2018 SPARK National Conference - custom.cvent.com · Recent Media Recent Exhibitors Actuarial Systems Corporation Allianz Global Investors ADP Allianz Global Investors Appo Group

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2018 SPARK National Conference

R e t i R e m e n t i n d u s t R y C o n f e R e n C e

June 14 -15 • GayloRd nat ional R esoRt, nat ional HaRboR , md


Recent Sponsors

SOLUTIONS FROMC O N G R U E N T

CORE

ENTERPRISEIRON

RecordkeeperThe Total IRA

NOW PART OF SS&C


Additional 2013-2014 SponsorsRecent Material/Refreshment Sponsors

ENTERPRISEIRON

Smart data that speaks to your markets


CORE

®

®

NOW PART OF SS&C


Recent Media

Recent Exh ib i tor s

Actuarial Systems Corporation

Allianz Global Investors

ADP

Allianz Global Investors

Appo Group

Ascensus

AXA

Benefit Trust

BenefitsLink.com & EmployeeBenefitsJobs.com

BenefitsPro.Com

BlackRock

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

DTCC

Empower Institutional

Enterprise Iron Financial Industry Solutions

Envestnet Retirement Solutions

Envisage Information Systems, LLC

Fiduciary Benchmarks

FIS

Fluent Technologies, Inc.

FPS Trust Company

Franklin Templeton Distributors, Inc.

Globe Tax Services, Inc.

GoldStar Trust Company

HealthEquity

HealthSavings Administrators

Infosys McCamish Systems

Inspira

Invesco

Janus

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

Keane

LOMA

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

Strategic Insight

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 2018 SPARK National Conference 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

2018 SPARK Nat iona l Conference

Who Should Sponsor/Exhibit?The SPARK National Conference 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 National Conference, 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


Services Exhibition Hours* Wednesday: 7 pm to 9 pm Set-Up

Thursday: 7:00 to 8:00 am Breakfast 10:15 to 10:45 am Morning Break 2:20 to 2:50 pm Afternoon Break 5:00 to 7:00 pm Reception

Friday: 7:00 to 8:00 am Breakfast 10:15 to 10:45 am Morning Break

Tear down begins following the Friday break, and must be completed by 2:00 pm.

* Times subject to change.

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

ContactTo register as an Exhibitor or Sponsor, please contact:

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

Hotel InformationWe have negotiated a reduced hotel rate of $279 per night at the Gaylord National Resort and Convention Center, National Harbor, MD.Hotel reservations may be made in one of the following three ways:

Online at the SPARK National Conference web site www.sparkusa.org/national-hotel-registration

Call Joe Berry at Sanditz Travel, 860-344-7026 Email Joe Berry at [email protected]


Call for SpeakersShare your passion with attendees. We pride ourselves on putting the leading

voices on stage at SPARK events.

We’re looking for new voices with thought-provoking ideas for panel discussions.

If you like to propose a speaker or session topic, we’d like to hear from you.

Phone: 860-658-5058

Email: [email protected]

Services Exhibition Floor Plan

Entrance

Entrance

CHERRY BLOSSOM BALLROOM

CHERRY BLOSSOM LOBBY

FOOD

COFFEE

1 2 3 4 5 6

9

7 8

11 1013 1215 141617

19 18

20

FOOD

SPARK

Registration

AV Tech Table


Principal Sponsorship Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

Session Sponsorship Opportunities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

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

Meal/Refreshment Sponsorship Opportunities . . . . . . . . . . . . . . . . . . . . . 11-12

Other Sponsorship Opportunities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Exhibitor Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Advertising Opportunities. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Important Information, Requirements and Limitations. . . . . . . . . . . . . . . . . . 15

Recent SPARK Conference Attendee Companies . . . . . . . . . . . . . . . . . . 16-18



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 National Conference 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

An ad on the SPARK and SPARK Institute web sites for 60 days

Company logo and link throughout the SPARK National Conference 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

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

An ad on the SPARK and SPARK Institute web sites for 30 days



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


Pr inc ipa l Sponsorsh ip Oppor tun i t i e s

Multiple Gold and Silver Sponsorships Available

NOW PART OF SS&C


Mul t ip le Speak ing Oppor tun i t i e s Ava i l ab le

General and breakout sessions available - For pricing and availability contact:

Marlene Jung, COO, CFOThe SPARK Institute, Inc.

