2022 Program of the Conversion/Implementation Team Leader Roundtable
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 2022, the possible enactment of a federal mandate for employers with 5 or more employees may spike plan creation and the demand for implementation services. The need for ready-made packaged solutions for start-up plans and automation will color roundtable discussions. In the small/mid/large/jumbo plans market, differentiation based on relationships will continue. Demand for implementation staff will be high; virtual consultants will appear in narrow segments.
Benefits and Deliverables
- Input into Roundtable activities at a planning meeting
- Access to the EACH Enterprise online retirement plan community app (includes access to contacts information for community members among other benefits) (Sign up now at https://community.eachenterprise.com/)
- 2 committees and reports (e.g. implementation of start-up plans, reasonable blackout period and weekend conversions)
- 2 peer company polls (e.g. conversion data management and technology, other topic TBA)
- 3 tracks (data management, small plans, client-facing and plan sponsor training)
- Interviews with 4 advisors or plan sponsors on service provider transitions
- Posting of 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
- 6 one-hour online meetings (2 attendees)
- 1 in-person meeting (2 attendees) – (June 6/7 at a location TBA)
- Other activities as budget allows and membership needs evolve
This program assumes 15 participating firms.
Membership Dues
Membership dues cover all benefits and deliverables:
- Program: $3,800
- Additional in-person meeting registration: $450
To Join
Please contact:
Mr. Eric Henon
President
EACH Enterprise LLC
16 A Pasco Drive
East Windsor, CT 06088
+1.860.254.5042
This email address is being protected from spambots. You need JavaScript enabled to view it.
Cancellation policy: There are no refunds for this program
