Membership Application Calendar Year 2020

MEMBERSHIP BENEFITS

Seat / voice at biweekly videoconferences of the Coalition
Annual Meeting Registration Discount • Logo and name on the website of the Coalition
Input into Viewpoint position papers (fields in the return file, compensation and contribution data elements, other data elements)
Input into the Viewpoint position paper outlining API strategy for a 360 Payroll Data Exchange Consortium
Fact-finding interview to support API Consortium Development
Input into the Roundtable Annual Meeting (formats, topics, speakers, agenda)
Input into a survey of retirement plan service providers on payroll feed integration
Opportunity to participate in a survey for payroll service providers and software firms
Roster of contacts at payroll service bureaus, payroll software firms, bundled service providers, and retirement plan service providers

MEMBERSHIP DUES

$1,900 (+$123.50 for Connecticut Residents)

MEMBERSHIP CATEGORY

Retirement Recordkeeping Plan Service ProviderPayroll Service BureauPayroll Administration Software FirmBundled Payroll Service Provider (software and service)HCM Suite with a payroll service or software component

Invalid Input

ABOUT YOUR FIRM

Company Name

Invalid Input

Website:

Invalid Input

LinkedIn:

Invalid Input

Twitter:

Invalid Input

Retirement Plans Business

Number of plans recordkept:

Invalid Input

Number of participants in client plans:

Invalid Input

Total plan assets of client plans (millions as of 12/21/2019)

Invalid Input

Payroll Service

Number of payroll clients:

Invalid Input

Number of employees of payroll clients:

Invalid Input

Total Annual Payroll of payroll clients (in millions):

Invalid Input

Payroll Software

Number of payroll software clients:
Please type your full name.

Number of users:
Please type your full name.

MEMBERSHIP DECISION MAKER

First Name
Invalid Input

Middle Initial
Invalid Input

Last Name
Invalid Input

Nick Name
Invalid Input

Designations
Invalid Input

Title
Invalid Input

Street Address
Invalid Input

City
Invalid Input

State
Invalid Input

Zip Code
Invalid Input

Email
Invalid Input

Office Phone
Invalid Input

Mobile Phone
Invalid Input

Twitter Handle
Invalid Input

Preferred Instant Messaging platform:
Invalid Input

Instant messaging handle/number:
Invalid Input

OTHER FIRM DELEGATES ON BIWEEKLY WEB MEETINGS

First Name
Invalid Input

Middle Initial
Invalid Input

Last Name
Invalid Input

Nick Name
Invalid Input

Designations
Invalid Input

Title
Invalid Input

Email
Invalid Input

Office Phone
Invalid Input

Mobile Phone
Invalid Input

First Name
Invalid Input

Middle Initial
Invalid Input

Last Name
Invalid Input

Nick Name
Invalid Input

Designations
Invalid Input

Title
Invalid Input

Email
Invalid Input

Office Phone
Invalid Input

Mobile Phone
Invalid Input

Invalid Input