2019 SPARK FoRum RetiRement industR y Nov. 3-5 • THE ... · Student Loan Genius The SPARK...

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The SPARK Institute, Inc. • Phone: 860-658-5058 • www.sparkinstitute.org

Sponso rsh ip and Exh ib i t o r O ppo r t un i t i e s

RetiRementi n d u s t RyConfeRenCeN o v. 3 - 5 • T H E B R E A K E R S • P A L M B E A C H , F L

2019 SPARK FoRum

www.sparkusa.org/spark-forum

Recent SponSoRS

SOLUTIONS FROMC O N G R U E N T

CORE

ENTERPRISEIRON

RecordkeeperThe Total IRA

100, 82, 16, 3

54, 6, 100, 0

75, 68, 63, 74

55, 42, 39, 33


Additional 2013-2014 SponsorsRecent MAteRiAl/RefReShMent SponSoRS

ENTERPRISEIRON

Smart data that speaks to your markets

SOLUTIONS FROMC O N G R U E N T

CORE

®

®


Recent MediA

Recent exhib itoRSActuarial Systems Corporation

Allianz Global Investors

ADP

Allianz Global Investors

Appo Group

Ascensus

AXA

Benefit Trust

BenefitsLink.com & EmployeeBenefitsJobs.com

BenefitsPro.Com

BlackRock

BrightScope, a Strategic Insight business

Broadridge Financial Solutions, Inc.

Cerulli Associates

Conduent

Congruent Solutions, Inc.

Convergent, LLC

Corporate Insight, Inc.

CPAS, A Xerox Company

CUNA Mutual Retirement Solutions

Custodia Financial

Creative Benefit Strategies, Inc.

dailyVest

Defined Contribution Real Estate Council (DCREC)

Deloitte Consulting

Delta Data

Dietrich and Associates

Dividend Capital Diversified Property Fund

DST / SS&C

DTCC

Empower Institutional

Enterprise Iron Financial Industry Solutions

Envestnet Retirement Solutions

Envisage Information Systems, LLC

Fiduciary Benchmarks

FIS

Fluent Technologies, Inc.

FPS Trust

Franklin Templeton Distributors, Inc.

Globe Tax Services, Inc.

GoldStar Trust Company

HealthSavings Administrators

Infosys McCamish Systems

Inspira

Invesco

Janus

J.P. Morgan Asset Management – Retirement Investments and Services

Keane

LOMA

Market Strategies International

Merrill Corporation

Mesirow Financial

Millennium Trust Company

NAREIT

New York Life / Mainstay Investments

Oculus Partners, LLC

O’Neil Data Solutions

Paychex, Inc.

PenChecks Trust

Pension Advisory Group, Inc.

PIMCO

PNC Retirement Solutions

ProcessUnity, Inc.

Prudential Real Estate Investors (PREI)

Prudential Retirement

Retiree Income

Retirement Clearinghouse, LLC

Risk Compliance Performance Solutions, LLC

Russell Investments

Sapiens

Stadion Money Management

State Street Global Advisors

Student Loan Genius

The SPARK Institute, Inc

TPA Engine

Venture Solutions

Veritas Document Solutions, An RRD Company

Vertical Management Systems, Inc.

Virtus Investment Partners

Voya Financial

vWise, Inc.

WySTAR Global Retirement Solutions

XTRAC Solutions, a Fidelity Investments company


Benefits of ParticipationThe 2019 SPARK Forum will provide opportunities for you to:

Increase your industry profile Enhance your brand and product awareness Promote your products and services to new prospects Introduce new products and services Network with industry leaders Meet with key industry media representatives Increase your professional knowledge

Who Should Sponsor/Exhibit?The SPARK Forum is the perfect venue for any company that provides products and services to the retirement services market. Among the organizations that choose the conference to support their marketing efforts through sponsorships or exhibits are:

Mutual funds and other investment management organizations

Record keeping service providers Communications and printing firms Systems and technology companies

Consulting firms Education and training companies Trust companies Outsourcing organizations Rollover service providers

Attendee ProfileBy taking an active, visible role as a sponsor or exhibitor at the SPARK Forum, you’ll have access to the top retirement industry executives, managers and other professionals who attend the conference, including:

