
Accenture
accenture.com
These companies generously support our Public Policy Forum & help to make SPARK events possible!
Accenture
accenture.com
Allianz Life
5701 Golden Hills Drive
Minneapolis, MN 55416-1297
allianzlife.com
A leading provider of annuities and life insurance, Allianz Life Insurance Company of North America (Allianz) bases each decision on a philosophy of being true: True to our strength as an important part of a leading global financial organization.
True to our passion for making wise investment decisions. And true to the people we serve, each and every day.
BlackRock
55 East 52nd Street
New York, NY 10017
Ph: 877-99-BLKDC (877-992-5532)
BlackRock.com/DC
Our purpose is to help more and more people experience financial well-being. As the largest DC investment-only provider,* we are solely focused on serving over 80,000 DC plans, reaching more than 40 million participants with high-quality investment solution designed to help people achieve their retirement goals.
Today, we continue our history of innovation and thought leadership as we work to pioneer the next generation of retirement solutions, plan design analytics and participant communications. Our commitment to our clients’ best interests is why BlackRock is trusted to manage more money than any other investment firm in the world, with $7.96 trillion in assets under management.**
* By AUM as reported in the 2022 PLANADVISOR DCIO Survey released in June 2022, with data as of 12/31/21
** BlackRock, September 30, 2022
Broadridge Financial Solutions
605 Third Ave
New York, NY 10158
Ph: 631-274-2571
Caitlin.Connolly@Broadridge.com
broadridge.com
Broadridge, a global Fintech leader with $5 billion in revenue, provides communications, technology, data and intelligence. We help drive business transformation for our clients with solutions for enriching client engagement, navigating risk, optimizing efficiency and generating revenue growth.
Our integrated platforms translate data into insights and streamline the investment lifecycle. Touching 90% of global mutual fund flows, we are uniquely positioned to help asset managers get ahead of today’s challenges and capitalize on what’s next.
Congruent Solutions
1500 District Avenue
Burlington, MA 01803
Michael Kiernan
Ph: 484-880-3481
info@cspl.com
congruentsolutions.com
For over two decades, Congruent Solutions has been helping Plan Providers, Record keepers and Third-Party Administrators (TPAs) to provider great CX to Plan Sponsors and Plan Participants.
Congruent’s innovative technology solutions and outsourced plan administration services enable the Retirement Plan industry to achieve better top-line and bottom-line. Our cloud-based self-service CORE suite of technology solutions empowers Sponsors & Participants and neutralizes the high cost of running applications on legacy systems.
Our back-office retirement administration processing services help manage seasonal workloads better by increasing your bandwidth, free up the high cost of resources, and significantly reducing costs.
Congruent Solutions
SPARK Advisory Board & Conference Sponsor
Empower
8525 E. Orchard Road, 9T3
Greenwood Village, CO 80111
empower.com
At Empower, 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.
Empower
SPARK Advisory Board & Conference Sponsor
Enterprise Iron Financial Industry Solutions, Inc.
14 Cliffwood Ave W, Suite 200
Matawan, NJ 07747
Jennifer Linskey
Ph: 888-242-4682 x 794
enterpriseiron.com
Enterprise Iron was founded in 2002 by senior executives from Morgan Stanley and Merrill Lynch to serve public and private clients in Financial Services, Retirement Services and the Government sector. We deliver impactful Business, Technology and Workforce Solutions that achieve meaningful outcomes, resolve complex challenges, and optimize operations to help drive your business forward.
Our Team of industry professionals average 18+ years of experience in financial services production, technology operations, product management, technology development, implementation, and support roles. As a client-focused, independent provider, we expertly provide unbiased, best of breed support and solutions that consistently delivers results for clients on time and at a cost-savings.
Expertise. Focus. Strength.
