SPONSOR PROFILES

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.

Ameritas
1876 Waycross Road
Cincinnati, OH 45240
Ph: 800-825-1551
ameritas.com

Founded in 1887, Ameritas Life Insurance Corp. and its affiliated companies offer a wide range of insurance and financial products and services to individuals, families and businesses. These products and services include life insurance; annuities; individual disability income insurance; group dental, vision and hearing care insurance; retirement plans; investments; asset management and public finance. Securities offered through affiliate Ameritas Investment Corp., member FINRA/SIPC. For more information, visit ameritas.com.

Amundi US
60 State Street
Boston, Massachusetts 02109
Eric Parisi
Ph: 617-422-4730
eric.parisi@amundi.com
amundipioneer.com/us

Amundi US is the US investment headquarters of Amundi, whose extensive network of investment and marketing offices throughout the world provides a global perspective as well as in-depth knowledge of local markets. Amundi, based in Paris, is Europe’s largest asset manager and ranks among the top 10 globally*, with over $2.01 trillion under management across six main investment hubs (as of 6/30/22).

Amundi US is committed to delivering competitive, high quality investment products that we believe can stand the test of time. We offer a broad and diversified range of innovative fixed income, equity and multi-asset solutions that can satisfy real investment needs in changing market environments. Amundi US manages approximately $84.64 billion in the US as of June 30, 2022.

Ascensus
200 Dryden Rd
Dresher, Pennsylvania 19025
Media@ascensus.com
careers.ascensus.com

Ascensus is the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most — retirement, education, and healthcare. For more information about Ascensus, visit ascensus.com. View career opportunities at careers.ascensus.com.

BenefitsLink.com
56 Creeksong Road
Whittier NC 28789
Lois Baker, President
David Baker, Editor and Publisher
Ph: 407-644-4146
LoisBaker@benefitslink.com
DaveBaker@BenefitsLink.com
BenefitsLink.com

BenefitsLink daily e-newsletters provide the latest developments and analysis in plan compliance, administration, policy and design – since 1995, we’ve delivered the very best articles to keep you on top of this ever-changing field. Website includes active message boards, industry news and an extensive calendar of conferences and webcasts.

Find – and fill — job openings on our sister site, www.EmployeeBenefitsJobs.com

And be sure to check out our mobile app – now available in the Apple Store and on Google Play.

28,000 Employee Benefits Professionals rely on us to keep them up to date – do you?

Holly Horton, SPARK media sponsor

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.

Cerulli Associates
699 Boylston Street
Boston, Massachusetts 02116
Ph: 617-437-0084
info@cerulli.com
cerulli.com

For more than 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights.

Headquartered in Boston with fully staffed offices in London and Singapore, Cerulli Associates is a global research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments.

Cerulli Associates
SPARK Forum Exhibitor

Chesapeake Benefit Partners
6601 Gleaming Sand Chase
Columbia, MD 21044

Chesapeake Benefit Partners (CBP) is a niche strategic and tactical consulting firm, serving the retirement plan services industry since 2004.

Commonbond
524 Broadway, 6th Floor
New York, NY 10012

CommonBond is a financial technology company on a mission to give students and graduates more affordable, transparent, and simple ways to pay for higher education. The company offers refinance loans to college graduates, new loans to current students, and a suite of student loan repayment benefits to employees through its CommonBond for Business™ program.

By designing a better student loan experience that combines advanced technology, competitive rates and award-winning customer service, CommonBond has funded over $3 billion in loans, partnered with over 300 corporate clients, and serves 11 million employees. CommonBond is also the first and only finance company with a “one-for-one” social mission: for every loan it funds, CommonBond funds the education of a child in need. For more information, visit www.commonbond.co.

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.

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

Data443
data443.com

The Data443 mission is to deliver industry-leading, next-generation cybersecurity products, and services. Our products enable data security across local devices, network, cloud, and databases, at rest and in flight. We provide user and governance-enabled, up-to-date security for every data point, every time.

Visit data443.com to learn more about our archiving, data classification, governance and GDPR/CCPA compliant capabilities.

DIETRICH ANNUITY
1000 Germantown Pike, Suite K-1
Plymouth Meeting, PA 19462
dietrichannuity.com

DIETRICH provides insured institutional solutions to plan sponsors interested in transferring risk from their retirement plans.

Through the use of fully-insured group annuity contracts, we engineer turnkey insured funding programs for traditional Defined Benefit (pension) plan terminations and pension risk transfers, Defined Contribution plans with guaranteed income options, non-qualified executive compensation plans, retiree medical obligations and OPEB plans.

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.

EvoShare

EvoShare is a financial platform that enables employees to save for their 401(k) or 403(b) while shopping online and locally at stores, bars, and restaurants. Our service allows employees to spend at their favorite businesses, and receive up to 30% cash-back towards their retirement plan through their employer. For too long, employees have only relied on their paycheck to save for retirement. Now, employees can use both their earnings, and their daily spending to grow their nest egg! EvoShare partners with employers looking to increase employee participation, contributions, and overall engagement in their 401(k) plan. These employers offer EvoShare as a unique perk that gives their employees a breakthrough solution toward their retirement efforts. EvoShare also partners with over 10,000 online, and local merchants, giving generous cash-back amounts towards employees’ retirement accounts. This number continues to grow every day!