Retirement business presidents Investment advisors and managers TPA owners and managers Fund company managers 403(b) service providers Record keeping administrators Sales and marketing executives and managers Product development executives Government affairs representatives Legal, risk management and compliance professionals

2019 SpARK foRUM


Services Exhibition Hours* Sunday: 11:00 am to 5:00 pm Set-Up

6:00 to 8:00 pm Reception Monday: 7:00 to 8:00 am Breakfast

9:50 to 10:20 am Morning Break 2:00 to 2:30 pm Afternoon Break 5:00 to 7:00 pm Reception Tuesday: 7:00 to 8:00 am Breakfast

10:00 to 10:30 am Morning Break Tear down is from Noon - 1:00 pm on Tuesday, following

the last session. * Times subject to change.

SPARK Forum Web SiteFor the latest information and updates on the conference agenda and further details, please make regular visits to the SPARK Forum web site: www.sparkusa.org/spark-forum.

ContactTo register as a Sponsor or Exhibitor, please contact:

Marlene Jung, COO, CFOThe SPARK Institute, Inc.Phone: 860-658-5058Email: [email protected]

Hotel InformationThe SPARK Forum will be held at the magnificent Breakers Hotel, Palm Beach, Florida. Due to our long standing relationship with the facility, we have negotiated a reduced hotel rate of $325 per night.

You may reserve your hotel room online at the SPARK Forum website, www.sparkusa.org/spark-forum/hotel-registration.php

If you have any questions, please contact Joe Berry at 860-344-7026, or by email at [email protected].

Session sponsorship opportunities at this year’s Forum can include topics targeted to the following audience: 401(k) service providers Record Keepers Financial advisors Cyber Security professionalsIf you are interested in raising your profile among any of these audiences, please contact Marlene Jung for details on the session sponsorships and the benefits for your organization. Phone: 860-658-5058 Email: [email protected]

2019 SpARK foRUM

Services Exhibition Floor Plan

12

21

208

10

1119

18

9

3 6 72

15 1617FOOD BAR

WAT

ER

STAT

ION

FOO

D

22-23

34

36

35

45

43

44

27

26

30

28

29

37

38

42

40

41

33

31

32

WAT

ER

STAT

ION

14 13

41

24

25

39

5

SAMPLE


Principal Sponsorship Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Golf Tournament Sponsorship Opportunity . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Material Sponsorship Opportunities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Meal/Refreshment Sponsorship Opportunities . . . . . . . . . . . . . . . . . . . . . . . 12

Other Sponsorship Opportunities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Media Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Exhibitor Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Advertising Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Important Information, Requirements and Limitations . . . . . . . . . . . . . . . . . . 16

Recent SPARK Conference Attendee Companies . . . . . . . . . . . . . . . . . . . . 17

2019 SpARK foRUM


pRincipAl SponSoRShip oppoRtUnitieS

Exclusive Platinum Sponsorship – $25,000 An 8’ x 20’ double exhibit booth space in the Services Exhibition. First choice of prime booth location.

Five conference registrations for sponsor’s employees

Six conference registrations for sponsor’s customers and/or prospects

An ad on the SPARK and SPARK Institute web sites for 90 days

Company logo and link throughout the SPARK Forum web site

Digital listing with your logo, contact information and company description (100 word limit)

Pre and post conference mailings (supplied by sponsor) to attendees, plus postage

Special recognition signage Opportunity to provide one white paper or other educational document (supplied by sponsor) which will be available to attendees in our conference app.

Gold Sponsorships – $15,000 An 8’ x 10’ exhibit booth space in the Services Exhibition. Choice of prime booth location based on order of commitment (i.e., priority over other sponsors except Platinum)

Four conference registrations for sponsor’s employees

Five conference registrations for sponsor’s customers and/or prospects






100, 82, 16, 3

54, 6, 100, 0

75, 68, 63, 74

55, 42, 39, 33


Silver Sponsorships – $12,500 An 8’ x 10’ exhibit booth space in the Services Exhibition. Choice of prime booth location based on order of commitment (i.e., priority over other sponsors except Platinum and Gold)

Three conference registrations for sponsor’s employees

Four conference registrations for sponsor’s customers and/or prospects






ENTERPRISEIRON

pRincipAl SponSoRShip oppoRtUnitieS

Bronze Sponsorships – $15,000 An 8’ x 10’ exhibit booth space in the Services Exhibition. Choice of prime booth location based on order of commitment (i.e., priority over other sponsors except Platinum, Gold and Silver)

