Sponsor Profiles 2023

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These companies generously support this year’s SPARK Forum and help to make our industry conferences possible!

Primary Sponsors

Accenture
accenture.com

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent and innovation led company with 738,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology with unmatched industry experience, functional expertise and global delivery capability. We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Accenture Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients succeed and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

Allianz
5701 Golden Hills Drive
Minneapolis, MN 55416-1297
Ph: 763.765.7321
allianzlife.com/dcplan
michael.defeo@allianzlife.com

For more than 125 years, Allianz Life Insurance Company of North America (Allianz) has been helping Americans prepare for their financial future. Now we’re putting our depth of retirement income experience to work in a solution tailored for defined contribution plans.

Designed to work for real people and the reality of retirement today, Allianz Lifetime Income+ with the Lifetime Income Benefit marks a new way to design in-plan annuities with a flexible product design, streamlined connections with plan partners, and increasing income potential.

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 solutions 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 $9.1 trillion in assets under management.**

*By AUM as reported in the 2023 PLANADVISOR DCIO Survey released in June 2023, with data as of 12/31/22.

** BlackRock, September 30, 2023

Broadridge Financial Solutions
605 Third Ave
New York, NY 10158
broadridge.com

Broadridge Retirement and Workplace delivers next-gen technologies and services specifically built to help you scale your business, improve risk management, and accelerate topline growth. Today, Broadridge Retirement and Workplace administers over $600B in assets and serves more than 30,000 retirement plan advisors, over 12,000 AIF® designees, and over 500 financial services providers of all sizes.

Choose Broadridge to get access to business efficiencies and performance improvements critical to your business with the independence you’d expect from a trusted partner. With Broadridge Retirement and Workplace you get performance without compromise.

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 Institutional
8525 E. Orchard Road, 9T3
Greenwood Village, CO 80111
Ph: 303-737-3481
empowerinstitutional.com
shane.fitzpatrick@retirementpartner.com

Empower is headquartered in Greenwood Village, Colorado, and provides third-party administrative and recordkeeping services to institutional partners. These services cover the complete line of pension programs including Sections 457(b), 457(f), 401(a), 403(b), 401(k), and IRA/SEP plans.

Our institutional partners and their clients can benefit from superior recordkeeping and administration, award-winning communication and education services, thorough plan sponsor and participant reporting, and an aggressive commitment to cutting edge technology. With extensive experience and expertise, we focus on getting results for retirement savers so our institutional partners can focus on their businesses.

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 over 20 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

Franklin Templeton brings together a wide range of investment brands and teams to provide clients deep expertise within and across asset classes, investment styles and geographies.

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. While fiduciary strength and expertise is in our DNA, it is our technological strength and innovative thinking that differentiates us from the rest. We take pride in being pioneers in the industry, bringing a modernized approach to qualified retirement plans with an onboarding tool, boardingpass™.

Great Gray: where innovation takes flight.

Lincoln Financial Group
150 N. Radnor Chester Road
Radnor, PA 19087
Ph: 713-398-7491
LincolnFinancial.com

Lincoln Financial Group provides advice and solutions that help people take charge of their financial lives with confidence and optimism. Today, more than 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 $290 billion in end-of-period account values as of March, 31, 2023.

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 N. Capitol Street, NE
Washington, DC 20002
Ph: 202 962-4651
clarussa@missionsq.org
missionsq.org

Founded in 1972 through the assistance of a Ford Foundation grant, MissionSquare Retirement’s mission is to help public sector employees build retirement security. It all began when the International City/County Management Association (ICMA) had the vision to create an organization dedicated to the retirement needs of public sector employees, and thus MissionSquare Retirement was formed. MissionSquare Retirement was founded to provide portable retirement benefits for city and county managers, enabling accumulated retirement assets to be transferred between employers. Today, MissionSquare Retirement serves more than 1.5 million participant accounts and approximately 9,800 plans across the country.

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
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 30 Jun 2023 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.

Proof (formerly Notarize)
proof.com
sales@proof.com

Proof is the world’s first identity-assured transaction management platform. Developed by the same market leaders and experts who brought notarization online with Notarize, Proof offers trust in a digital world by verifying identities and securing transactions to protect your business and its customers. When risk is low and speed matters, get it signed. When the law dictates it, get it notarized. When trust matters, you need Proof.

