The Spark Institute
SHAPING AMERICA'S RETIREMENT


SPARK Training Courses

 

 

SPARK training courses are targeted to an employee's level of experience.

 

Basic Courses

Designed to teach the fundamental concepts of the retirement plan industry:

  • Retirement Plans and Industry Overview
  • Plan Features and Design
  • Participant Communications, Education and Advice

 

Specialty Courses

Content which builds on the basic courses and specializes in administration and record keeping and/or sales and marketing:

  • Plan Activity and Accounting
  • Plan Investments and Accounting
  • Plan Compliance and Reporting
  • The Retirement Plan Market and Sales Process

These basic and specialty courses may be used to prepare for the SPARK Accredited Retirement Plan Consultant (ARPC) and the SPARK Accredited Retirement Plan Specialist (ARPS) designation examinations

 

Advanced Courses

Focused on in depth reviews of current topics and issues in the retirement plan industry:

  • Employee Communications Issues
  • ERISA 401(b) Plans and Final Regulations
  • Retirement Plan Fee Reporting and Disclosure Requirements
  • Understanding Multiple Employer Plans (MEPs)
  • Retirement Income Products in DC Plans
  • A Closer Look at Investments
  • Retirement Plan Market and Industry Issues
  • Trends Impacting DC Plan Investment Menu Design
  • Strengthening the Employer-Sponsored Retirement Plan System
  • ERISA Fiduciary Requirements and DOL Regulations

These advanced courses may be used to meet continuing education requirements for the SPARK ARPC, SPARK ARPS and other industry designations.

All of the SPARK courses are available online. The Basic and Speciality courses are also available as classroom sessions for a minimum of 10 attendees.

Click here for the online course descriptions and fee schedule. A fee schedule for classroom sessions is available.

Learn more about here about our online training and classroom training.