ProMotion

ProMotion is a training and certification program for service provider transition specialists of retirement plan advisor practices and third party administration firms. Attendees who receive an 80% passing grade upon completion of the course receive the Transition üSuperstar designation. There is no fee to maintain the designation.

June 12/13, 2018
Portland, OR

ATTENDEE PROFILE:

ProMotion is particularly relevant to associates of retirement plan advisory practices and third-party administrator firms responsible for successfully transitioning plans from one provider to the next.

  • Retirement plan investment advisors
  • Third party administration firm owners and partners
  • Client relationship managers of retirement plan advisory practices
  • Operations managers of plan advisory practices
  • Technical consultants of TPA firms
  • Others with responsibility for transitioning defined contribution plan service providers

At this one-of-a-kind event, attendees will:

  • Acquire advanced knowledge of the retirement plan provider transition process
  • Perform in-person due diligence of the new business implementation teams of 10+ major recordkeeping service providers
  • Discuss provider transition practices and case-in-point examples with your peers and providers
  • Provide input and feedback to a consortium of retirement plan recordkeeping service providers
  • Participate in an industry initiative to enhance the efficiency and effectiveness of the retirement plans business
  • Become a Certified Transition üSuperstar

Seven hours of fun educational experience.

  • Two formal learning sessions
  • Provider due diligence round-robin exhibit hall
  • One timeslot for breakout peer best practice discussions
  • On-line quiz to attest of your educational achievement
  • One short session of take-aways, discussions, recommendations and next steps

Featured recordkeeping service providers:

  • List to be announced

ProMotion Registration Cost:

$300 (waived for qualified applicants)

There is no additional cost to maintain your certification for the first three years following your successful completion of the program.

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Contact Us

Phone: (860) 653-1701
Fax: (860) 838-2830
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

EACH Enterprise, LLC
61 Rainbow Road
East Granby, CT 06026