Enterprise Iron
SPARK Advisory Board & Conference Sponsor
FIS Retirement Solutions
Jacksonville, Florida
Bill.Byerly@fisglobal.com
fisglobal.com
FIS is transforming the way the retirement industry operates at every level, offering a suite of capabilities and services that empower retirement plan providers around the globe. Our industry-leading, scalable ecosystem is intelligent, widely configurable, and fully connected, offering a range of flexible solutions and services that supports all aspects of your business and positions you for future growth. With our secure, advanced capabilities, you can increase your flexibility and broaden your reach in the financial world.
FIS
SPARK Advisory Board & Conference Exhibitor
Franklin Templeton
One Franklin Parkway
San Mateo, California 94403
franklintempleton.com
Everything we do at Franklin Templeton is focused on delivering better client outcomes. It’s why we’ve built a world-class investment firm that aims to offer the best of both worlds: global strength and boutique specialization.
Franklin Templeton brings together an unmatched collection of independent specialist investment managers to provide their clients deep expertise and specialization—within and across asset classes, investment styles, and geographies. And they offer hundreds of strategies across active, smart beta and passive approaches—in a full range of vehicles.
Great Gray Trust Company
280 Congress Street
Boston, MA 02210
Ph: 332-201-0627
tj.givens@greatgray.com
greatgray.com
Great Gray is the trusted fiduciary partner for advisors and consultants who want to secure a dignified retirement for workers nationwide. Our innovative approach and sole focus on institutional retirement investments help our clients streamline their operations and offer stronger, more diversified portfolios. We are never ones to rest on our laurels, and relentlessly pursue new ways to improve the client experience and build your trust in our leadership. We are a stronghold in the wild, proving our trustworthiness and dedication through our actions and ideas.
Lincoln Financial Group
150 N. Radnor Chester Road
Radnor, PA 19087
LincolnFinancial.com
Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, approximately 16 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, and guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $279 billion in end-of-period account values as of June 30, 2022.
Millennium Trust Company, LLC
2001 Spring Road, Suite 700
Oak Brook, Illinois 60523
Ph: 312-404-1909
mtrustcompany.com
Together, Millennium Trust and PayFlex are leaders in health, wealth, retirement, and benefits solutions. We’ve worked with thousands of plan sponsors, recordkeepers, TPAs, and other institutional partners to help individuals plan, save, and invest for a brighter future. Our products include automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. In January 2024, Millennium Trust and PayFlex are becoming Inspira Financial. We will continue to offer the same great services with a new name and renewed purpose.
Millennium Trust
SPARK Advisory Board & Conference Sponsor
MissionSquare Retirement
777 North Capitol Street, NE
Washington, DC 20002
Audrey Hartland
ahartland@missionsq.org
missionsq.org
At MissionSquare Retirement, we are dedicated to guiding those who serve our communities toward a secure financial future. Founded in 1972, MissionSquare Retirement is a mission-based, nonstock, nonprofit, financial services company with over $70 billion in assets under management and administration focused on delivering retirement plans, investment options, and personalized guidance for over 1.5 million participant accounts. For almost 50 years, our mission has been constant – to help those who serve reach their retirement goals with confidence. For more information, visit missionsq.org.
NTT DATA Services, LLC
nttdata.com
NTT DATA is a $30 billion trusted global innovator of IT and business services. We help clients transform through business and technology consulting, industry and digital solutions, applications development and management, managed edge-to-cloud infrastructure services, BPO, systems integration and global data centers. We are committed to our clients’ long-term success and combine global reach with local client service in over 80 countries.
Nuveen, a TIAA Company
Charlotte, NC
Ph: (888)407-4972
retirement@nuveen.com
Nuveen.com
Nuveen, the investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of institutional and individual investors. Nuveen has $1.1 trillion in assets under management as of 3o Jun 2022 and operations in 27 countries. Its investment specialists offer deep expertise across a comprehensive range of traditional and alternative investments through a wide array of vehicles and customized strategies. For more information, please visit www.nuveen.com.