Three conference registrations for sponsor’s employees

Fifteen conference registrations for Advisors only An ad on the SPARK website for 30 days Company logo and link throughout the SPARK Forum website




Golf Sponsorship Cost - Call for details

Achieve high visibility among the golfers playing in the SPARK Forum Golf Tournament at The Breakers on Sunday morning. We will customize the tournament to fit your company’s needs. Please contact SPARK to create your own golf package. The base golf tournament sponsorship includes:

An 8’ x 10’ exhibit booth space in the Services Exhibition

Four conference registrations for sponsor’s customers and/or prospects

Four golf tournament registrations

Company logo throughout the SPARK Forum web site


Pre or post conference mailing (supplied by sponsor) to attendees, plus postage

Special recognition signage

Recognition during the announcement of prize winners

Potential package items include: Company logo on coolers, balls, tees, gloves, towels, and caps

Coffee and danish for golfers at tournament check-in

Dedicated beverage and luncheon cart for golfers

Gol f tournament Sponso r sh ip

Conference Beach Towels* SOLD – $12,500 The towels will be handed out to attendees at registration.

Company name/logo printed along with SPARK Forum information

Company logo throughout the SPARK Forum Conference web site




Mate r i a l Sponso r sh ip oppor tun i t i e s

Conference Tote Bag* SOLD – $12,500 Distributed to all attendees at registration.

Company name/logo imprinted on the Conference Tote Bags

Two conference registrations for sponsor’s employees Company logo and link throughout the SPARK Forum web site




(Continued on next page)

* Printing specifications and deadlines apply, please call for details.



Mate r i a l Sponso r sh ip oppor tun i t i e s

Name Tag Lanyards* SOLD – $8,500 Distributed to all attendees at registration.

Company name/logo woven on Name Tag Lanyards Two conference registrations for sponsor’s employees Company logo and link throughout the SPARK Forum web site




Mobile App Presenting Sponsor - $12,500 Generate high visibility for your company as the exclusive, presenting sponsor of our newly designed mobile app.

Company name/logo featured as app sponsor every time the app is opened or refreshed

Three conference registrations for sponsor’s employees Company logo and link throughout the SPARK Conference website

Digital listing with your logo, contact information and company description (100-word limit)

Pre and post conference mailing (supplied by sponsor) to attendees, plus postage

Company logo displayed on the app sponsor page Special recognition signage Opportunity to provide one white paper or other educational document (supplied by sponsor) which will be available to attendees in our conference app.

Pocket Agenda* SOLD– $3,500 The Pocket Agenda will be distributed to all attendees at registration.

Company name/logo prominently displayed on the agenda used throughout the Conference




Charging Station Sponsor - $12,500Provide an invaluable service with this exclusive branding opportunity. Stations are provided for attendees who need to charge a mobile device, at no cost. They charge quickly and are highly utilized. An exclusive branding opportunity in high-traffic spots.

Sponsor logo/branding on charging station Three conference registrations Company logo and link throughout the SPARK Forum web site





Mea l /Re f r e shment Sponso r sh ip oppor tun i t i e s

Conference Registration* – $3,500 Conference attendees will be greeted with refreshments as they arrive to register for the conference.

Napkins imprinted with your company name/logo Assorted refreshments and snacks during registration Company logo and link throughout the SPARK Forum web site




Sunday Evening Reception* – $7,500 Make a real impression on attendees at the first conference function.

Beverage napkins and beverage cups imprinted with your company name/logo

Two conference registrations for sponsor’s employees Company logo throughout the SPARK Forum Conference web site




After Hours Networking SOLD – Call for DetailsGenerate high visibility for your company by sponsoring the after hours networking event in the Beach Club. We will customize the reception to fit your company’s need.

The base package includes: Special recognition and customized signage as our After Hours Networking Sponsor

Branded VIP E-vite (created by SPARK) to conference attendees to personally invite them to attend

Promotion of Networking Event in the Conference Mobile App





Monday Breakfast* SOLD– $3,500

Beverage cups and napkins imprinted with your company name/logo





Monday Morning Break* SOLD – $3,500

Beverage cups and napkins imprinted with your company name/logo.





