The Spark Institute
SHAPING AMERICA'S RETIREMENT


 

Join us for our 2-day fiduciary workshop, designed to offer attendees a chance to interact with their peers to get a common interpretation of the final regulations, identify broad considerations for compliance and organizational readiness and develop goals on how the industry implement these new regulations.

The workshop will start with a general session highlighting the major features of the final regulations. Then attendees will break into five separate discussion groups, covering: 1) Direct and Advisor Distributions; 2) Ongoing Service; 3) Servicing Retirement Participants; 4) Legal and Compliance and 5) Technology. On the second day, each discussion group will provide a summary of their individual sessions for the benefit of all attendees.

Dates & Locations:

May 9-10 in Charlotte, NC hosted by Wells Fargo.   Register now

May 12-13 in Greenwood Village, CO hosted by Empower.  Register now

 

Board of Director Only Events

Executive Summit (Past)
Four Seasons, Palm Beach, FL (February 29-March 2, 2016) - This event, for board members only, provides an opportunity to listen to presentations and participate in discussions covering topics of concern to retirement business senior leaders. Ample time is reserved for networking.

Board of Directors Meeting
Washington Marriott Wardman Park, Washington, DC (June 21-22, 2016) - This is a day of presentations and/or roundtable sessions on topical issues of importance to the retirement plan industry. Presentations may include regulatory officials and/or legislative staff. The meeting is preceded by dinner on June 21 after the SPARK Conference. 

Washington Leadership Meeting
The Mayflower Renaissance, Washington, DC (September 15-16, 2016) - This is a day of presentations and roundtable sessions including key regulators and legislative staff who have impact on the employer-based retirement systems.

Board of Directors Meeting
The Breakers, Palm Beach, FL (November 8-9, 2016) - Board members review the current year's accomplishments and establish priorities for the upcoming year. The meeting is preceded by dinner on November 8 after the SPARK Forum.

 

For more information, please contact Marlene Jung, COO, CFO, at marlene@sparkinstitute.org or (860) 658-5058.