2024 Semi-Annual Meeting of the Retirement Plan Services Roundtable
This event will end in
| Grandview Yard Dining and Meeting Service, 1000 Yard Street, Grandview Heights, OH 43212 | |
| Tuesday, 14 May 2024 12:00Wednesday, 15 May 2024 16:30 | |
| 513-645-4613 |
VENUE - AGENDA - EVENT DINNER - DRESS CODE - HOTEL - COST
Theme: The Retirement Plan Services Roundtable travels to Ohio - The Heart of It All — to discuss the many factors that keep the heart of the retirement system beating.
We talk about everything from SECURE 2.0 to AI to buyer-behavior to staffing models and finally how to remember to keep track of it all.
Venue - hosted by Nationwide
Nationwide
Building H
Railroad Conference Room
(Railroad conference room is located on the 2nd floor.)
1000 Yard Street
Grandview Heights, OH 43212
614-857-2330
Parking
All visitors are advised to park in the South garage. If needed, you can also park in the West Garage.
The North garage is for Grandview Yard associates and retail patrons only. For retail patrons, there is a 3-hour parking limit, vehicles in violation will be towed.
South Parking garage is off of Williams Ave.
AGENDA
Tuesday May 14, 2024
| 11:45 a.m. | Transportation: Leaving from Hyatt Place Columbus OSU to Grandview Yard |
| 12:00 p.m. | Luncheon |
| 12:30 p.m. | Welcome and Introductions |
| 1:00 p.m. | INSANELY BUSY: PEER-TO-PEER DISCUSSION OF BURNING ISSUES AND HOP( ;-) ) TOPICS |
| General Session | |
| Moderated discussion among peers on hop topics and burning issues suggested in the registration process. This session will also provide input into future programs of the Roundtable. | |
| Format: Roundtable discussion | |
| Moderator: Eric Henon and Mary Kay Leydon | |
| Location: Railroad Conference Room | |
| 2:15 p.m. | Break |
| 2:45 p.m. | SURVEY SAYS! |
| This session will discuss results of a survey of 200 plan sponsors regarding plan administration, usage of the digital client experience (plan sponsor web site or app), attitudes toward Artificial Intelligence, payroll data integration, and participant password resets. The sample for this just completed survey consists of sponsors with 100+ employees (decision makers AND plan administrators), and topics were those requested by the Account Management track, the Digital User Experience track, and the Participant Strategy track | |
| Presenters and discussion moderators: Eric Henon and Mary Kay Leydon | |
| Location: Railroad Conference Room | |
| 4:00 p.m. | BUYER BEHAVIOR: THE BIG BANG THEORY |
| Plan Sponsors’ fiduciary responsibility fuels price pressure on service providers. To remain sustainable, companies are challenged to keep existing relationships profitable and to drive additional revenue from sales of services to the plan, to the plan sponsor, to plan advisors, and to plan participants. Relationships with decision makers and their advisors evolve as the Consolidated Appropriations Act of 2021 (CAA) and the Transparency in Coverage Final Rule (TiC) require group health plan fiduciaries to evaluate the “reasonableness” of fees charged by consultants and brokers based on required disclosures of direct and indirect compensation. This session will consist of a robust discussion of the impact of these changes on the buying behavior of the C-Suite. | |
| Moderators: Eric Henon and Mary Kay Leydon | |
| Peer Roundtable Discussion | |
| Location: Railroad Conference Room | |
| 5:00 p.m. | Adjourn for the day. |
| 5:05 p.m. | Transportation: Leaving from Grandview Yard to Hyatt Place Columbus OSU |
| 6:15 p.m. | Transportation: Leaving from Hyatt Place Columbus OSU to Watershed Kitchen and Bar |
| 6:30 p.m. | Event dinner at Watershed Kitchen and Bar, 1145 Chesapeake Avenue, Suite D, Columbus, Ohio |
| 9:00 p.m. | Transportation: Leaving from Watershed Kitchen and Bar to Hyatt Place Columbus OSU |
Wednesday May 15, 2024
| 7:50 a.m. | Transportation: Leaving from Hyatt Place Columbus OSU to Grandview Yard |
| 8:00 a.m. | Continental Breakfast Buffet |
| 8:30 a.m. | Recap of May 14 and Agenda for the Day |
| 9:00 a.m. | LET’S PUT OUR HEADS TOGETHER: HYBRID POSITIONS |
| Working from home has become ubiquitous in and outside the retirement plans sector. As more Account Managers and more Plan Decision Makers work from home, the ability and necessity to meet in person or to travel for plan service and participant experience is reduced. Client preferences shift and more mid-sized and large plan sponsors choose service models with a single dedicated hybrid contact person for all their needs. The rise of the hybrid Client Relationship – Account Manager, who also consults on the participant experience affects team organization, management, metrics, recruiting, retention, sales, revenue growth, and outcomes. And, other hybrid roles are starting to surface –Communication Consultants/ Relationship Mangers and even Communication Consultants/Account Managers. This inter-disciplinary discussion will seek to identify practices that lead to greater success for hybrid teams. | |
| Moderator: Eric Henon and Mary Kay Leydon | |
| Location: Railroad Conference Room | |
| 10:15 a.m. | Break |
| 10:30 a.m. | IT TAKES SECURE 2.0 TO TANGO |
| On the one hand, the systematic adoption of automatic enrollment, the advent of emergency distributions, the more widespread adoption of Roth contributions, and the potential popularity of student loan repayment matching programs will affect complexity and (lack of) focus of the participant experience. On the other hand, many optional features of SECURE 2.0 will be available for accommodation at best. Some less popular options that require additional guidance from the Department of Labor, hard-to-build systems upgrades and labor-intensive exception processing may not be available for some time. Managing advisor, TPA, and client expectations regarding the availability of these options leaves us in a quandary: What to say? What not to say? How transparent should account managers Balancing client retention, revenue growth needs, cost, and profitability targets. | |
| Moderator: TBA | |
| Location: Railroad Conference ROom | |
| 12:00 p.m. | LUNCH |
| 12:30 p.m. | CLOSING SESSION: THE MEMORY SWITCH |
| Memory. It is more than just about finding your keys. It is a critical component of meaningful relationships, successful business processes and effective performance management. But how can we improve our memory skills? Matthew Goerke is the creator of the Memory Switch Program. It this session, he will share the new advances in memory technology and engage attendees on how these methods are in powerful tools to help people achieve both business and personal goals. | |
| Speaker: Matthew Goerke | |
| Location: Railroad Conference Room | |
| 1:30 p.m. | ADJOURN |
| 1:35 p.m. | Transportation: Leaving from Grandview Yard to Hyatt Place Columbus OSU |
Event Networking Dinner
May 14, 2024, at 6:30 p.m
Watershed Distillery
1145 Chesapeake Ave, Suite D
Columbus, OH 43212
614-357-1936
Dress Code
Casual Dress for pre-event networking dinner
Business Casual Dress Code for meetings
Hotel
For Hotel reservations click here by April 29, 2024
We have a block of hotel rooms at:
Hyatt Place Columbus/OSU
795 Yard St
Grandview Heights, OH 43212
+1 614 280 1234
Small block of rooms at the room rate of $134.00 not including taxes and incidentals. Please make room reservations by May 3, 2024 to receive the special room block rate. To make your reservations, please click here
Cost
Members of the Retirement Plan Services Roundtable (3 registrations per member company – complementary)
Additional member registrations - $550.00
Non-members of the Retirement Plan Services Roundtable attending the in-person meeting cost is $1,900.00.
