2021 Program of the Participant Experience Roundtable
2021 Program
- 4 one-hour online meetings on timely hot topics in February, April, June, and August 2021
- 1 online annual meeting in October 2021 (2 registrations per company)
- Summary of deliberations
- 2 participant polls ($7,000 sample budget)
- 2 5-question company practices polls and accompanying position paper
- List of contacts at participating firms
- Access to (and listing in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contact among other benefits)
- Recognition of your firm’s participation in Social Media posts
- Other activities as budget allows and membership needs evolve
Participating Firms:
- ADP
- John Hancock
- Principal Financial Group
- Securian Financial
- The Standard
- T. Rowe Price
- Vanguard
Join
Download the Membership Application Here
On-line Meetings
All meetings from 11:00 a.m. to 12:00 p.m. Eastern
February 9, April 6, June 15, August 31
Annual Meeting
2021 Annual Meeting – October 13, 2021 Virtual Meeting
2021 Membership Dues - $2,800.00
Cancellation policy: There are no refunds for this program
Client Plan Sponsor and Advisor/Consultant Experience Roundtable
About
The Roundtable provides a forum for members to exchange views and to collaborate on strategies that sustain the desirable experience and relationships that underpin the effectiveness of the retirement system in the United States. Collaboration takes place at four levels:
- Client Relationship Management
- Advisor/Consultant Relationship Management
- Strategic Account Management
- Digital Client Experience
The group fulfills its mission statement through an annual in-person meeting, four series of virtual meetings, opinion gathering, stakeholder research, position formulation, publication, sharing and promotion through the 401(k) listening post
2021 Program
- Input into Roundtable activities at a planning and naming committee
- Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contact among other benefits)
- Client Relationship Management Sentiment Survey and Report (2 during the year)
- 4 employer polls ($14,000 sample budget) in collaboration with the Worldwide Employee Benefits Network (WEB)
- Two viewpoint papers on strategic industry issues based on committee deliberations
- Creation and maintenance of the 401(k)-listening post LinkedIn page
- Creation and maintenance of the 401(k)-listening post Website
- Posting of surveys and reports on the 401(k)-listening post LinkedIn page and website
- Your company logo and positioning statement on the website of the 401(k) listening post
- 18 one-hour online meetings
- 6 for heads of Client Relationship Management
- 6 for heads of Strategic Account Management
- 6 for heads of Digital Client / Advisor Experience and Marketing
- 3 for heads of Advisor/Consultant Relationship Management
- 1 in-person meeting in September 2021 (3 tracks and 3 registrations per company)
- Other activities as budget allows and membership needs evolve
Video
Participating Firms:
- ADP
- AIG
- CUNA Mutual
- Empower-Retirement
- John Hancock
- Lincoln Financial Group
- Nationwide
- Principal Financial Group
- Prudential
- Securian
- The Standard
- Transamerica
- T. Rowe Price
- Vanguard
- Voya Financial
Join
Download the Membership Application Here
On-line Meetings
All meetings from 11:00 a.m. to 12:00 p.m. Eastern
Client Relationship
January 6, March 3, April 14, May 26, October 20 and November 30
Strategic Account Management:
January 19, March 16, April 27, June 8, November 2 and December 14
Digital Client / Advisor Experience & Marketing:
February 2, March 9, April 20, June 1, October 26 and December 7
Advisor / Consultant Relationship Management:
May 6, July 1, October 7
In-person Meeting
September 8-9, 2021 (tentative)
Boston, MA
2021 Membership Dues
On or before June 30, 2021: $4,800.00
Cancellation policy: There are no refunds for this program
2021 Program of the Conversion / Implementation Team Leader Roundtable
2021 Program
- Input into Roundtable activities at a planning (and naming) committee
- 10 one-hour online meetings (2 attendees)
- 1 in-person meeting – September 20-22, 2021 (Grapevine, TX)
- 3 committees and reports (e.g. to solve blackout period issues, to establish rules for e-distribution consent at the time of conversion, to formulate a position on QDIA mapping strategies)
- 2 peer company polls (e.g. conversion data management and technology, timing of contracts and service agreements)
- 3 tracks (data management, small plans, client-facing and plan sponsor training)
- 6 interviews with advisors or plan sponsors on service provider transitions
- Posting of reports directed to CFOs and HROs on the 401(k) listening post Linkedin page and website
- Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contacts among other benefits)
- Your company logo and positioning statement on the website of the 401(k) listening post
- Other activities as budget allows and membership needs evolve
- 2021 Early Membership Dues (Register by January 31, 2021: $3,800.00)
- Register after January 31, 2021: $5,000.00
Video
Participating Firms
- AIG
- Capital Group
- CUNA Mutual Group
- Empower Retirement
- John Hancock
- Infosys BPM
- Lincoln Financial Group
- Nationwide
- OneAmerica
- Prudential
- Securian
- The Standard
- Transamerica
- T. Rowe Price
- Voya Financial
Join
Download the Membership Application Here
On-line Meetings
All meetings from 3:00 p.m. to 4:00 p.m. Eastern
January 26, February 23, March 23, April 27, May 25, June 22, July 27, October 26 and November 23
In-person Meeting
2021 Annual Meeting – September 19-21, 2021 in Grapevine, TX
2021 Membership Dues
On or before February 28, 2021: $3,800.00
After February 28, 2021: $5,000.00
Cancellation policy: There are no refunds for this program
