EACH Enterprise - Research

The business objective of this study is to identify steps retirement plan service providers, retirement plan sponsors, adopters of pooled plans, and their advisors can take to increase employee engagement with their defined contribution plan and financial wellness tools.

What Makes This Initiative Unique

Beyond Automatic Enrollment is a research-based initiative that drives real-world action. Most research studies stop at the report, but this initiative doesn’t. Deliverables include a complete toolkit to implement plan design and communications strategies to change the paradigm and to effect participant engagement that will lead to better outcomes (account safety, retirement readiness, financial wellness).

Why You Should Join

This initiative will help you

	Increase participant engagement at your client plans
	Increase plan participation and deferral rates
	Enhance retirement outcomes for participants
	Convince more participants to take ownership of their account online (user ID, password)
	Collect more participant contact information such as email address and personal mobile phone number
	Increase utilization of financial wellness tools
	Help participants to achieve better financial wellness outcomes (credit card debt reduction, student loan reduction, higher percentage of participants with wills, higher percent of participants with emergency savings accounts, etc.)
	Attract and retain more plan sponsors who seek to offer the best retirement plan that money can buy

Who Stands to Benefit

	Retirement plan service providers
	Investment management firms
	Retirement plan advisory firms (Investment consulting, employee benefit consulting, RIA, and B/D firms)
	Financial wellness service providers
	Financial literacy organizations
	Retail banks and credit unions
	Forward-thinking plan sponsors committed to the financial wellness of their workforce

Deliverables

	Insights and recommendations for consideration by the management team at sponsoring companies (including plan design and strategies to encourage employers to adopt best practices)

	Practical tips, tools, and reward system suggestions to enhance participant engagement at multiple levels

	Tools and Materials to support your outreach to plan sponsors and financial professionals

	Direct outreach program to retirement savers

	Deliverables directed to plan sponsors and advisors

	Research results (slide presentation, narrative report, executive summary including insights and recommendations, tabulations, focus group findings)

	Online presentation / discussion of study findings with staff of your firm

Approach

Combine research with outreach to retirement savers to impact financial outcomes for all.

	Establish goals and success metrics
	Conduct 6 online focus groups and 2 in-person focus groups to generate assumptions to be tested in the quantitative survey
	Survey a national sample of 5000 workers eligible to participate in a Defined Contribution retirement plan across income ranges, and economic sectors
	Report research findings to study sponsors (narrative report, in-person presentation / discussion)
	Design and implement an outreach program directed to retirement savers (Social media posts, advertising, reels), supported by value-add presentation materials and curriculum for use by staff and representatives of supporting firms and their partner advisors.

Timeline

September
16, 2026

Research
and outreach
planning
meeting

November
2-6, 2026

Focus group
sessions

December
11, 2026

Review focus
group findings;
draft survey
questionnaire

January
8, 2027

Survey
questionnaire
finalized

January
25, 2027

Survey
fielding
start date

February
12, 2027

Survey
close

April
10, 2027

Research
presentation
and outreach
program
planning

May
3, 2027

Outreach
program rollout
phase 1

June
5, 2027

Outreach
program
rollout phase 2
(direct to
savers)

September
8, 2027

Outreach
program
rollout phase 3
(direct to plan
sponsors and
their advisors)

Cost

$39,000 per firm (check or ACH). Invoicing in three equal installments. Payment terms net-30. Discount for members of the EACH Roundtable – Client Services. EACH Enterprise reserves the right to withdraw this initiative if revenue falls short of expectations.

Staffing

This initiative will be managed and directed by EACH Enterprise, LLC with input and feedback from consortium member firms. The Center for Retirement Research at Boston College will be involved throughout the process and lead the survey questionnaire design, analysis, report and slide presentation creation with constructive feedback by EACH Enterprise.

Bios:

About EACH Enterprise

EACH Enterprise helps client firms establish and maintain a clear position in target markets with coordinated research-based marketing initiatives involving meeting planning, research, reporting, advocacy, news releases, social media, public speaking, and campaign management services. Services are tailored to meet each client’s specific needs and focus on serving the institutional retirement plans and financial well-being market.

To take advantage of the tremendous growth opportunities in the business, plan providers, investment managers, investment professionals, benefit consultants, HCM/payroll and financial well-being platforms need to establish a clear position in their respective target market. To help, EACH deploys the resources necessary in a coordinated program to achieve sales goals and to successfully retain clients for the long haul.

Established in 2007, EACH Enterprise designs bold and innovative programs to meet the specific needs of client firms, relying on a network of talented professionals with years of experience in the business. Talent, determination, and work ethics help you grow your business in target markets.

For questions

Contact at EACH Enterprise

Eric Henon

EACH Enterprise 16A Pasco Drive East Windsor CT 06026

M +1.860.221.4449

eheno

n@eachenterprise.com

www.eachenterprise.com

	News release announcing your sponsorship posted on website of EACH Enterprise and emailed to trade media
	Announcement of sponsorship in social media (LinkedIn and Twitter)
	Announcement of membership in the EACH Enterprise online community
	Insertion of firm’s logo and positioning statement on Council website
	Insertion of firm’s logo on printed banner and on-screen at meetings and on the website dedicated to this initiative
	Insertion of firm name in the one-page description of this initiative for use with financial professionals and plan sponsors

Join the Client Services Roundtable and its Participant Strategy track

About The Center for Retirement Research at Boston College

The mission of the Center for Retirement Research is to produce first-class research and educational tools and forge a strong link between the academic community and decision-makers in the public and private sectors to strengthen the financial security of an aging society. To achieve this mission, the Center conducts a wide variety of research projects, transmits new findings to a broad audience, trains new scholars, and broadens access to valuable data sources. Since its inception in 1998, the Center has established a reputation as an authoritative source of information on all major aspects of the retirement income debate.

Become a partner

Services

Your sponsorship includes the following services:

	News release announcing your sponsorship posted on website of EACH Enterprise and emailed to trade media
	Announcement of sponsorship in social media (LinkedIn and Twitter)
	Announcement of membership in the EACH Enterprise online community
	Insertion of firm’s logo and positioning statement on the website dedicated to this initiative
	Insertion of firm name in the one-page description of this initiative for use with financial professionals and plan sponsors
	Sponsorship Seal for display at trade shows
	Sponsorship Seal for display on website or company marketing materials
	Access to the group of the Beyond Automatic Enrollment portal in the online community app
	Participation in all research planning meetings (3 attendees)
	Input into the study design and research instruments
	Focus group screeners, discussion guide, and stimuli
	Survey questionnaire
	Tabulations (16 banner points)
	Narrative report of study findings including take-aways and recommendations
	Online presentation / discussion of study findings with staff of your firm
	Research presentation slides for internal company use
	Outreach program to retirement savers

The toolkit will include

	Branded website directed to participants
	Interactive tools and games encouraging engagement
	Social media posts directed to participants (20 posts in LinkedIn, Facebook, Instagram, Tiktok)
	Video content (10 short reels) on YouTube and Vimeo
	Advertising budget to spark utilization equal to 5% of revenue ($20,000 floor)

Tools and Materials to support outreach by sponsoring firms

	Slide presentation and instruction guide for use with plan sponsors and financial professionals
	Slide presentation instruction guide for use with retirement savers
	Print-ready materials for use with retirement savers