PIMCO
1633 Broadway
New York, NY 10019
Ph: 212-597-1000
cpihos@pimco.com
pimco.com
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital in income and credit opportunities that span the liquidity spectrum, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and alternative investment solutions and a valued financing partner.
Putnam Investments
100 Federal Street
Boston, MA 02110
Angela Achatz
Ph: 913-956-1013
angela_achatz@putnam.com
putnam.com/DCIO
We are a diversified, global asset manager with over 85 years of experience and approximately $173B AUM. We manage over $40B in defined contribution assets in a variety of vehicles – mutual fund, CIT, and separate account – and across a full range of investment capabilities including equity, fixed income, multi-asset, and stable value.
Our team of experienced DCIO professionals is committed to helping our clients and partners grow their business and meet the needs of today’s plan sponsors. Our tool suite includes prospecting for new clients with the advantages of Brightscope, networking with plan decision-makers using our LinkedIn Tips and Strategies, consulting on plan design with PlanVisualizer™, analyzing target date funds thru TargetDateVisualizer™, evaluating investment options with FundVisualizer™, and more.
Raymond James
880 Carillon Parkway
Saint Petersburg, FL 33716
raymondjames.com
Raymond James Financial is a leading diversified financial services company providing private client group, capital markets, asset management, banking and other services to individuals, corporations and municipalities.
As a global financial services firm as unique as the people we serve, our focus is on providing trusted advice and tailored, sophisticated strategies for individuals and institutions. No matter the business, we believe if we do what’s right for clients, we’ll help them achieve success while also realizing our own. That client-focused approach has remained a catalyst for the firm’s growth, which today spans approximately 8,600 financial advisors and total client assets of $1.16 trillion.
Raymond James
SPARK Advisory Board & Conference Sponsor
SS&C Retirement Solutions
2000 Crown Colony Drive
Quincy, MA 02169
ssctech.com
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.
SS&C
SPARK Advisory Board & Conference Sponsor
TIAA
TIAA.org
TIAA was founded in 1918 to help teachers retire with confidence. That mission grew to include those in healthcare and more, creating reliable income for their futures while they work to make a difference today. Our commitment to be the change for our clients, associates and communities has never wavered and it’s what motivates us to deliver lifetime income for all with investments that build a better world.
TIAA
SPARK Advisory Board & Conference Sponsor
7 Simple Machines
5429 Russell Ave NW #201
Seattle, Washington 98107
Ph: 206-545-4850
solutions@7simplemachines.com
7simplemachines.com
7 Simple Machines is a passionate band of strategists, software developers, data architects, and designers with decades of experience. We define and build platforms that connect employees to their work and build clarity throughout organizations.
Based in Seattle, 7 Simple Machines builds tools for the retirement professional. We work with recordkeepers, TPAs, and single employers who are looking to efficiently and confidently manage the plans in their portfolios. Our name is inspired by the Greek mathematician, Archimedes, who posited that a few simple machines could act as force multipliers and create most any outcome.
Actuarial Systems Corporation
15840 Monte Street, Suite 108
Sylmar, California 91342
Ph: 800-950-2082×1
sales@asc-net.com
asc-net.com
ASC is a leading provider of software for the retirement plan industry. Approximately 2/3 of top recordkeepers use ASC’s Compliance Testing System. Compliance Automation Tools, such as Plan Sponsor Driven Testing (DRIVE) and Single Step Processing (SSP) maximize resources for efficient year-end processing. DRIVE is the next-generation in automation, allowing Plan Sponsors to initiate their own testing online. Data from your recordkeeping system integrates with ASC. Plus, more efficiencies are gained because ASC’s plan documents integrate with ASC’s Compliance Testing System. ASC’s suite of solutions includes Plan Documents, 5500 Forms, Valuation/Recordkeeping Systems, CRM Workflow Systems, and more. Contact us today!