Monday Luncheon* – $5,500 Generate high visibility for your company by sponsoring the only luncheon during the conference, with the added opportunity to provide a gift with your name/logo to each attendee as they sit down for lunch.





Monday Afternoon Break* SOLD – $3,500








Tuesday Morning Break* SOLD – $3,500






Water Station Sponsorship* – $5,500 Insulated tumbler cups (with lid and straw) imprinted with your company name/logo will be available at water stations throughout the conference.

Company logo and link throughout the SPARK National Conference web site




Conference Mints* – $3,500 Company name/logo imprinted on mints distributed at all conference sessions




Mea l /Re f r e shment Sponso r sh ip oppor tun i t i e s

Monday Evening Reception*A company may become a co-sponsor of one or more of the following individual sponsorships. Contact SPARK staff to discuss further options:

Beverage Service Hors d’Oeuvres

All sponsorships include: Napkins imprinted with your company name/logo (napkins and cups included with beverage service)





Tuesday Breakfast* SOLD – $3,500

Beverage cups and napkins imprinted with your company name/logo





YOUR LOGO HERE

YOUR LOGO HERE



other Sponso r sh ip oppor tun i t i e s

Room Key Cards* SOLD – $7,500First impressions are lasting impressions, so be the first to make an impression on all SPARK Forum attendees.

Company name/logo and message on Room Key Cards distributed to attendees upon check-in

Two conference registrations for sponsor’s employees Company logo and link throughout the SPARK Forum web site




Sunday or Monday Evening Turn-Down Service* – $5,000

Company logo on gourmet chocolates placed on each attendee’s pillow





Monday or Tuesday Newspaper Delivery* – $5,500 Company name/logo printed on label affixed to The Wall Street Journal delivered to each attendee registered at the hotel

Company logo and link throughout the SPARK Forum Conference web site



Pens* – $3,000 Sponsor-provided pens with company logo or corporate message distributed with pads at each general session




Chair Drop* – $3,500 Your marketing piece will be placed on the chair of each attendee prior to a selected general session.



Special recognition signage Sponsorship opportunity is limited

Sunday Room Drop – $3,500

Monday Room Drop – $3,500 additional hotel charges may applyYour marketing piece delivered directly to the room of every attendee for the evening selected.




Pre-Conference Mailing – $1,000, plus postageSend a pre-conference solicitation to your prospects. Items will be mailed the week before the conference and must be received at SPARK fully assembled with postage and ready for mailing no later than Friday, Oct. 19.

Post-Conference Mailing – $1,000, plus postageItems will be mailed the week after the conference to all registered attendees and must be received at SPARK fully assembled with postage and ready for mailing prior to the conference.



The Services Exhibition at the SPARK Forum provides the perfect venue for you to showcase your products and services to the industry’s top decision makers. With exclusive exhibit hours, exhibitors will have significant opportunities to showcase products and services, network, develop prospects, and meet with current clients.

Exhibitor Package – $3,500 single / $5,500 double

An 8’x10’ exhibit booth space in the Services Exhibition (8’x20’ for double booth space)

One conference registration (two for double booths)


Company logo and link throughout the SPARK conference web site

Web Ad – Call for DetailsAs the primary source for details and registration for the SPARK National Conference, the SPARK web site will receive heavy traffic before and after the conference. Limited ad space is available to promote your company, including a link on our conference web site. For details, contact:

Marlene Jung at 860-658-5058 or [email protected].

Conference Event App Advertising – Call for DetailsAdvertising space is available in our new Conference App, which will be the primary onsite resource for the conference including the agenda, session and speaker information, detailed sponsor and exhibitor information and social media feeds. A limited number of banner ads will be available that will allow sponsors to increase their advertising impressions and further engage attendees.


For information and availability contact:Marlene Jung, COO, CFOThe SPARK Institute, Inc.

Phone: 860-658-5058Email: [email protected]

Med ia Sponso r sh ip s Ava i l ab l e

exh ib i to r i n fo rmat ion

Adve r t i s i ng oppor tun i t i e s


Sponsorship benefits are subject to change and substitution with benefits of equal or greater value when necessary due to circumstances beyond our reasonable control (e.g., weather and facility limitations).

Sponsorship opportunities are limited, and are assigned on a first-come, first served basis.

Membership in SPARK is required for exhibitors or sponsors.

Vendor members must exhibit in order to attend the conference.

