the Retirement Plan Services and Investment sector. Hosted by AI keynote speaker and author Frank Lazaro, this session will explore current AI applications that are redefining how companies like Fidelity Investments, Empower, Principal, Transamerica, VOYA, and ADP Retirement Services can deliver service in areas including client interaction, fraud detection, participant education, HCM/payroll integration, and more.
Speaker
Artificial Intelligence keynote speaker and author Frank Lazaro
Date and Time
TBA
Audience
Individuals for overall responsibility for:
- Client relationship (Sponsor, Advisor / Consultant, TPA)
- Client onboarding (conversion / implementation)
- Account management
- Service delivery
- Participant strategy and participant experience
- Digital user experience
- Process automation
Join the online community of EACH Enterprise, the Retirement Advisor Council, and the Coalition for Payroll Excellence. Members have access to the portal, announcements from EACH Enterprise, community members and Q&A with members with access to the directory of members across all three organizations. There is no cost to join.
