Sustain the dialogue between HCM / Payroll software firms, payroll processors, bundled payroll service providers, and retirement plan service provider.

  • Define payroll administration quality and drivers of excellence
  • Advocate for employer adoption of preferred practices
  • Facilitate 360 data exchange
execution
execution

The Execution

  • Organize annual meeting of the Coalition
  • Engage retirement plan service providers, payroll service bureaus, payroll softwarefirms, bundled payroll service providers, and HCM Suites - bring them to the table
  • Survey retirement plan service providers and payroll service providers - publish areport defining "Quality" and "Excellence"
  • Participate in HR Tech and Payroll Industry Conferences
  • Build a website, brand identity, and social media presence for the Coalition

Tangible Success Metrics

  • Percent of new and existing clients providing regular enhanced payroll feeds
    • In a timely fashion
    • In standard format
    • Consistently
    • With fewer errors

  • Other standards of excellence identified by the Coalition

metrics

benefits

Business Benefits for YOU

  • Net revenue growth
  • Cost savings resulting from easier data exchange (API)
  • Increased ROI
  • Higher quality client service
  • Fewer client defections
  • Longer client lifecycle

What's in it for CLIENTS

  • Less time administering payroll
  • Successful retirement outcomes for employees
  • Less premature employee turnover
  • Slower workforce aging
  • Lower cost of benefits
  • More competitive labor cost
  • Greater business success

metrics

Tangible Deliverables

Input into all Coalition activities

Access to (and listing in) the Report of Company Contacts (contact information for member firms)

2 company representatives at all Coalition events

18 online meetings (6 for retirement plan service providers, 6 for payroll platforms, and 6 joint meetings)

1 in-person meeting in September 2021 (2 registrations)

2 company practices reports (COPEX(k) for Retirement Plans; COPEX Pay for HCM/Payroll firms)

3 employer polls ($10,000 sample budget)

4 VIEWPOINT papers

Online demonstrations of employer workstations

Strategy paper on data exchange / EDI methods (API vs. SMTP)

5 news releases to the trade media

30 social media posts (LinkedIn and Twitter)

$5000 budget for Social Media Advertising

Your company logo and positioning statement on the website of the Coalition

Other activities as budget allows and membership needs evolve

Please enter the email address associated with your User account. Your username will be emailed to the email address on file.


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