Signs and other promotional material are limited to the Services Exhibition.

Sponsors and exhibitors may not sponsor or host competing events on or off-site during Conference sessions and functions.

All sponsor and exhibitor logos, company descriptions, and other information must be received by the stated deadlines in order to be included in designated print materials.

All exhibitors will receive an Exhibitor Services Manual from the drayage company, Arata Expositions, Inc., with details regarding shipping, set up, etc. The Manual will include information about ordering tables, chairs, special power hook-ups, audio-visual equipment, phone lines, etc. These additional costs are not included in the Exhibitor Fee. All shipping arrangements must be made through Arata Expositions, Inc. as the hotel will not accept direct shipments.

SPARK and the hotel are not responsible for exhibitors’ equipment and materials.

Cancellation Policy - Sponsorship and exhibitor commitments cannot be cancelled, and the associated fees are non-refundable. Sponsorship and exhibitor fees are non-transferrable to future conferences or events.

impor t an t i n fo rmat ion , Requ i r ement s & l im i t a t i on s

NOVEMBER 2019

SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY

1 2

3 4 5 6 7 8 9

10 11 12 13 14 15 16

17 18 19 20 21 22 23

24 25 26 27 28 29 30


Recen t SpARK con fe rence At tendee compan i e s

401(k) Advisor401kDIRECT401kWireABG Retirement Plan ServicesAccess Data, A Broadridge CompanyActuarial Systems Corp. (ASC)ADP Retirement ServicesAFS Financial GroupAGH Wealth AdvisorsAHC (Anthony Hodges Consulting)AIGAlerus Retirement SolutionsAllen, Gibbs & Houlik, L.C.AllianceBernsteinAllianz Global InvestorsALM Media LLCALPS, A DST CompanyAlston & Bird LLCAltus GroupAmerican Benefits CouncilAmerican Century InvestmentsAmerican Enterprise InstituteAmerican FundsAmerican PensionsAmerican PortfoliosAmerican Retirement AssociationAmeritas Life Insurance Corp.Aon HewittAPPO GroupAQR Capital ManagementArchimedes SystemsAris Retirement ServicesArlington Benefits GroupArnerich Massena EducationAscensusAspen InstituteAspire Financial ServicesASPPA/NAPAAsset International, Inc.Asset Strategy ConsultantsAssociated Trust CompanyAustin Capital, LLC AXA Equitable LLCBaillie GiffordBaird AdvisorsBanc of CaliforniaBank of America Merrill LynchBaringsBB&TBD Consulting GroupBenefit Consultants GroupBenefit Trust

Benefits SellingBenefitsLink.comBenefitsPro.comBerkshire Asset ManagementBipartisan Policy CenterBlackRockBloomberg BNABlueStarBluff Point AssociatesBMO Harris Bank, N.A.BNABNP Paribas Investment PartnersBNY MellonBOK FinancialBoston FinancialBPASBridgePoint Group, LLCBrightScope, a Strategic Insight businessBrightwork Partners, LLCBristol Health ServicesBroadridge Financial SolutionsBryan, Pendleton, Swats & McAllisterCafaro GreenleafCallan AssociatesCalvert GroupCambridge Investment ResearchCammack RetirementCanandaigua National BankCapital Bank & Trust CompanyCapital Retirement Plan Services, Inc.Capstone Retirement GroupCapTrust Financial AdvisorsCascade Financial ManagementCastle Rock InnovationsCDM Retirement ConsultantsCenter for Fiduciary Management LLCCenturion Group, LLCCerulli AssociatesCetera Financial GroupChandler, OíRear & AssociatesChao & Company, Ltd.Charles SchwabChesapeake Benefit PartnersCIO Executive AdvisorsClarion PartnersClark Capital Management Group, Inc.CMC Interactive LLCCody Partners, LLCCognizant Technology SolutionsCohen & SteersColorado National BankColumbia Management

