2021 ann mtg pre12021 Annual Meeting - Virtual

September 22, 2021

Register On-line

*Registration requires an invitation code


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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.

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


Wednesday September 22, 2021

All Times Central

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. GENERAL SESSION

Discussion with a panel of Middleware companies

11:00 a.m. - 11:15 a.m.


 11:15 a.m.


  Employer/plan sponsor views on payroll, 401(k) plan, and data integration
12:15 p.m. - 1:00 p.m. LUNCH BREAK
 1:00 - 2:00 p.m. GENERAL SESSION
   Damage control and prevention: fraud and cybercrime in payroll and retirement plan administration
 2:00 p.m. BREAK
 2:15 p.m. - 3:15 p.m. GENERAL SESSION
  Collaboration and strategic partnerships - what makes or breaks the depth of relationship
  Panel:  Payroll processors and HCM/Payroll platforms TBA
 3:15 p.m. BREAK
  Strategies to enhance the collaboration between HCM/payroll platforms and retirement plan service providers
4:30 p.m. ADJOURN


Registration requires an invitation code

Register On-line


Registration Deadline

On or before August 15, 2021

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

HCM/Payroll Service Providers
All registrations: $1,750

All Registrations: $1750

After August 15, 2021
Member additional registrations: $1,450
Non-Members: $1,950


Cancellation Policy

No refunds for cancellations.  In the unlikely event that the number of registered attendees falls short of expectations, EACH Enterprise, LLC will refund the entire registration fee.