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

The SPARK National Conference will be held at the Gaylord National Resort, National Harbor, MD

We have negotiated a reduced hotel rate of $279 per night.

Gaylord National Resor t, National Harbor, MD


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 National Conference web site


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


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 National Conference web site



Special recognition signage

Mobile App Presenting Sponsor SOLD – $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




Wifi Sponsorship - $10,500This sponsorship package offers exclusive rights to supply complementary wireless internet access to conference attendees. Enjoy high-profile brand exposure while giving attendees this valuable service.

Exclusive opportunity for one company WiFi access signage with company logo Three conference registrations Company logo and link throughout the SPARK Conference web site



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.

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 Conference web site



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.

Mater ia l Sponsorsh ip Oppor tun i t i e s

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

ENTERPRISEIRON


Conference Registration* SOLD – $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





Thursday Breakfast SOLD – $3,500

Beverage cups and napkins imprinted with your company name/logo





Thursday Morning Break SOLD– $3,500

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





Thursday Luncheon – $8,500 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.

Two conference registrations for sponsor’s employees





Thursday Afternoon Break SOLD – $3,500






Meal/Refreshment Sponsorship Opportunities



CORE


Thursday Evening Reception* – Call for detailsA company may take one or more of the following individual sponsorships or 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)





Friday Breakfast* SOLD – $3,500

Beverage cups and napkins imprinted with your company name/logo





Friday 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.





Conference Mints* SOLD – $3,500

Company name/logo imprinted on mints distributed at all conference sessions




Meal/Refreshment Sponsorship Opportunities

YOUR LOGO HERE

YOUR LOGO HERE



Room Key CardsSOLD – $7,500First impressions are lasting impressions, so be the first to make an impression on all SPARK National Conference 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 National Conference web site




Wednesday or Thursday Evening Turn-Down Service* – $5,000

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





Thursday Newspaper Delivery – $3,500

Friday Newspaper Delivery* – $3,500 Company name/logo printed on label affixed to The Wall Street Journal delivered to each attendee registered at the hotel




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




Chair Drop – $1,500 Your marketing piece will be placed on the chair of all the attendees prior to a selected general session.



Special recognition signage Sponsorship opportunity is limited

Wednesday Room Drop – $3,500

Thursday Room Drop – $3,500additional hotel charges may apply

Your marketing piece delivered directly to the room of every attendee for the evening selected.




Pre Conference Mailing – $500, 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, May 18th.

Post Conference Mailing – $500, 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. Please ship for delivery on Friday, June 8th.

Other Sponsorship Oppor tuni t ies



The Services Exhibition at the SPARK National Conference provides the perfect venue for you to showcase your products and services to the inerdustry’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) Digital listing with your logo, contact information and company description (100 word limit)

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.

Adver t i s ing Oppor tun i t i e s

Exhibitor Information

Media Sponsorships Ava i lab le

For information and availability contact:

Marlene Jung, COO, CFOThe SPARK Institute, Inc.

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


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.

Important Information, Requirements & Limitations

J U N E 2 0 1 8

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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 Group

Recent SPARK Conference Attendee Companies

Benefit TrustBenefits 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 & Steers

Colorado National BankColumbia ManagementCommonwealth 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 Financial



EPIC Advisors, Inc.ePlan Services, Inc.Euromoney Institutional InvestorExpertPlanFederal 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 Alliance

Hogan Lovells US LLPICMA-RCiGATEIgnites 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 Group

MarketUp, LLCMarsh 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, LLC

RolloverSystemsRREEFRS 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 Company

The Vanguard GroupThe Vita CompaniesThompson 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

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


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

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