TPA Membership Benefits*

Institutional membership in The SPARK Institute entitling five employees to receive all materials and communications from the Institute.
Attend an annual TPA Owner/Executive Forum, which will provide unmatched opportunities for relaxed networking with your peers, as well as timely presentations and discussions of interest to senior business leaders. There is no registration fee to attend this event. More information about the TPA Owner/Executive Forum is provided below.
Have access to the “Members Only” materials and sections of The SPARK Institute website.
Receive regular updates and analysis regarding critical issues affecting our industry.
Gain insights into the latest industry best practices, concerns and legal developments from other senior level executives and industry experts.
Receive the quarterly SPARK Journal, and annual Marketplace Update report.
Attend or exhibit at SPARK Institute and SPARK conferences at membership rates. Additional information about our upcoming conference is available at www.sparkusa.org/spark-forum.
Advocacy on important issues by the only trade association dedicated to advancing positions for a broad cross section of retirement plan industry service and investment providers.

Annual Dues

TPA membership dues are based on size according to the number of participants serviced.

Less than 10,000 participants - $2,500 per year (covers five employees). Additional employees can be added as members for $400 each.

10,000 or more participants - $5,000 per year (covers five employees). Additional employees can be added as members for $200 each.

New Member Discount

By joining now and paying the annual dues, your membership will include the remainder of 2008 and all of 2009.

TPA Owner/Executive Forum

This two day annual event is for the senior executive/owner of the member company only. (No substitutions are permitted) There is no fee for this event; however, companies that wish to send more than one senior/executive may do so for a nominal charge, subject to space availability.

JOIN NOW

If you are ready to join now, please click here JOIN NOW to complete the online application or you may download the form and return it to The SPARK Institute, 714 Hopmeadow Street, Suite 3, Simsbury, CT 06070.

* TPA membership is available only to companies whose primary business is providing record keeping services to retirement plans. Companies (including affiliates) that offer proprietary investment products are not eligible to join as TPA members. TPA membership is only available to new SPARK Institute members, and is subject to acceptance by the Institute. Independently owned and operated “affiliated” entities must obtain separate memberships. The SPARK Institute’s priorities and positions are set by our Board of Directors and by our Government Relations Committee. For additional information about a full Board Seat Membership please click here.