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

Fluent Technologies
331 Montvale Avenue, Suite 280
Stoneham, Massachusetts 02180
PH: 781-939-0900
lmiller@fluenttech.com
fluenttech.com

Fluent® aggregates and analyzes retirement plan data to transform it into actionable insight for client presentations and reporting. We stand by our slogan “smart data that speaks to your markets.”

Fluent’s UtopiaAdvisor® suite of plan investment and plan health evaluation tools support product management and customer-facing team strategic marketing, business review and development practices. UtopiaAdvisor enables data-driven dynamic assessment of plan participation and performance metrics at plan and participant levels, presenting plan activity data to improve retirement outcome decisions. UtopiaAdvisor is a configurable service technology for enterprise use serving retirement plan recordkeepers and their advisor networks. Record keepers and RIAs count on Fluent for retirement plan data trends and participant insights. Trusted by some of the biggest brands in the industry, Fluent reports on one out of six retirement plans in America and has served the financial market since 1994.

GlobeTax
One New York Plaza, 34th Floor
New York, New York 10004
Juliet Zymeck
Ph: 212-747-9100
Juliet_Zymeck@globetax.com
globetax.com

GlobeTax specializes in the recovery of withholding tax for cross-border investors, servicing clients in 40+ countries around the world. The firm provides a full-service tax recovery, relief and reporting offering for investors who hold both American Depository Receipts (ADRs) and foreign ordinary shares; GlobeTax is also a provider of outsource tax reclaim services to the four US banks issuing ADRs: BNY Mellon, Citi, Deutsche Bank and JPMorgan Chase. GlobeTax conducts withholding tax research on over 240+ jurisdictions worldwide and processes over 7 million tax reclaims per year, as the largest tax reclaim filer in the world.

GuidedChoice
200 S Virginia St., Suite 310
Reno, NV 89501
John Shupe
Ph: 888-675-4532 x101
jshupe@guidedchoice.com
guidedchoice.com

Founded nearly 20 years ago, GuidedChoice pioneered a more personalized approach to retirement wellness, advice and managed accounts. The company’s “advisor friendly approach” began with the power of online technology. GuidedChoice was among the first to leverage technology to successfully provide a customized and transparent experience to its clients. With over 2 million employees helped through the power of our “easy to use” technology, they decided to expand their offerings. In early 2020, GuidedChoice opened a new division, 3Nickels, to bring holistic financial wellness, advice and managed account solutions to the market. This innovative approach provides anyone with a financial advisor in their pocketSM. Technology has enabled world class personalized advisory solutions to be made available to anyone. Transparency and the culture of integrity is at the center of everything they do. GuidedChoice believes the customer should understand the value of financial products and services that they choose to use.

GuidedChoice
SPARK Associate Member; Conference Exhibitor

HealthView Services
55 Ferncroft Rd
Danvers, MA 01923
hvsfinancial.com

HealthView Services (commonly referred to as HVS) is the nation’s leading producer of health care cost-projection software.

The company’s primary objective is to prepare current and future retirees for the impact of health care costs, and the firm’s suite of tools, which covers Medicare costs, long-term care expenses, and Social Security optimization strategies, provides a holistic approach to financial stability in retirement. HVS has also emerged as a thought leader in this evolving domain, producing substantial educational content on the importance of integrating health care costs into retirement plans.

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

IRALOGIX
100 South Commons Alloy 26
Pittsburgh, PA 15212
Ph: 330-328-9627
plittlejohn@iralogix.com
iralogix.com

IRALOGIX provides an IRA recordkeeping platform that makes it possible to cost-effectively support and seamlessly expand your services to IRAs of all account balances. The IRALOGIX platform gives you a competitive edge and enables firms to help more people save for retirement while growing both market share and margins.

Laurel Hill Advisory Group
Joe McDavitt
PH: 646-398-3022
jmcdavitt@laurelhill.com
laurelhill.com

Laurel Hill Advisory Group is the number one independent cross border provider of Shareholder Communications and Asset Recovery services in North America. Additionally our missing participant compliance services seamlessly supplement our clients existing operations. Our services meet DOL and IRS guidelines fulfilling your fiduciary duty to missing participants by using best efforts due diligence and minimizes potential regulatory fines and penalties. Our solution follows strict security policies and procedures.

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.

Messagepoint
207 Queen’s Quay West, Suite 802
Toronto, ON M5J1A7
Ph: 416-687-5381
info@messagepoint.com

Messagepoint is a SaaS-based Customer Communications Management (CCM) solution that enables organizations to enhance customer experiences with optimized communications. Our customers include industry-leading banks, financial services organizations, and insurers that leverage Messagepoint’s intelligent content management capabilities to create more timely, relevant, compliant and highly-personalized customer-facing communications, across print and digital channels.

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

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

RCP Solutions
550 Pinetown Road, Suite 320
Fort Washington, PA 19034
Mark Sweatman
Ph: 267-607-4175
msweatman@rcp-solutions.com
rcp-solutions.com

RCP Solutions specializes in risk management, compliance, communications and outreach programs that drive performance and positively impact the bottom line for our clients. Driven by state-of-the-art technology solutions, we integrate the many facets of business, risk, compliance and management to achieve the best results for our clients.

For retirement plans, we help mitigate plan participant risks such as missing participants, locating beneficiaries and resolving uncashed checks while providing the necessary audit trail reporting.

Mark Sweatman, SPARK Member & Conference Exhibitor

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.

Tata Consultancy Services (TCS)
tcs.com

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.

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

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