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 Technologies, Inc.
2000 Crown Colony Drive
Quincy, MA 02169
Ph: 617-521-8397
ssctech.com

SS&C Retirement Solutions is a full-service provider that can help you adapt to the ever-changing retirement landscape while helping you improve client experience and drive positive outcomes. Our flexible business model combined with our technology-powered solutions and customizable menu of services align with your unique, long-term business objective – no matter where your services reside on the retirement spectrum.

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

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

Exhibitors & Other Sponsors

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.

Candidly
Ph: 442-888-4209
laura.voskova@getcandidly.com
getcandidly.com

Candidly is an AI-driven student debt and savings optimization platform that is delivered as a workplace benefit to help employees plan and pay for college, pay down debt, and build savings and wealth. We enable plan sponsors to seamlessly offer key financial benefits, including those made possible by the recent CARES act and SECURE 2.0, like student loan contributions and student loan retirement match. We also offer student debt tools that help borrowers optimize their student loan repayment journey. Candidly partners with leading employers and record keepers, including Salesforce, Empower, Vanguard, and more, to offer a holistic workplace benefit.

Coherent Global
1646 West Snow Avenue, Suite 6
Tampa, Florida 33606
coherent.global

Coherent is a global software as a service (SaaS) company fast becoming the universal standard for business logic. Coherent’s core technology, Coherent Spark, converts complex business logic from Excel to API services automatically and functions as a logic engine to other platforms. Coherent Spark also offers advanced testing and simulation tools plus spreadsheet management functionality—empowering business and technology teams to have greater confidence, speed, and control over critical business logic. Unleash your business logic with Coherent Spark. For more information visit: coherent.global

Convergent, LLC
800 Battery Avenue SE, Suite 100
Atlanta, GA 30339
Ph:866-567-7221
info@beconvergent.com
beconvergent.com

Convergent is a retirement technology firm that delivers innovative solutions and world-class expertise. Our knowledge of the retirement business, understanding of industry products, and deep technology expertise separate us from the crowd.

Our industry expertise ranges from the micro to the large plan markets. Our solution engineers have decades of end-to-end retirement processing knowledge, ranging from system upgrades or conversions to developing custom record-keeping solutions.

Superior technology, measurable results, and innovative solutions enable us to deliver a degree of difference and Be Convergent.

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.

Corporate Insight
420 Lexington Ave, Suite 2655
New York, NY 10170
corporateinsight.com

Corporate Insight (CI) delivers competitive intelligence, user experience research and consulting services to the nation’s leading financial services, insurance and healthcare institutions. As the recognized industry leader in customer experience research for over 30 years, we have been the trusted partner to corporations seeking to improve their digital capabilities and user experience. Our best-in-class research platform and unique approach of analyzing the actual customer experience helps corporations advance their competitive position in the marketplace.

Corporate Insight
SPARK Advisory Board & Conference Exhibitor

Delta Data
1506 6th Ave, Suite 1, Columbus, GA 31901
Ph: 914-414-2319
bbange@deltadatasoft.com
deltadata.com

Delta Data is a trusted provider of technology solutions for the mutual fund and pooled assets industry, processing trillions of dollars in assets for top financial institutions.

Our industry-vetted SaaS integrated suite is trusted by four of the top 10 US banks, three of the top five US retirement recordkeepers, and six of the top 10 US investment managers. We empower financial companies to navigate the complex regulatory landscape and mitigate risk through efficient data management and streamlined automation. Join the ranks of industry leaders and benefit from our innovative, proven solutions.

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.

ELAP Services
12770 Merit Dr. Suite 200
Park Central 8 Dallas, TX 75251
Ph: 254-230-2117
elapservices.com
maxh@imagine360.com

ELAP Services provides a powerful alternative to traditional health insurance, allowing self-insured employers and their employees to take back control of their healthcare costs. ELAP’s reference-based pricing solution promotes the responsible and sustainable management of healthcare costs while providing concierge-level support for health plan members. Founded in 2007, ELAP has over half a million members nationwide and has helped more than 500 employer-sponsored health plans reduce their medical spend as much as 30%. ELAP has earned a world-class NPS score of 78 and a customer satisfaction score of 98% — testaments to their clients’ loyalty and satisfaction. Visit www.elapservices.com.

Fiduciary Decisions
13010 SW 68th Parkway, Ste. 140
Tigard, OR 97223, USA
Ph: 203-405-1853
tom.kmak@fiduciarydecisions.com
fiduciarydecisions.com

Our goal is simple: to build decision support systems that help Service Providers and their clients make informed decisions that drive better results for them, their Plan Sponsors and their Participants.

