Sponsor Profiles 2022

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.

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.

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.

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.

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

Benetic, Inc.
680 S Cache Street, Suite 100-12679
Jackson, WY 83001
Ph: 650-799-9892
ray@benetic.com
benetic.com

Benetic is a technology-powered solution for retirement advisors and consultants that brings record keepers, asset managers, and other plan service providers together in one place to generate the best plan options quickly and cost effectively. Benetic’s marketplace features over 30 record keepers. A key Benetic feature is the more than 50 Benetic-negotiated CITs (managed by BlackRock, State Street, and others), in addition to the universe of investment options, which advisors and their plan clients can utilize as plan investment options. As of July 31, 2022, we had over 200 advisor firms on our platform who have run more than $8bn in proposals.

Benetic
SPARK Associate Member; Conference Exhibitor

Cboe Vest
8350 Broad Street, Suite 240
McLean, VA 22102-5150
cboevest.com

Cboe Vest is the creator of Target Outcome Investments® and manager of the longest-running Buffer Fund. The firm’s flagship Buffer Strategy, which seeks to buffer losses in down markets and participate in potential gains to a cap, is available in mutual funds, exchange-traded funds (ETFs), unit investment trusts (UITs), variable insurance trusts (VITs), customizable managed accounts / sub-advisory services – and now in retirement-specific mutual funds and collective investment trusts (CITs).

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

Coinbase Institutional
Ph: 469-387-0354
anthony.bassili@coinbase.com
coinbase.com

Coinbase Institutional is a bridge to the cryptoeconomy, trusted by over 14,500 institutions. Coinbase Prime is its fully integrated prime broker platform built specifically for institutions, supporting the entire transaction lifecycle, including multi-venue agency trading for 200 assets, custody for more than 300 assets, prime financing, staking and staking infrastructure, data and analytics. Custody is provided by Coinbase Custody Trust Company, a qualified custodian and a New York limited purpose trust company regulated by the New York Department of Financial Services. Coinbase Custody Trust Company is a fiduciary under New York state banking law.

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.

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.

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

Financial Fitness Group
501 W. Broadway, Suite A158
San Diego, CA 92101
Ph: 888-345-1285
georgette@financialfitnessgroup.com
financialfitnessgroup.com

Financial Fitness Group is an enterprise software company that provides financial education solutions to maximize user engagement. Our financial wellness platform engages users of all backgrounds, from investors to employees. Financial Fitness Group is a leading provider of interactive financial wellness for financial service providers, banks, credit unions, advisors, government agencies, and the largest companies across the nation. For over 20 years, we have assessed and educated over 4 million individuals at thousands of organizations to drive real behavior change through our financial education platform.

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

iCapital Solutions
icapital.com

iCapital is the financial technology company with the mission to power the world’s alternative investment marketplace. Our platform has transformed the way alternative investments are bought and sold through tech-based solutions for advisors, their high-net-worth client base, asset managers, and banks.

For additional information, please visit the iCapital website at icapital.com | LinkedIn | Twitter

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.

BlueRush
5700 Yonge Street St. #200
Toronto, ON M2M 4K2
BlueRush.com

BlueRush drives stronger digital engagement through IndiVideo, an interactive, data-driven, personalized video solution. IndiVideo enables Sales, Marketing, and Communication teams to create, distribute, and optimize videos at scale.

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

Inveniam Capital Partners
Patrick D. O’Meara
pomeara@inveniam.io
INVENIAM.io

Inveniam.io is the data operating system that delivers access, transparency, and trust in the value and performance data for private market assets with an efficiency that rivals public markets. Inveniam.io provides real-time access to trusted data unlocking greater price discovery, asset value, and liquidity.

Inveniam is powering the digital future for asset managers and investors to maximize liquidity and value for private market assets. Real-time data surveillance technology allows seamless data management with frequent and independent valuations that inform asset performance. Our products are built on patented blockchain technologies that transform the way data is accessed, utilized, and valued.

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.

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 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.

My Corporate Ally
Barbara March
Ph: 678-371-8243
bmarch@mycorpally.com
mycorpally.com

My Corporate Ally is a business advisory and solutions firm that ensures our clients have confidence in their ability to achieve successful business outcomes. We guide companies through growth and change, helping them to navigate complex challenges. We provide expert perspectives, strong mentoring relationships and tailored solutions for companies that service or deliver on the financial services needs of consumers worldwide.

Our consultants have deep industry knowledge coupled with senior business acumen. We always keep execution in perspective while creating sustainable strategies for long-term growth. And we do this through executive-to-executive partnership and collaboration, working as allies with you.

Nasdaq
nasdaq.com

Nasdaq (Nasdaq: NDAQ) is a global technology company serving the capital markets and other industries. Our diverse offering of data, analytics, software and services enables clients to optimize and execute their business vision with confidence.

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

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

RealBlocks
43 West 23rd Street, 4th Floor
New York, NY 10011
Ph: 678-234-0447
perrin@realblocks.com
realblocks.com

As alternative investment managers raise more capital, many are noticing that their back office processes are just not keeping up with the demands of their front office. RealBlocks solves for this by helping alternative investment managers automate their back office processes and scalably expand their distribution footprint via our software. In short, the value proposition of RealBlocks can be summarized as follows:

• Providing a white-labeled, fully-digital investing and administration experience for managers and their clients
• Allowing for automated compliance to support offshore distribution of funds
• Helping managers lower minimums and access new distribution channels by offering targeted single strategy and multi-strategy

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

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.