2026 EACH Roundtable Implementation
Merger and Acquisition – New Plan Implementation - Service Provider Transitions - Data Consultant Teams- Client Facing Consultants - Payroll Integration - Digital Experience Orientation
ABOUT
Forum for Conversion / Implementation Team Leaders at retirement plan service provider firms to exchange ideas and practices with the goal of enhancing the effectiveness of business processes and team management. In 2026, we will meet in person May 5 - 6, 2026 at a location TBA.
PERSPECTIVES
CONTINUING IN 2026
“The first step towards getting somewhere is to decide you’re not going to stay where you are.”
- John Pierpont Morgan
IN-PERSON MEETING
Client Facing Consultants - Data Management - Payroll Integration
Implementation 2026 Annual Meeting
May 5/6, 2026
VIRTUAL MEETINGS
Proposed dates
Client-facing Conversion Consultant Management - working group
- Tuesdays at 1:00 p.m. Eastern
March 24, June 9 and August 26, 2026
Data Management and Payroll Integrati5n working group
- Tuesdays at 1:00 p.m. Eastern
February 17, March 17, and April 7, 2026
Membership
Annual membership and engagement in the Conversion / Implementation Team Leader Roundtable gives each participating company meaningful experience influencing advisor, plan sponsor, participant, and service provider practices in the service provider transition process through:
- Your input into the direction and content of Roundtable activities,
- Two registrations at the in-person meeting May 5 - 6, 2026
- Peer discussion on hot topics and burning issues,
- Sessions for both Large/Jumbo plans and small plans – covering both M&A transitions and total plan transitions,
- Three tracks (data management, payroll integrations, client-facing, and plan sponsor training),
- Plan advisor and consultant panel
- Third PERSPECTIVES on Quality in Service Provider transitions
- Web content for a plan sponsor and advisor audience,
- Implementation of the quiz on the PERSPECTIVES webpages to promote quality in service provider transitions,
- Expansion of the glossary of terms
- Expansion of PERSPECTIVES
- Input into the 2026 EACH Enterprise survey of 200 plan sponsors
- Promotion of PERSPECTIVES, the glossary, and Wiz Quiz in social media (LinkedIn, X, Instagram, and Threads).
- 12 one-hour online meetings
- 3 for the client facing consultant working group,
- 3 for the data management and payroll integration working group
- 3 for the meeting planning committees
- 3 for the PERSPECTIVES working group
- Access to the EACH Enterprise online retirement plan community app (includes access to roster of contacts, among other benefits) (at https://community.eachenterprise.com/)
- Other activities as budget allows and membership needs evolve.
Cost
Membership dues cover all benefits and deliverables of the baseline membership.
- ACH, wire or check: $7,400
- Credit card: $7,600
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
*** 10% fee for payments over 30 days late and 15% fee on payments over 90 days late ****
*** A 3% surcharge will be applied to all credit card payments to cover processing fees. ***
*** Registration May 5/6, 2026 Annual Meeting hosted by InfoSys in Jacksonville, Florida beyond the initial three included in your membership: $850.00
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.
