2021 Program of the Conversion / Implementation Team Leader Roundtable

2021 Program

Input into Roundtable activities at a planning (and naming) committee
10 one-hour online meetings (2 attendees)
1 in-person meeting – September 20-22, 2021 (Grapevine, TX)
3 committees and reports (e.g. to solve blackout period issues, to establish rules for e-distribution consent at the time of conversion, to formulate a position on QDIA mapping strategies)
2 peer company polls (e.g. conversion data management and technology, timing of contracts and service agreements)
3 tracks (data management, small plans, client-facing and plan sponsor training)
6 interviews with advisors or plan sponsors on service provider transitions
Posting of reports directed to CFOs and HROs on the 401(k) listening post Linkedin page and website
Access to (and listening in) the EACH Enterprise online retirement plan community using the Hivebrite app (access to roster of contacts among other benefits)
Your company logo and positioning statement on the website of the 401(k) listening post
Other activities as budget allows and membership needs evolve
2021 Early Membership Dues (Register by January 31, 2021: $3,800.00)
Register after January 31, 2021: $5,000.00

All meetings from 3:00 p.m. to 4:00 p.m. Eastern

January 26, February 23, March 23, April 27, May 25, June 22, July 27, October 26 and November 23

2021 Annual Meeting – September 19-21, 2021 in Grapevine, TX

On or before February 28, 2021: $3,800.00

After February 28, 2021: $5,000.00

Cancellation policy: There are no refunds for this program