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Spring 2017 Semi-Annual Meeting

Retirement Plans Public Relations, Advertising, and Marketing Roundtable

march 2017

The Geeky Side of Marketing

March 31, 2017
New York, NY

Hosted by: J.P. Morgan Asset Management Group

Register* On-line

*Registration requires an invitation code

Request Invitation Code



Forum for heads of retirement plans marketing, advertising, and public relations to discuss emerging industry trends, major challenges and opportunities, current and upcoming governmental regulations and other topics of interest to attendees. Informal discussions are organized around topics suggested in the registration process. There are no minutes of this meeting.


Attendance is by invitation only. The invitation is extended to Chief MarCom Officers of retirement plan service providers / recordkeepers, investment managers, and advisory firms:

  • Across disciplines (investment management, recordkeeping service, plan advice)
  • Across markets - Small/micro, mid-sized, large and jumbo plans, corporate, government, not-for profit, higher-education and Taft-Hartley markets
  • Across audiences – media, plan sponsors, consultant, adviser, brokerage, TPA, bank, agent, and others
  • Across channel: mobile technology, social media, trade media, general, direct
  • Across plan types: defined benefit, defined contribution, and NQDC


March 31, 2017

8:00 a.m                        Continental breaksfast

8:30 a.m. - 3:00 p.m.   Sessions


J.P. Morgan Asset Management
270 Park Avenue
New York City, NY 10017

Dress Code

Business casual

Hot Topics

  • Has “big data” generated results?
  • Using big data to market at the individual, institutional, and intermediary levels
  • Data privacy and hacking
  • Leveraging social technology
  • The “Trump Effect” on traditional PR
  • Customer engagement
  • Customer satisfaction – transactional level vs the brand/experience level
  • Advances in behavioral finance
  • Application of consumer packaged goods marketing techniques
  • Sales team partnership
  • Regulatory communications
  • What’s next? What will disrupt these disruptors?
  • Other topics suggested by attendees in the registration process


8:00 a.m      Continental breakfast buffet

8:30 a.m.      Welcome and Introductions

8:45 a.m.      Roundtable discussions: Technology Disrupts the Art of Marketing

9:45 a.m.      Break

10:00 a.m.    Roundtable discussions: Changes in the C-Suite

11:00 a.m.    Big Data and Marketing

12:00 p.m.    Lunch

1:00 p.m.      Roundtable discussions: Hot Topics

2:00 p.m.      2020 vision

2:30 p.m.      Action plan and next steps

3:00 p.m.      Adjourn


The recommended hotel is The Kitano New York. For reservations please call 1-800-KITANO-NY or go to

The Kitano New York
66 Park Avenue, East 38th Street
New York, NY 10016


Register* On-line

Registration requires an invitation code.

Request Invitation Code

Payments by credit card, debit card, check or bank transfer.

Registration Deadlines and Cost Per Attendee    

Registration deadline: Roundtable
On or before March 15, 2017 $995
After March 15, 2017 $1225


Cancellation Policy

EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before February 15, 2017. For cancellations between February 15 and March 15, 2017, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175. No refunds for cancellations after March 15, 2017. 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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EACH Enterprise, LLC
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East Windsor CT 06088