Commonwealth Financial NetworkCompass Financial Partners, LLCComprehensive Benefit Services, Inc.ConduentCongruent Solutions, Inc.ConvergentCorporate Insight, Inc.CPI Qualified Plan ConsultantsCPS Investment AdvisorsCreative Benefit Strategies, Inc.CUNA Mutual Retirement SolutionsCustodia FinancialDailyAccess CorporationDavenport & CompanyDavid K. Young Consulting, LLCDavis & Harman LLPDCIIADCRECDeloitte Consulting LLPDeloitte Tax LLPDelta DataDepartment of Homeland SecurityDeutsche BankDietrich and Associates, Inc.Dimensional Fund AdvisorsDiMeo Schneider & AssociatesDividend CapitalDrinker, Biddle & Reath, LLPDSTDTCCDuPont CompanyDWS InvestmentsEagle Asset ManagementECGeClerxEdelman Financial ServicesEdward JonesEJReynolds, Inc.Elliott Davis Decosimo, PLLCEmployee Benefit AdvisorEmployee Benefit NewsEmployee Benefit Research InstituteEmployee FiduciaryEmployeeBenefitsJobs.comEmpower InstitutionalEnquironEnterprise Iron Financial Industry SolutionsEnvestnet Retirement SolutionsEnvoy FinancialEPIC Advisors, Inc.ePlan Services, Inc.Euromoney Institutional Investor



ExpertPlanFederal Retirement Thrift Investment BoardFederated InvestorsFELA | LifeCentsfi360Fidelity Institutional Wealth ServicesFidelity InvestmentsFiduciary Benchmarks Fiduciary Capital Management, Inc.Fiduciary Plan Governance, LLCFifth Third Institutional ServicesFinaConnectFinancial Network Investment CorporationFinancial Services Information Analysis and Sharing

CenterFirst State Trust CompanyFIS Retirement ServicesFluent TechnologiesFranklin Templeton InvestmentsFreeERISA.comF-Squared InvestmentsFund ActionFund IntelligenceGalliard Capital ManagementGE Asset ManagementGenpactGenworth FinancialGeorgetown UniversityGerstein FisherGiller & CalhounGlenmede Investment ManagementGlobal Index AdvisorsGlobal Investment Management, LLCGlobeTax GLP Strategic Administrative Group LLCGoldman SachsGoldStar Trust CompanyGreat American Financial ResourcesGroom Law Group, CharteredGRPAAGuardian Life Insurance Company of AmericaGuidedChoiceHand Benefits & Trust, a BPAS CompanyHealthSavings AdministratorsHelloWallet, LLCHengtian Highmark HealthHITRUST AllianceHogan Lovells US LLPICMA-RC

iGATEIgnites ResearchiJoin SolutionsIllinois State Treasurer’s OfficeIndustrial Medium SoftwareInfosys McCamish SystemsIngham Retirement GroupInnovest Portfolio Solutions, LLCInsight Wealth Solutions, LLCInspiraInstitutional InvestorInsured Retirement InstituteIntegrated RetirementInvescoInvestment Advisor MagazineInvestment NewsInvestmentWiresInvestor SolutionsIRSJ.P. Morgan Asset Management -- Retirement

Investments and ServicesJanney Montgomery Scott, LLCJanus Capital GroupJanus LabsJohn HancockJudy Diamond AssociatesJuly Business ServicesKarp Capital ManagementKeaneKeller Benefit ServicesKeystone PartnersKindred HealthcareKiplingerísKnowledgentKPMGLazard Asset ManagementLeadership Center for Investment StandardsLifetime Wealth Advisors, LLCLighthouse Strategic AdvisorsLIMRALincoln Financial GroupLockton CompaniesLOMALondon Life InsuranceLPL FinancialLynchval Systems WorldwideManagers Investment GroupManning & Napier Advisors, Inc.Marco Consulting GroupMarketUp, LLC

Marsh Risk ConsultingMarshall & Ilsley Trust CompanyMassMutual Financial GroupMathew Greenwald & AssociatesMatrix Financial Solutions, a Broadridge CompanyMcGraw-Hill Financial CommunicationsMcKinsey & CompanyMeltzer Retirement Plan ServicesMercerMerrill CorporationMesirow FinancialMetLifeMFS Investment ManagementMidamerica Administrative & Retirement Solutions,

Inc.Milestone Investments, Inc.Millennium Investment & Retirement AdvisorsMillennium Trust CompanyMillimanMoney-Media, A Financial Times CompanyMontgomery Retirement Plan Advisors, Inc.Moore Wealth, Inc.Morgan StanleyMorley Financial Services, Inc.MorningstarMRPMutual of OmahaNAPLIANAREITNational Automobile Dealers AssociationNational Benefit Services, LLCNational Life GroupNational UnderwriterNationwide FinancialNCP SolutionsNEPSNeuberger BermanNew York LifeNewport GroupNextCapitalNexus Financial ServicesNorthern TrustNRECAOculus Partners, LLCOk401k, Inc.OneAmerica Financial PartnersOppenheimerFundsPacific LifePAiPantheon