ASC
SPARK Associate Member; Conference Exhibitor
ADP Retirement Services
71 Hanover Park
Florham Park, NJ 07932
adp.com
ADP is a leading retirement plan provider offering a wide range of qualified and nonqualified plan choices tailored to help your employees maximize their benefit. We leverage innovative technology to help drive plan success, manage administrative risk, while creating an engaging experience for your workforce.
From an online plan health dashboard and investment advisory services to our award winning employee education and mobile-enabled solutions, your ADP retirement plan will work hard for you and your employees. Because retirement benefits aren’t just about saving for the future – they are about attracting and retaining a motivated and productive workforce.
American Century Investments
americancentury.com
American Century Investments is a leading global asset manager focused on delivering investment results and building long-term client relationships while supporting breakthrough medical research. Founded in 1958, American Century Investments’ 1,400 employees serve financial professionals, institutions, corporations and individual investors from offices in New York; London; Frankfurt; Hong Kong; Sydney; Los Angeles; Santa Clara, Calif.; and Kansas City, Mo. Delivering investment results to clients enables American Century Investments to distribute over 40 percent of its dividends to the Stowers Institute for Medical Research, a 500-person, non-profit basic biomedical research organization. The Institute owns more than 40 percent of American Century Investments and has received dividend payments of $1.8 billion since 2000.
Bank of America
bankofamerica.com
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.
Corebridge Financial Inc.
corebridgefinancial.com
Formerly known as AIG Life & Retirement*, Corebridge is now a public company that’s passionate about giving people the power to help reach their financial goals. We are one of the largest providers of retirement solutions and insurance products in the United States. We offer industry-leading tools, engaging experiences and expertise to fuel your success.
We deliver an expansive portfolio of products to serve your unique needs. And we proudly partner with financial professionals and institutions to make it possible for more people to take action in their financial lives for today and tomorrow.
At Corebridge, we believe no one achieves a financially secure future by accident—great things happen when people take action.
For more information, visit corebridgefinancial.com
*AIG Retirement Services is a paid sponsor of The SPARK Institute, Inc. and any display or description of AIG Retirement Services is not an endorsement by The SPARK Institute, Inc. of AIG Retirement Services’ products or services.
dailyVest
Tucson, Arizona 85711
Pete McNellis
Ph: 520-548-7403
petemcnellis@dailyvest.com
dailyvest.com
dailyVest helps recordkeepers and plan advisors boost financial wellness of their retirement plans by leveraging their plan data – all without Personal Information PI. We combine advanced data analytics, intuitive reporting technologies, and easy to use participant email communications tools to drive action and monitor ‘nudge campaign’ results.
dailyVest
SPARK Associate Member; Conference Sponsor
DTCC
dtcc.com
With 50 years of experience, DTCC is the premier post-trade market infrastructure for the global financial services industry. From 20 locations around the world, DTCC, through its subsidiaries, automates, centralizes, and standardizes the processing of financial transactions, mitigating risk, increasing transparency and driving efficiency for thousands of broker/dealers, custodian banks and asset managers. Industry owned and governed, the firm simplifies the complexities of clearing, settlement, asset servicing, data management, data reporting and information services across asset classes, bringing increased security and soundness to financial markets. To learn more, visit dtcc.com.
iJoin
iJoin is personalizing retirement plan success and enabling recordkeepers and advisors to differentiate their offerings with a better approach to enrollment, engagement, communications, and managed accounts. Our philosophy is simple – help every plan participant know their unique retirement funding goal and help them take steps to get on track to long term success.
With iJoin, recordkeepers and advisors can deliver:
To be successful in this competitive market, you need better ways to deliver and quantify superior performance. And you need the ability to demonstrate how you help produce better retirement outcomes.
Talk to us about making iJoin an integral component of your solution.
