Spark Forum Retirement Industry Conference 2017 | The SPARK Institute | 5 November 2017 | The Breakers, 1 S County Rd, Palm Beach, FL 33480, US

Join us at the SPARK Forum, the retirement services industry's leading event for the nation's top marketing, sales, administration and recordkeeping professionals. Attendees include representatives from national banks, insurance companies, mutual fund complexes, investment firms, third party administrators, benefit consulting organizations and financial advisory firms. We have a comprehensive agenda designed to meet the needs of not only 401(k) Plan Providers, but also Financial Advisors and Third Party Administrators.

Who Should Attend?

The SPARK Forum presents outstanding educational and networking opportunities for a broad array of companies and executives, including:

• Recordkeeping Administrators
• Investment Advisors and Management
• TPA Owners and Management
• Independent Record Keepers
• Fund Companies and Investment Managers
• 403(b) Service Providers
• Sales and Marketing Executives and Managers
• Product Development Executives
• Financial Advisors and RIAs
• Government Affairs Representatives
• Legal, Risk Management and Compliance Professionals

2017 Speakers:

Robin Brewton
Vice President of Client Services at Social Security Solutions, Inc.

Chris Gaston
Senior Policy Director of Davis & Harman LLP.

Mike Hadley
Partner in the law firm Davis & Harman LLP.

Tim Rouse
Executive Director, The Spark Institute

Andrew Way
Retirement Group Head, Corporate Insights

Mike Alfred
Managing Director, BrightScope

Brandon Bellin
Director & Actuary, Retirement Plans, Securian Retirement

Aram Boornazian
Director, Great-West Investments

Matthew Brenner
Managing Vice President, Investments, ICMA-RC

Daniel Bruns
Senior Product Specialist, Morningstar

Ken Burtnick
Senior Product Manager, Paychex, Inc.

Peter Cariola
Vice President, Senior Product Manager, Millennium Trust Company

Philip Chao
Principal and CIO, Chao & Company, Ltd.

Tom Conlon
Head of Relationship Management, Betterment

Jim Courtney
Director, Communications & Education, Federal Retirement Thrift Investment Board

Daniel Cross
Vice President, DST

Ravindra Deo
Executive Director, Federal Retirement Thrift Investment Board

Terry Dunne
SVP, Managing Director, Millennium Trust Company

Jeff Evers
Principal Consultant, Enterprise Iron Financial Industry Solutions, Inc.

Russell Fernandez
Senior Manager, Deloitte Consulting

Stacey Ganina
Vice President, Defined Contribution Investment Strategy, BlackRock

Chris Gaston
Senior Policy Director, Davis & Harman LLP

Mike Hadley
Partner, Davis & Harman LLP

Teresa Hassara
Head of Workplace Solutions, MassMutual

Cynthia Hayes
President, Oculus Partners, LLC

Raul Hernandez
Chief Services Officer, City of Miami

Greg Iacurci
Reporter, InvestmentNews

Michael Kozemchak
Managing Director, Institutional Investment Consulting (IIC)

Bob Kunimura
Chief Technology Officer, Millennium Trust Company

Lauren Leneis
Principal Consultant, Enterprise Iron Financial Industry Solutions, Inc.

David Levine
Principal, Groom Law Group, Chartered

Todd Levy
Chief Investment Officer, Ingham Retirement Group

Joan McDonagh
Senior Director, Legislative and Regulatory Affairs, Empower Retirement

Doug McIntosh
VP, Investments, Prudential Retirement

Moira Meehan
Senior Director, Participant Services, TIAA

2017 Sponsors:

PRINCIPAL:
• Ascensus
• BlackRock
• Bridge Point
• Broadridge
• Core Solutions
• Corporate Insight
• Custodia Financial
• DC Rec
• DST
• Deloitte
• Empower Institutional
• Enterprise Iron
• Fiduciary Benchmarks
• FIS]
• Inspira
• J.P Morgan
• Lincoln Financial Group
• MetLife
• Millennium Trust Company
• Prudential
• Retiree Income
• Russell Investment
• Stadion Retirement
• State Street Global Advisors
• Wells Fargo

SESSION:
• Allianz Global Investors
• Ascensus
• BlackRock
• BridgePoint
• BrightScope
• BroadRidge
• Corporate Insight
• Custodia Financial
• DC REC
• Deloitte
• DST
• Empower Institutional
• Enterprise Iron
• Fiduciary Benchmarks
• FIS
• Inspira
• Invesco
• J.P Morgan
• Lincoln Financial Group
• Millennium Trust Company
• Culus Partners, LLC
• Prudential
• Retiree Income
• Stadion Retirement
• State Street Global Advisors
• Russell Investment
• Vanguard
• Voya
• Wells Fargo

RECENT MATERIAL/ REFRESHMENT:
• ADP
• Ascensus
• BD Consulting Group
• BlackRock
• Ameritas
• BenefitsLink.com
• BridgePoint
• BroadRidge
• Chesapeaker Benefit Partner
• Core Solutions
• Convergent
• CPAS
• Custodia Financial
• Deloitte
• Delta Data
• DST
• Empower Institutional
• Enquiron
• Enterprise Iron
• Envestnet Retirement Solution
• Fidelity Investment
• Fluent
• Franklin Templeton Investments
• Globe Tax
• Invesco
• J.P Morgan
• Keystone Partners
• LifeScents
• Lincoln Financial Group
• Mass Mutual Financial Group
• Merrill Corporation
• MorningStar
• Pioneer Investments
• Process Unity
• RCP
• Retirement Clearing House
• Sapiens
• Smart Dollar
• Social Security Solution
• Stadion Retirement
• The Spark Institute Inc
• T. RowePrice
• Venture Solutions
• Voya Financial
• WyStar