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


Speaker Lineup:

Speakers



Many thanks to our event sponsors:

American International Group, Inc. (AIG) is a leading global insurance organization. AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions and other financial services to customers in approximately 70 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security. AIG common stock is listed on the New York Stock Exchange.

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.

Micruity is a financial technology infrastructure company on a mission to improve retirement income security. The Micruity Advanced Routing System (MARS™) facilitates frictionless data sharing between insurers, asset managers, and record keepers through a single point of service that lowers the administrative burden for plan sponsors and enables them to turn retirement savings plans into retirement income plans at scale.

Millennium Trust: Throughout our 20-year history, we’ve utilized emerging technologies to empower individuals to successfully manage their assets and workplace benefits, while helping employers, advisors, and institutions solve their business problems. We’ve become a leading provider of retirement and workplace services, with more than 2.6 million accountholder clients, 164,000 plan sponsor agreements, $34 billion in assets under custody, and annual revenues of $250 million(2021). Whether building savings, managing retirement assets, running a business, or in search of investment choices beyond traditional asset options, we help individual clients achieve their goals while supporting business growth of institutions and corporations who’ve employed them.

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).

Tata Consultancy Services is an IT services, consulting and business solutions organization that has been partnering with many of the world’s largest businesses in their transformation journeys for over 50 years. TCS offers a consulting-led, cognitive powered, integrated portfolio of business, technology and engineering services and solutions. This is delivered through its unique Location Independent Agile™ delivery model, recognized as a benchmark of excellence in software development.



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