2021 ann mtg pre12021 Annual Meeting - Virtual

September 22, 2021


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Attending the 2021 Annual Meeting of the Coalition for Payroll Excellence can help you win business in competition; it can help you demonstrate the value of your services to clients, prospects, advisors, consultants, administrators, and resellers. 

Creating client value is critical for HCM / Payroll Platforms and Retirement Plan Service Providers. Employers recognize the value of collaboration between partners that follow best-in-class practices for the convenient exchange, reconciliation, and quality control of data. 

Value for plan sponsors comes in the form of administrative cost savings and business benefits from reduced employee financial stress.

  • Agreement on data exchange protocols protects the privacy and security of data in transit. In turn, these protocols help prevent fraud and cybercrime.
  • Aggregation of compensation, retirement savings, and time management information can provide employees convenient access to a consolidated view on multiple aspects of their financial life, giving them information 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.


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 partners to adopt those best practices. At the 2021 Annual Meeting, the Coalition sustains the dialogue between retirement plan service providers and HCM/Payroll platforms to fulfill its mission statement.


Attendance is by invitation.  Invitation is extended to Coalition members and non-members in the retirement plans and HCM / Payroll business.  Invited are decision makers with a strategic interest in promoting payroll administration best practices, with a focus on payroll and retirement plan data integration.  Decision makers include those responsible for 180 payroll data exchange and 360 payroll data integration, product strategy, strategic partner relationships, and related functions

  • HCM/Payroll platforms
  • Retirement plan recordkeeping service providers


Wednesday September 22, 2021

All Times Central

10:00 a.m. - 11:00 a.m. GENERAL SESSION

Discussion with a panel of Middleware companies

Sue Ricard – Cognizant
Doug Sabella – Payroll Integrations,

Tuesday October 19, 2021

All Times Central

10:00 a.m. - 11:00 a.m. GENERAL SESSION

Retrospective on the COVID-19 Pandemic – Payroll Protection Program – CARES Act, and a Recession

2:00 p.m. - 3:00 p.m. GENERAL SESSION

Collaboration and strategic partnerships – what makes or breaks the depth of relationship

Panel: Payroll processors and HCM/Payroll platforms TBA

Thursday October 21, 2021

All Times Central

10:00 a.m. - 11:00 a.m. GENERAL SESSION

Employer/plan sponsor views on payroll and 401(k) plan data integration

2:00 p.m. - 3:00 p.m. GENERAL SESSION

Strategies to enhance the collaboration between HCM/payroll platforms and retirement plan service providers



2021 Coalition Members
First two registrations: Free
Additional registrations: $495

HCM/Payroll Service Providers
All registrations: $495

All Registrations: $495

Cancellation Policy

No refunds for cancellations.


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