Infosys McCamish Systems
3225 Cumberland Boulevard SE- Suite 700
Atlanta, Georgia 30339
704-942-6307
greg.clark@infosys.com
infosysmccamish.com
Infosys McCamish Systems is a leader in providing best in class technology platforms and service solutions for the financial services industry. Bringing deep domain experience to insurance companies, worksite product providers, and retirement companies globally, we partner with our clients to help them stay ahead of the innovation curve. We provide flexible deployment and delivery models including business process outsourcing, software as a service, and license models. Technology and service platforms including non-qualified deferred compensation combined with execution excellence and proven best practices, optimize our clients’ operations today, while building tomorrow’s enterprise.
Rich Magner, SPARK Advisory Board & Conference Sponsor
LIMRA and LOMA, have for more than a century served as the largest trade associations supporting the insurance and related financial services industry. Today, we’re working with over 700 member companies around the world to help them understand industry trends, inform their strategies, develop their talent, and create solutions that advance the industry.
One of our industry solutions, FraudShare, is one of the more popular fraud prevention tool used by the life industry. Fraudshare was created by the industry for the industry. Since inception, FraudShare has helped to detect more than 500 third-party account takeover incidents targeting more than $145M in account values.
Medici
medici.ci
Micruity
micruity.com
Micruity is a financial technology infrastructure company on a mission to improve retirement income utilization in Defined Contribution plans. Through a single secure point of service, Recordkeepers can use Micruity to lower the administrative burden of building out their retirement income tier, to give Plan Sponsors the products their participants need to retire securely. Recordkeepers and Product Manufacturers can connect to Micruity today to access the data connections and participant elections required to power any decumulation solution in the market.
Morningstar, Inc.
morningstar.com
Morningstar, Inc. is a leading provider of independent investment insights 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 $246 billion in assets under advisement and management as of Dec. 31, 2022.
NWPS
4025 Delridge Way SW, Suite 250
Seattle, WA 98106
nwpsbenefits.com
NWPS was created in 1994 to provide high-quality service to advisors and their clients and to help employees meet their retirement income needs. We make sponsoring a retirement plan easier by taking on the administration and recordkeeping work for the plan. NWPS works as an extension of your team, caring for the plan in a creative, proactive and practical way.
We offer straightforward and conflict-free pricing independent of fund lineup. We won’t cross-sell services to plan participants – or mine their data.
We have $45 billion in assets under administration across over 1,100 retirement plans servicing over 450,000 participants.
O’Neil Digital Solutions
12655 Beatrice Street
Los Angeles, CA 90066
Ph: 305-434-2560
oneildigitalsolutions
O’Neil Digital Solutions, a division of William O’Neil Companies, has been a recognized leader in data-driven, customer communication services for nearly five decades. Forward-thinking, resourceful, and nimble, O’Neil Digital Solutions specializes in Customer Communication Management (CCM) and provides innovative solutions for Customer Experience Management (CXM) for Retirement Plan Providers, driving behavioral change at both the plan and participant level, increasing participation rates, plan health scores, deferral rates, and appropriate asset allocation. While increasing operational efficiency, driving down the number of templates, and being highly customizable.
O’Neil Digital Solutions
SPARK Advisory Board & Conference Sponsor
Pacific Life
pacificlife.com
For more than 150 years, Pacific Life has helped millions of individuals and families with their financial needs through a wide range of life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Whether your goal is to protect loved ones or grow your assets for retirement, Pacific Life offers innovative products and services that provide value and financial security for current and future generations. Pacific Life counts more than half of the 100 largest U.S. companies as its clients and has been named one of the 2022 World’s Most Ethical Companies by the Ethisphere Institute. For additional company information, including current financial strength ratings, visit pacificlife.com.
PenChecks Trust
8580 La Mesa Blvd, Ste 100
La Mesa, CA 91942
Ph: 480-455-2130
sokrasinski@penchecks.com
penchecks.com
PenChecks Trust is the largest independent provider of outsourced benefit distribution services and Automatic Rollover IRAs for missing and non-responsive participants. For 30 years, PenChecks Trust has been helping Plan Sponsors, TPAs, Advisors and Recordkeepers with a suite of unique and comprehensive solutions. Services include solutions for Benefit Payment Processing, Benefit Election Processing, Automatic Rollover IRAs, Plan Termination Outreach, Uncashed Check Resolution, Participant Search, Participant Notifications, & Abandoned Plan/QTA.
