2021 ann mtg pre12021 Annual Meeting

September 22 and 23, 2021

Register On-line

*Registration requires an invitation code



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 Eastern

8:00 a.m. - 8:30 a.m.  CONTINENTAL BREAKFAST
8:30 a.m. - 8:45 a.m. WELCOME
8:45 a.m. - 9:45 a.m. OPENING SESSION

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

9:45 a.m. - 10:00 a.m. BREAK
10:00 a.m. - 11:00 a.m. BREAKOUT SESSIONS

Breakout Session 1 – Data analysis and transformation


Breakout Session 2 – Middleware companies


Breakout Session 3 – Facilitating regular meetings between HCM / Payroll platform and retirement plan service providers

11:00 a.m. - 11:15 a.m. BREAK
11:15 a.m. - 12:15 p.m. GENERAL SESSION
  Employer/plan sponsor views on payroll, 401(k) plan, and data integration
12:15 p.m. - 1:00 p.m. LUNCH
1:00 p.m. - 2:00 p.m. GENERAL SESSION
  Damage control and prevention: fraud and cybercrime in payroll and retirement plan administration
2:00 p.m. - 2:15 p.m. BREAK
2:15 p.m. - 3:15 p.m. BREAKOUT SESSIONS
  Breakout Session 4 - Facilitating data feed audits
  Breakout Session 5 - Collaboration and strategic partnerships – what makes or breaks the depth of a relationship
  Breakout Session 6 - Payroll 360 return file: fields and format, exchange process, and error correction / editing protocol
3:15 p.m. - 3:30 p.m. BREAK
3:30 p.m. - 4:30 p.m. GENERAL SESSION
  The business case for payroll and retirement plan integration – partnership opportunities (dual panel / dialogue and moderated Q&A)
4:30 p.m. ADJOURN
6:00 p.m. RECEPTION

Thursday September 23, 2021

8:00 a.m. - 8:30 a.m.  CONTINENTAL BREAKFAST
8:30 a.m. - 9:30 a.m.



Breakout Session 7 – Payroll 180 files: fields and formats

  Breakout Session 8 – Service provider transitions (payroll or 401(k)/403(b)/457)

Breakout Session 9 – Enhancing service team knowledge and communications

9:30 a.m. - 9:45 a.m. BREAK
9:45 a.m. - 10:45 a.m.


Strategies to enhance the collaboration between HCM/payroll platforms and retirement plan service providers (moderated peer discussion)

10:45 a.m. - 11:15 a.m. Coalition structure and initiatives – action plan for 2020/2021

(moderated peer discussion and polling)

11:15 a.m. ADJOURN


Registration requires an invitation code



Registration Deadline

On or before July 31, 2021

2021 Coalition Members
First two registrations: Free
Additional registrations: $950

2020 Coalition Members
All registrations: $950.00

All registrations: $1,750

After July 31, 2021
Member additional registrations: $1,450
Non-Members: $1,950

Cancellation Policy

EACH Enterprise, LLC will refund your registration fee minus an administration fee of $175 if you cancel on or before July 31, 2021. No refunds for cancellations after July 31, 2021. In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.

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