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 – August 25-27, 2021 (Location TBD)
- 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
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, September 21, October 26 and November 23
In-person Meeting
2021 Annual Meeting – August 25-27, 2021 Location TBA (tentative)
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