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2018 Annual Meeting

Strategies to Enhance Client Value Deploying Machines That Outperform Human Intelligence 

May 2/3, 2018
Des Moines, IA

Hosted by: Principal Financial Group

Register* On-line

*Registration requires an invitation code

Request Invitation Code


Meeting Objective

Forum for Strategic Account Management Officers at retirement plan service provider firms to exchange views and opinions about the general direction of the business and the strategic account management function.

Peer discussions focus on future trends in the industry, strategic management of accounts to meet company objectives (relationships with plan sponsors, their consultants, advisors, client relationship managers, TPAs, and operational units). Key topics attendees bring up in the registration process are discussed in depth to expose the full range of industry practices and service models.

At the 2018 Annual meeting, we will launch a thought leadership initiative to unlock client value for participating retirement plan service provider firms. This initiative will identify strategies to realize operational efficiency and client appreciation gains that employ cutting-edge data technologies in the age of singularity (artificial intelligence, robotics, mobility, wearables.)

Strategies will be documented in a 5-minute video for an audience of account managers and business unit senior managers. The video will stimulate creativity and inspire staff of participating firms to break new ground with the help of emerging tools and technologies. The goal is to deliver the video within 6 months of the Roundtable meeting.

Topics for discussion at peer roundtable sessions consist of attendee suggestions gathered in the weeks leading up to the meeting.

Who Attends

Attendance is by invitation. The invitation is extended to members of the senior management teams responsible for Strategic Account Management at major retirement plan service providers in the following markets:

  • Large and jumbo plans, small and mid-sized plans
  • Corporate, tax-exempt, higher-education, healthcare government, and Taft-Hartley market
  • Defined contribution plans, defined benefit plans, TRO and TBO/BPO - with or without payroll services
  • Across distribution channels (direct, brokerage, consultant, TPA, bank, PEO, agent and others)


  • Discussion among peers on hot topics
  • Conversation with outside speaker on account management
  • Video
    • Exclusive for contributing firms represented at the meeting
    • Internal use with Account Managers and senior management team
    • Strategies to unlock client value
    • Embracing cutting-edge tools and technologies 
  • Position description of the future (tasks performed, tools and resources, organizational support, success metrics, workload, background of recruits - education and experience, compensation structure)

Date and Time

May 2, 2018
6:30p.m. Pre-event Dinner at RōCA Restaurant on Court Avenue  

May 3, 2018
8:30 a.m. to 3:30 p.m. – Sessions

Breakfast starting at 8:00 a.m.


Principal Financial Group
DesMoines711 High Street, Room 711-2C68
Des Moines, IA 50309

Dress Code

Business Casual


Wednesday, May 2, 2018
6:30 p.m. Pre-event Dinner at RōCA Restaurant on Court Avenue  

Thursday, May 3, 2018
8:00 a.m      Continental breakfast buffet
8:30 a.m.     Introductions, Goals and Objectives 
9:00 a.m.     Providing input – Video - strategies to create client value in the age of singularity
10:15 a.m.   Break
10:30 a.m.   Emerging themes and hot topics - Roundtable Discussions

11:15 a.m.   Business disruptors and game-changing developments - Roundtable Discussions

12:00 p.m.   Buffet Luncheon
1:00 p.m.     Business models and organization - segmentation approaches - Roundtable Discussions
2:00 p.m.     Outside view on account management - Conversation with speaker to be announced
3:00 p.m.     Take-aways and next steps
3:30 p.m.     Meeting adjourns

Pre-event Networking Dinner

Wednesday, May 2, 2018 at 6:30 p.m.

RōCA Restaurant on Court Avenue  

208 Court Ave
Des Moines IA 50309


The recommended hotel is the Hyatt Place Des Moines Downtown.  The hotel is within walking distance from the meeting site.

For reservations please call the hotel directly at 1-515-282-5555.

Hyatt Place Des Moines Downtown
418 6th Avenue
Des Moines, IA  50309


Register* On-line

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


Registration deadline: Roundtable
On or before January 31, 2018 $1050
After January 31, 2018 $1275

$250 discount code for firms participating in the service model survey.

Cancellation Policy
EACH Enterprise, LLC will refund your entire meeting fee if you cancel on or before January 31, 2018.  For cancellations between  February 1, 2018 and April 15, 2018, EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175.  No refunds for cancellations after April 15, 2018.  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
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EACH Enterprise, LLC
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East Windsor CT 06088