Fiduciary Decisions
SPARK Associate Member; Conference Exhibitor

Finch
marketing@tryfinch.com
tryfinch.com

The #1 Employment API, Finch makes it possible to access org-wide directory, payroll and benefits data across 200+ payroll, HRIS and benefits systems — all through a single integration. As the world moves toward standardized, open and interconnected data systems, Finch provides the connective infrastructure underpinning the employment sector. Find out more at www.tryfinch.com

iJoin
16430 N. Scottsdale Road Suite 200
Scottsdale, AZ 85254
Ph: 202-674-8481

iJoin is a workplace retirement infrastructure technology provider supporting cost-efficient Advisor managed accounts, Plan/Participant analytics and performance marketing tools, financial education and wellness, guaranteed/non-guaranteed workplace income products, and IRA rollovers. We’re built to help financial advisors differentiate and win.

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/LOMA
Ph: 860-298-3815
randerson@limra.com
limra.com
loma.org

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 tools used by the life industry. FraudShare was created by the industry for the industry. Since inception, FraudShare has helped to detect more than 600 third-party account takeover incidents targeting more than $180M in account values. LIMRA is now working with Verisk, a leading global data analytics company, to deliver greater capabilities to FraudShare. Through this partnership, LIMRA and Verisk will build The Next Generation of FraudShare enabling clients to mitigate a wider range of fraud threats facing the insurance, retirement and recordkeeping industries. FraudShare TNG will establish the Retirement Services and Life Insurance Industry as leaders in customer protection.

Loch Tech Inc
Ph: 973-670-5087
lochtechinc.com
tloch@lochtechinc.com

At Loch Tech Inc, we focus on providing comprehensive services to retirement plan providers, including business requirements gathering, use case specification, engineering, and project management. Our team works closely with clients to understand their unique needs and deliver tailored solutions that help them stay ahead of the curve. Our AI-powered solutions are designed to streamline retirement plan administration, providing plan providers with a competitive edge in the industry. Our products include advanced analytics and reporting capabilities and seamless integration with existing systems. We specialize in supporting financial advisors and their interaction with 401(k) retirement plan administration companies, providing prepackaged sales desk, document management transformation ai. fiduciary support, billing and plan data analysis modules.

Medici
medici.ci

Morningstar Investment Management LLC
morningstar.com

Our parent company, Morningstar, Inc., was founded on the simple idea that when people have good investment information, they can make better choices that help them achieve their financial goals. In the retirement solutions group at Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc. and a registered investment adviser, our advocacy for the individual investor extends to the workplace retirement market where the responsibility for investing and saving now rests with employees. Our products and services—which range from a managed accounts service to target-date products to custom models and fiduciary services—are not only designed to help people save for the retirement they want, but to help them make their money last once they get there.

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

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

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.

PTO Exchange
ptoexchange.com

PTO Exchange is the leading benefits platform that allows employees to self-direct the value of their unused paid time off (PTO) for other needs and causes. The platform caters to employees’ individualized needs and different transitions in life (retirement accounts, student loan repayments, charitable donations, and more) – offering a choice and flexibility to control the value of their PTO. PTO Exchange helps increase employee engagement and retention, build loyalty, and allows companies to stand out in a competitive job market all while reducing balance sheet liabilities and strengthening culture and community. PTO Exchange is SOC 2-certified and trusted by STRATACACHE, Howard Brown Health, UCare, Centre College, Griffin Capital, 4 Wall Entertainment, and many others. Learn more at www.ptoexchange.com.

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

USI
usi.com

USI is one of the largest insurance brokerage and consulting firms in the world, delivering property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals.

vWise, Inc.
27068 La Paz Road, Suite 450
Aliso Viejo, CA 92656
Ph: 949-716-1274
dferrigno@vwise.com
vwise.com

Data-driven solutions that personalize engagement. vWise empowers financial institutions to build trusted relationships with participants by transforming data into compelling, personalized experiences at scale.

vWise
SPARK Conference Sponsor

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.

Inspire each other to achieve our professional goals and personal aspirations, especially through our local chapters nationwide.
Promote diversity, equity and inclusion throughout the retirement industry.
Network to support each other’s professional and personal growth by sharing our knowledge and experience, informed by research.

Conferences
2023 Event Calendar
Future Conferences
Past Conferences
Speaking at SPARK