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Participant Strategy Roundtable

2015 Annual Meeting

Structuring The Participant Counseling Team - Communicating With Generation Z

November 18/19, 2015

Malvern, PA

Hosted by: Vanguard

Register* On-line

*Registration requires an invitation code

Meeting Objective

Forum for heads of participant communications and counseling teams to discuss current developments and emerging issues impacting retirement readiness.

  • Drive participation, contribution level, and asset allocation through plan design, participant communication, and counseling
  • Reduce erosion from loans and premature distribution
  • Encourage asset accumulation, account consolidation, and responsible lifetime income distribution
  • Enhance the effectiveness of the national retirement system

Who Attends

Attendance is by invitation.  The invitation is extended to heads of participant strategy, participant communication, counseling, education, contact center and Website at retirement plan service providers:

  • Across distribution channels (direct, consultant, brokerage, TPA, bank, and others) 
  • Mid-sized, large and jumbo plans
  • Corporate, government, not-for-profit, higher-education and Taft-Hartley markets
  • TRO, integrated benefits, defined contribution plans, defined benefit plans, and NQDC plans

Date, Time, Venue, Dress Code

November 18, 2015 - 7:30 p.m. - Pre-event Dinner at General Warren Inne
November 19, 2015 - 8:30 a.m. to 3:30 p.m. – Sessions
Breakfast starting at 8:00 a.m.


Vanguard, Morgan Building, Room 118 A & B
300 Admiral Nelson Drive
Malvern, PA  19355

Dress Code

Business Casual dress code.


Wednesday, November 18, 2015
7:30 p.m.     Pre-event Networking Dinner at General Warren Inne

Thursday, November 19, 2015
8:00 a.m      Continental breakfast buffet
8:30 a.m.     Welcome/Introductions
9:00 a.m.     Organizational structure of Participant Education / Counseling and Marketing / Communication Teams -  Roundtable Discussions
10:30 a.m.   Break
10:45 a.m.   Driving Generation Z to Act - Discussion / Presentation - Brian Neligan
12:00 p.m.   Cold Buffet Lunch
12:30 p.m.   The Evolving Role of Technology in Marketing and Counseling - Roundtable Discussions
2:00 p.m.     Break
2:15 p.m.     Retirement Readiness, Plan Health, and Liability Modeling - Roundtable Discussions
3:15 p.m.     New frontier, and next steps
3:30 p.m.     Adjourn

Discussion Topics

Organizational Structure

  • Activities, staffing, and organizational structure (counseling, education, and communication)
  • Mix of counselors, educators, advisors, communication consultants, design, production, and project management
  • Staffing strategies - leveraging contractors and agencies
  • Products and services
  • Financials and compensation

 Driving Generation Z to Act

  • Defining moments and life experiences
  • Communication habits and behaviors
  • Experience with education, counseling, and sales
  • Attitudes: hurdles and hot buttons
  • Fair expectations and possible surprises
  • Counseling the iGeneration

Evolving Role of Technology

  • Participant segmentation and best practices to communicate with each segment
  • Print and electronic communication - pace of evolution
  • Mobile technology - apps and devices
  • Changing landscape of social media
  • Big data - participant marketing application
  • Moving the industry to quick reaction to change

Retirement Readiness, Plan Health, and Liability Modeling

  • Retirement readiness / finanical fitness - messaging to participants
  • Financial health / HSA integration - effectiveness in counseling / behaviors
  • Plan health - Driving plan design and strategic change - Committee meetings that truly work
  • Financial liability modeling - enhancing CFO / plan sponsor support

Pre-event Networking Dinner

“Old World Charm and Top - Notch Service... admirers find it outstanding in every regard.”  Zagat Guide

General Warren Inne
9 Old Lancaster Road
Malvern, PA  19355
(610) 296-3637

Hotel / Transportation

A block of rooms has been reserved at the Desmond Hotel and Conference Center in Malvern, Pennsylvania.  The cost is $149.00 per night not including taxes and incidentals (payment due at checkout time.)  For reservations please call or email the hotel directly by November 2, 2015 and reference that you are part of the Participant Strategy Roundtable room block - Booking #: 12405 in order to get the special rate.

The Desmond Hotel and Conference Center
1 Liberty Boulevard
Malvern, PA  19355

(610) 296-9800 - This email address is being protected from spambots. You need JavaScript enabled to view it.

Rental cars are recommended for transportation between Philadelphia International Airport and The Desmond Hotel and Conference Center.  For a private car or taxi, you may also contact On-Time Transportation at 610-647-1354 and let them know that you were referred by the Desmond Hotel to receive a special rate.

Transportation provided between hotel, pre-event dinner, and meeting site.


Register* On-line

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

 Registration deadlines:  Roundtable:
 On or before August 31, 2015  $950.00
 After August 31, 2015  $1,100.00

Cancellation policy:

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before August 31, 2015.  For cancellations between  September 1, 2015 and November 5, 2015, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after November 5, 2015.

In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.

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Phone: (860) 254-5046
Fax: (860) 838-2830
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

EACH Enterprise, LLC
16A Pasco Drive
East Windsor CT 06088