Penchecks Trust
SPARK Advisory Board & Conference Sponsor
PGIM
Gateway Center Two
Newark NJ 07102-5008
PGIM, the global asset management business of Prudential Financial, Inc. (NYSE: PRU), ranks among the top 10 largest asset managers in the world2 with more than $1.5 trillion in assets under management as of Dec. 31, 2021. With offices in 17 countries, PGIM’s businesses offer a range of investment solutions for retail and institutional investors around the world across a broad range of asset classes, including public fixed income, private fixed income, fundamental equity, quantitative equity, real estate and alternatives. For more information about PGIM, visit pgim.com.
Prudential Financial, Inc. (PFI) of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. For more information, please visit news.prudential.com.
1 PGIM DC Solutions does not establish or operate pension plans. PGIM DC Solutions is a Delaware limited liability company, a direct wholly owned subsidiary of PGIM Quantitative Solutions LLC, and an indirect, wholly owned subsidiary of PGIM, Inc., the principal asset management business of Prudential Financial, Inc. (PFI) of the United States of America. PFI of the United States is not affiliated in any manner with Prudential plc, incorporated in the United Kingdom, or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom. PGIM DC Solutions is not currently registered with the Securities and Exchange Commission as an investment adviser. As of the date of this material, PGIM DC Solutions does not manage any assets.
2 Prudential Financial, Inc. (PFI) is the 10th largest investment manager (out of 477 firms surveyed) in terms of global assets under management based on Pensions & Investments’ Top Money Managers list published on May 31, 2021. This ranking represents global assets under management by PFI as of Dec. 31, 2020.
SmartPath
2451 Cumberland Pkwy SE, Suite 3608
Atlanta, GA 30339
Kendra Warlow
Ph: 417-529-5348
kendra@smartpathfinancial.com
SmartPath.com
SmartPath is the leading provider of comprehensive financial education solutions in the country.
T. Rowe Price
4515 Painters Mill Road
Owings Mills, MD 21117
troweprice.com
INVEST WITH CONFIDENCE® T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.
We provide an array of commingled funds, subadvisory services, separate account management, retirement recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors.
Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.
As of June 30, 2021, T. Rowe Price has more than USD $1.62 trillion in assets under management and serves clients in 49 countries worldwide.
TRAU – The Retirement Advisor University
4514 Main Street, # 1036
Jupiter, Florida 33458
Fred Barstein
Ph: 561-371-4902
fred@trauniversity.com
trauniversity.com
TRAU in collaboration with UCLA Anderson School of Management Executive Education offer the Certified 401(k) Professional Designation – C(k)P.
The C(k)P Designation represents a significant achievement for professional retirement plan advisors and professionals. This comprehensive and highly specialized certification program requires academic aptitude, real-world experience and application of core competencies. Virtual in Nov 2021, returning to UCLA campus in 2022 Spr/Sum & Fall.
Fred Barstein at SPARK Forum 2019
Premier Workforce Solutions
40 S Palafox Place, Suite 200
Pensacola, FL 32502
Ph: 877-748-8282
info@premierworkforcesolutionsllc.com
Premier Workforce Solutions, LLC is an HR Consulting Group specializing in strategic solutions for companies in a diverse array of industries. We create scalable, customized, affordable HR solutions that work to help you retain and attract top talent.
As a strategic partner, we work closely with clients to empower their businesses to grow by turning complex challenges into opportunities that can create a competitive advantage.
Women in Pension Network (WiPN)
womeninpensionsnetwork.org
WE | Inspire | Promote | Network
WIPN — WE | Inspire | Promote | Network — advances equity and opportunity for women in the retirement industry.
WE