Coalition for Payroll Excellence September 2019
Coalition for Payroll Excellence 2019 Annual Meeting
Coalition for Payroll Excellence
2019 Annual Meeting
Creating Connections in Payroll and Retirement
September 17/18/19, 2019
Saint Paul, MN
Hosted by: SECURIAN Financial
Register On-line
*Registration requires an invitation code
Request Invitation Code
CURRENT CONTEXT - MEETING OBJECTIVE - AUDIENCE - VENUE
AGENDA - DRESS CODE - HOTEL - REGISTER - COST
CURRENT CONTEXT
Creating client value is critical for both Payroll and Retirement Plan Service Providers. Employers recognize the value of collaboration between retirement plan service providers that follow best-in-class practices: protocols for the convenient exchange, reconciliation, and quality control of data saves employers time and resources. Agreement on data exchange protocols that protect the privacy and security of data in transit helps prevent employers from fraud and cybercrime. Done properly, aggregation can provide employees convenient access to a consolidated view on multiple aspects of their financial life, giving them information they need to enhance their financial well-being and retirement readiness.
Ultimately, connections between payroll and retirement plan service providers that observe best-in-class practices helps employers contain workforce aging, control labor cost, and enhance competitiveness..
MEETING OBJECTIVE
The mission of the Coalition is simple: to advocate for payroll administration excellence, to define payroll administration excellence and best practices and finally, to encourage employers and their payroll providers to adopt those best practices. At its Annual Meeting, the Coalition sustains the dialogue between retirement plan service providers, payroll service providers and payroll administration software firms to fulfill its mission statement.
| Retirement Plan Service Providers (Coalition Members) | Payroll Service Providers Invited | ||
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The mission of the Coalition is simple: to advocate for payroll administration excellence, to define payroll administration excellence and best practices and finally, to encourage employers and their payroll providers to adopt those best practices. At its Annual Meeting, the Coalition sustains the dialogue between retirement plan service providers, payroll service providers and payroll administration software firms to fulfill its mission statementAttendance is by invitation extended to Coalition members and non-members. The invitation is extended to decision makers at payroll service providers and retirement plan recordkeeping service providers with a strategic interest in promoting payroll administration best practices, with a focus on payroll and retirement plan data integration.
- Payroll service providers
- Payroll administration software platforms
- Retirement plan recordkeeping service providers
Decision makers include those responsible for 360 payroll data integration, product strategy, strategic partner relationships, and related functions
DATE, TIME, AND VENUE
September 17, 2019
6:00p.m. - Pre-event Networking Dinner
Public Kitchen & Bar
229 E. 6th Street
St. Paul, MN 55101
September 18, 2019
8:00 a.m. - Breakfast
8:15 a.m. to 5:00 p.m. – Sessions
September 19, 2019
8:00 a.m. – Breakfast
8:15 a.m. to 12:00 p.m. - Sessions
VENUE
SECURIAN Financial
400 Robert Street North
Saint Paul, MN 55101
AGENDA
Tuesday September 17, 2019 (Pre-event)
5:45 p.m. Meet in Hotel Lobby
6:00 p.m. Pre-event Dinner at Public kitchen & bar
Wednesday September 18, 2019
8:00 a.m Continental breakfast buffet
Location: Mutuality Room
8:15 a.m. Opening, Welcome, and Meeting Objectives
Location: Mutuality Room
8:45 a.m. Hot Trends in Payroll and Retirement: On-demand Pay, Financial Wellness, Well Being,, and Retirement Readiness
Moderator: Eric Henon - EACH Enteprise
Panelists: Eugeny Prudchyenko - Evoshare
Burke Rice - Rapid Paycard
John Tabb - Questis
At this session, we will discuss emerging trends and themes in retirement plans and in payroll, how these trends impact the way the two trades work with each other, and the impact of these trends on the need for and benefits of data exchange in the next two or three years.
