Sponsor Profiles 2023

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.

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

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.

LIMRA/LOMA
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 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.

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.

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.

Millennium Trust Company
2001 Spring Road, Suite 700
Oak Brook, Illinois 60523
mtrustcompany.com

Millennium Trust is a leading provider of retirement and financial services and consumer-directed benefits (through PayFlex), with more than five million individual and institutional clients holding more than $47 billion in assets.

We are committed to the evolving needs of individuals, employers, advisors, and institutional partners and to empowering clients with trusted expertise, exceptional service, and access to a wide range of solutions. Whether clients are managing retirement assets, saving for future health care and related expenses, running a business, or seeking choices beyond traditional asset options, Millennium Trust provides flexible digital solutions to support their success.

Millennium Trust
SPARK Advisory Board & Conference Sponsor

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.

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.

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.

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

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.

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

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