Paradigm Capital ManagementPartners GroupPatterson Financial GroupPaychex, Inc.PenChecks TrustPension & Benefits DailyPension Advisory Group, Inc.Pension Dynamics CorporationPension Financial Services, Inc.Pension PlanetPensions & InvestmentsPentegra Retirement ServicesPershing, LLCPew Charitable TrustsPFS InvestmentsPGIM Real EstatePiedmont Independent FiduciariesPIMCOPioneer InvestmentsPlanAdviserPlanserve Data SystemsPNC BankPotomac Wealth ManagementPrincipal Financial GroupProcessUnityProfessional Capital ServicesProfessional Development SolutionsProvenance Wealth Advisors LLCPrudential Real Estate InvestorsPrudential RetirementPSA Financial AdvisorsPutnam InvestmentsPwCQP ConsultingRamsey Solutions - SmartDollarRaymond James & AssociatesRCP SolutionsReliance Trust, an FIS CompanyRenaissance Benefit AdvisorsRetirement Alliance, Inc.Retirement Clearinghouse, LLCRetirement Horizons, Inc.Retirement Income JournalRetirement Learning CenterRetirement Planners & AdministratorsRetirement Playbook, Inc.Retirement Research, Inc.Rimkus, Marciano & AssociatesRiverBay Investment Group, LLCRolloverSystems

RREEFRS InvestmentsRussell InvestmentsRVK, Inc.S&P Capital IQ Financial CommunicationsSageview Advisory GroupSallie MaeSapiensSaveDaily, Inc.SCICOM Data ServicesSecurianSecurity BenefitSegal GroupSEISentry Life Insurance CompanyShoeFitts MarketingSibson ConsultingSimoneaux & Stroud Consulting ServicesSmart401kSocial Security SolutionsSouthwest Securities, Inc.Spectrem GroupStable Value Investment AssociationStadion Money ManagementState of DelawareState Street Global AdvisorsSterling Resources, Inc.Stonestreet Equity, LLCStudent Loan GeniusSunTrust BankT. Rowe Price Retirement Plan Services, Inc.TASCTax AnalystsTax NotesTD AmeritradeTegrit GroupThe Atlantic Group-Morgan StanleyThe Bancorp BankThe Brookings InstitutionThe HartfordThe Journal of RetirementThe Lapps GroupThe Madison CoalitionThe Omni GroupThe Online 401(k)The Retirement Plan Company, LLCThe Retirement Readiness InstituteThe Standard Insurance CompanyThe Vanguard GroupThe Vita Companies

Thompson Hine, LLPTIAATIAA-NuveenTicker.comTotal Benefit Communications, Inc.Towers WatsonTPA EngineTrademark Capital ManagementTransamerica Retirement SolutionsTreacy & CompanyTrinetTSA Consulting Group, Inc.U.S. BankU.S. Department of LaborU.S. Department of TreasuryU.S. Government Accountability OfficeUbiquity Retirement & SavingsUBS Financial ServicesUnited Retirement Plan ConsultantsUSAAUSI Consulting GroupUSVI PensionsVALICVan Eck GlobalVanguard GroupVenture SolutionsVeritas Document Solutions, An RRD CompanyVertical Management SystemsVirtus Investment PartnersVoya FinancialVoya Investment ManagementvWise, Inc.Wabash Capital, Inc.WalmartWard Financial Advisory GroupWashington Financial GroupWashington PostWells Fargo Health Benefit ServicesWells Fargo Institutional Retirement and TrustWEMA Senior StrategiesWilliam BlairWillis Towers WatsonWilmington Trust CompanyWilshire Associates, Inc.Winona National BankWinsteadXinnovation, Inc.XTRAC Solutions, a Fidelity Investment Company


2019 SPARK FoRum RetiRement industR y Nov. 3-5 • THE ... · Student Loan Genius The SPARK...

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Transcript of 2019 SPARK FoRum RetiRement industR y Nov. 3-5 • THE ... · Student Loan Genius The SPARK...