CITL2015-1

Conversion / Implementation Team Leader

 

2016 Annual Meeting

May 17, 18 & 19, 2016
Charlotte NC

Hosted by: TIAA

Register* On-line

*Registration requires an invitation code

Meeting Objective

Forum for Conversion / Transition / Implementation team leaders of retirement plan firms to exchange ideas and practices, with the ultimate goal of enhancing the effectiveness of business processes and team management.  This meeting will include peer discussions, breakout sessions, and research presentations.  Questions discussed are those suggested by attendees in the registration process.  There are no minutes of this meeting.

Audience

Attendance is by invitation only.  The invitation is extended to New Business Conversion / Transition / Implementation team leads at retirement plan service providers (data analysis, and conversion consultants).  Invitation is extended to firms operating in the following markets:

  • Defined contribution plan (401(k), 403(b), 457, 1165(e) and Group RRSPs)
  • Defined benefit and hybrid plans
  • Corporate, government, Taft-Hartley and not-for-profit markets
  • Across distribution channels (bank, direct, consultant, adviser, brokerage, TPA, agent and others)
  • Large and jumbo plans
  • Micro, small and mid-sized plans

Date, Time, Venue, Dress Code

May 17, 2016—Pre-event Activities
5:00 p.m.NASCAR Hall of Fame
6:30 p.m. — Dinner at Five Church

May 18, 2016
12:00 PM—Lunch
12:25 PM to 5:25 PM—Meeting
7:00 PM—Dinner Reception on the terrace of JP Charlotte at The Westin Charlotte

May 19, 2016
8:00 AM—Continental Breakfast
11:45 AM– Lunch
8:30 AM to 3:30 PM—Meeting
 
TIAA
8500 Andrew Carnegie Boulevard
Charlotte, NC  28262

Casual Dress for pre-event
Business Casual Dress Code for meetings and event dinner

Agenda

Tuesday, May 17, 2016
5:00 p.m.     Pre-event  - NASCAR Hall of Fame

6:30 p.m.     Reception / Dinner at Five Church

Wednesday, May 18, 2016 - Pinehurst/Carolina Room

12:00 p.m.     Lunch

12:15 p.m.     Opening and welcome by host Steve Nolan

12:25 p.m.     General Session: Consultant Perspectives On Plan Transitions

                        Panelists:     Jan Raines - Aon Hewitt Investment Consulting
                                              Lori Wright – Mercer Investment Consulting
                                              Mike Hudson – CAPTRUST Financial Advisors

                       Moderators:     Eric Henon and Stacey Quinn

1:25 p.m.      Break

1:45 p.m.      Moderated peer discussion roundtables

                    Data Analyst Track
                       Experience with data processing tools
                       Moderator: Brian Neligan

                       Conversion Consultant Track
                       Onboarding project management process
                       Moderator: Stacey Quinn

2:55 p.m.      Break (short)

3:00 p.m.      Committee reports and discussions
                      
                      Investment Array and Fund Mapping Committee (2 Groups)
                      Strategies to Accelerate Investment Array and Fund Mapping Decisions

4:10 p.m.      Break (short)

4:15 p.m.      Committee Reports of Deliberration

4:25 p.m.      Survey Participants
                    Overall Company Practices Survey Results Presentation
                    Brian Neligan & Eric Henon

                      Non-participants 
                       Transportation back to the hotel

5:25 p.m.      Survey participants adjourn for the day

7:00 p.m.      Dinner / Reception on the terrace of JP Charlotte - Westin Hotel 

Thursday, May 19, 2016 - Auditorium West
8:00 a.m.      Continental Breakfast

8:30 a.m.      Moderated peer discussion roundtables

                     Small – Micro  Plans Market (Under $30 million)
                     Focus:  Defining a good-order or “complete” Application / Work item
                     Moderator: Brian Neligan

                     Mid-sized and Large Plans Market ($30 million - $300 million)
                     Balancing custom / exception handling and process efficiency
                     Moderator: Stacey Quinn

                     Jumbo Plans Market ($300  million plus)
                     Data governance / quality
                     Moderator: Eric Henon

9:45 a.m.    Refreshment Break

10:00 a.m.   Moderated peer discussion roundtables

                     Data Analyst Track
                     Solving payroll integration issues
                     Moderator: Brian Neligan

                     Conversion Consultant Track
                     Driving plan sponsor / advisor engagement
                     Moderator: Stacey Quinn

                     Management Track
                     Managing the Human Resource: staffing, talent development, and team management
                     Moderator: Eric Henon

11:45 a.m.   Lunch Break

12:45 p.m.   Moderated peer discussion roundtables

                      Data Analyst Track
                      Managing quality – Quality indicators, metrics
                      Moderator: Brian Neligan

                      Conversion Consultant Track 
                      Encouraging plan sponsors to outsource services / enhance data feeds
                      Moderator: Stacey Quinn

                      Management Track
                      Everything else too: finalist presentations, RFP reviews, special projects (client and company-level). M&A, deconversions.
                      Moderator: Eric Henon

2:00 p.m.     Refreshment Break

2:15 p.m.     Survey Participants (Management only)
                      Individual-level data Analysis Presentation (segmentation, compensation, rewards, and recognition)
                      Brian Neligan & Eric Henon

2:15 p.m.     Non-participants - Shuttle directly to airport

3:30 p.m.     Adjourn

Event Networking Dinner

Dinner included in the registration.
Wednesday, May 18, 2016 at 7:00 p.m.
terrace of JP Charlotte - Westin Hotel

Hotel / Transportation

For accommodations, we recommend the Westin Charlotte.  Make your reservation HERE or call 1- 866-837-4148 and ask for the "May EACH Enterprise" rate of $249 not including taxes and incidentals.  
 
Westin Charlotte
601 S College Street
Charlotte, NC 28202

(866) 837-4148 (Reservations - ask for the "May EACH Enterprise" rate)

Register

Register on-line

Registration requires an invitation code.  Payments by credit card, debit card, check or bank transfer

Registration deadlines and Cost Per Attendee    

Registration deadline:  
On or before December 31, 2015 $1,300.00
After December 31, 2015 $1,650.00

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before December 31,  2015.   For cancellations between  January 1, 2016 and April 30, 2016, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after April 30, 2016.

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Phone: (860) 653-1701
Fax: (860) 838-2830
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EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026