Join the online community of EACH Enterprise, the Retirement Advisor Council, and the Coalition for Payroll Excellence. comm mem btn

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

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



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


Tangible Deliverables

2022 Program

Membership includes:

  • Your company logo and positioning statement on the website of the Coalition
  • Access to the EACH Enterprise online community app (and the group of the Coalition in the community)
  • 2 company representatives at all Coalition events
  • 11 online meetings in 2022
  • In-person Annual Meeting in September 2022 (2 registrations)
  • The SCOOP magazine - 4 quarterly issues in 2022
  • Input into one employer poll ($3,000 sample budget)
  • 2 VIEWPOINT papers
  • Online demonstrations of employer workstations
  • Strategy paper on data exchange / EDI methods (API vs. SMTP)
  • 5 news releases to the trade media
  • 20 social media posts (LinkedIn and Twitter)
  • $5000 budget for Social Media Advertising
  • Input into recruit of a membership sales and member relationship development consultant with HCM / Payroll background
  • Input into all Coalition activities
  • Other activities as budget allows and membership needs evolve


Download the Membership Application here

2022 Membership Dues

  • Retirement Plan Service Providers: $5.300
  • HCM/Payroll Platforms/Others: $3,700

This cost includes two registrations at all Coalition events including the in-person Annual meeting in September 2022. 

In addition, participating firms are expected to contribute data to the COPEX(k) and COPEX Pay company practices studies, and to devote staff time to committee activities.

This program is based on $100,000 revenue from membership dues. 

Click here for 2022 program of the Conversion Implementation Team Leader Roundtable.


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