Location: Mutuality Room
9:45 a.m. Transition
9:50 a.m. A Success Story in Payroll and Benefits Data Aggregation and Quality Management
Interviewer: Lisa Lobato - Empower-Retirement
Speaker: Nick Foucault - Points North
At this thought-provoking session, we will hear how a firm successfully delivers valuable funding reports and quality management tools to CFOs and HROs of multi-site, multi-vendor organizations aggregating data from Payroll Service, Retirement Plan Service, and other Benefits Providers. Lessons learned in the Tax-exempt, Association, and Davis-Bacon markets help payroll service providers and retirement plan recordkeeping firms enhance client value across all market segments
Location: Mutuality Room
10:50 a.m. Refreshment Break
11:05 a.m. Hires, Terminations, Rehires, and Internal Transfers: Implications of Staff Motions for Payroll and Retirement Plan Service Providers
Moderator: Anthony Garcia - The Standard
Location: Mutuality Room
12:05 p.m. Lunch
12:45 p.m. Employer Perspective: Payroll Decision Maker and Retirement Plan Committee Working Hand-in-Hand
Interviewers: Eric Henon - EACH Enterprise and Kevin Sale - Securian Financial
Guest Speaker: Amanda Geist - Premier Water, Inc.
Interview of a plan sponsor and payroll decision maker on findings of a focus group of payroll decision makers. From this interview, we will draw implications for the Coalition and its members for 2019 and 2020.
Location: Mutuality Room
2:00 p.m. Transition
2:15 p.m. Moderated Peer Discussion Roundtable Sessions on Strategic Issues
Breakout 1 - Service Provider Transitions in Payroll and Retirement
Moderator: Scott Stewart - Nationwide
Location: Ingenuity Room
Breakout 2 - Choice Architecture in Payroll and Retirement: Default Elections and Auto Features
Moderator: Matt Berg - Ascensus
Location: PartnershipRoom
3:30 p.m. Break
3:45 p.m. Moderated Peer Discussion Roundtable Sessions on Strategic Issues
Breakout 3 - Enhancing Data Quality
Moderator: Kim Thompson - AIG Retirement
Location: Ingenuity Room
Breakout 4 - Global Compensation and Retirement: Compensation Categories and Money Types
Moderator: Eric Henon - EACH Enterprise
Location: PartnershipRoom
5:00 p.m. Adjourn for the day
6:30 p.m. Dinner
Gray Duck
345 Wabasha Street N
St. Paul, MN 55102
Thursday September 19, 2019
8:00 a.m Continental breakfast buffet
8:15 a.m. Moderated Peer Discussion Roundtables Sessions on Strategic Issues
Breakout 5 - Payroll Advances, Plan Loans, Hardship Withdrawals, Installment Payments, and Required Minimum Distributions
Moderator: Eric Henon
Location: Ingenuity Room
Breakout 6 - Defining Service Excellence and Impact of Employee and Employer Self-service on Data Quality in the Payroll and Retirement Businesses
Moderator: John McManus - TIAA
Location: Partnership Room
9:15 a.m. Refreshment Break
9:30 a.m. Payroll and Retirement Plan Administration for Common Employees: Control Groups, Multiple Employer Plans, and Professional Employer Organizations
Moderator: Lisa Larson - Ascensus
Location: Mutuality Room
10:30 a.m. Transition
10:35 a.m. Payroll 360: Return File / E-back File Data Elements
Co-Moderators: Morgan Kruser - Prudential Retirement
Mitchell Lightman - Exact Payroll Inc.
Location: Mutuality Room
11:30 a.m. Action! - Mutuality Room
Collaborative session to outline a joint plan of action on shared priorities for 2019/2020
Location: Mutuality Room
12:00 p.m. Adjourn and Lunch boxes
Casual for the pre-event, Business Casual for meetings and event dinner
HOTEL
DoubleTree by Hilton Hotel St. Paul Downtown - 651-291-8800
411 Minnesota Street
St. Paul, MN 55101
Please call the hotel directly by August 27, 2019 and identify yourself as a member of the Coalition for Payroll Excellence in order to receive the room block rate of $169.00 not including taxes/incidentals.
REGISTER
Registration requires an invitation code. Payments by credit card, debit card, check or ACH
Register On-line
*Registration requires an invitation code
Request Invitation Code
Registration Deadlines and Cost Per Attendee
| Registration Deadline | |
| On or before August 31, 2019 | |
| Retirement Plan Service Providers | |
| Coalition Members | $950 |
| Non-members | $1450 |
| Payroll Service Providers | $950 |
| After August 31, 2019 | |
| All Registrations | $1750 |
Cancellation Policy
EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175 if you cancel on or before August 31, 2019. No refunds for cancellations after August 31, 2019. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.
