SPARK/DCIIA Public Policy Forum 2022

June 9-10, 2022 in Washington, DC

Registration:

SPARK Advisory Board members may attend the Forum complimentary by reaching out to Marlene Jung at marlene@sparkinstitute.org.

SPARK members who are not Advisory Board members or DCIIA members, may attend the Forum by registering with a $1,500 fee per seat; you may register for the Forum and purchase your ticket here.

Sponsorship information:

Public Policy Forum


Conference agenda:

Agenda



Many thanks to our event sponsors:

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 67 million consumer and small business clients with approximately 4,100 retail financial centers, approximately 16,000 ATMs, and award-winning digital banking with approximately 54 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world.

At Empower Institutional, we provide banks, insurance companies, brokerage firms, mutual fund companies, asset managers, and partners of all sizes with retirement plan recordkeeping services and solutions for their customers. We work on your behalf to deliver thought leadership, implement best practices, and influence Washington to bring about positive legislative and regulatory change in the retirement industry. We offer our comprehensive menu of services and products to meet your unique needs. In addition, our helpful support team is here to exceed your expectations. We own and maintain our flexible, scalable, and secure recordkeeping platform to deliver convenience and peace of mind to both you and your customers. As your private-label partner, we work behind the scenes to empower you to maintain your autonomy, build your brand equity, and grow your client relationships and your business.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in the debt and private capital markets. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $265.0 billion in assets under advisement and management as of March 31, 2022.

SS&C Retirement Solutions offers a highly configurable set of solutions that allows our clients to provide competitive products and services across all retirement market segments. Our offerings span all plan and investment types and include recordkeeping services, rollover and income portability, plan health and analytics, advisor practice management, personalized education and communications, and financial wellness solutions. With ownership and expertise across the retirement ecosystem, backed by our unwavering focus on quality, risk mitigation and client satisfaction ensures that we are a high-value, cost-effective, and truly strategic partner.

TIAA is a leading provider of secure retirements and outcome-focused investment solutions to millions of people and thousands of institutions. It is the #1 not-for-profit retirement market provider, paid more than $3.6 billion to retired clients in 2020 and has nearly $1.4 trillion in assets under management (as of 12/31/2021).



If you are looking for information about past Public Policy Forums, please see the following: