Join us at the SPARK National Conference, the retirement services industry's leading event for the nation's top marketing, sales, administration and record keeping 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 Advisers and Third Party Administrators who serve our industry.

Sessions Include:

• DOL Update – Phyllis Borzi, Assistant Secretary of Labor, EBSA, U.S. Department of Labor
• Ask the CEOs – Russ Fradin, President and CEO, SunGard and Steve Hooley, President and COO, DST Systems, Inc., and Bob Wuelfing, Executive Director, The SPARK Institute (moderator)
• The Three Sources of Fiduciary Risk: Yesterday, Today and Tomorrow – Chip Castille,
  Managing Director and Head of Blackrock's US and Canada DC Group, BlackRock
• Washington Update – Steve Saxon, Principal, Groom Law Group, Chartered
• 3rd Party Vendor: The Decision Process – Ronald Reed, Vice President, Retirement Plan Services and Shared Services Information Technology, Lincoln Financial Group, and Michele Booth, Senior Vice President, Client and Administrative Services, Lincoln Financial Group
• Technology Innovations in the Participant and Advisor Rollover Space – John Geli,
  CEO, Wealth Management Systems
• The Road Ahead: Practical Ideas to Capitalize on Industry Trends & Grow Your
  Retirement Plan Practice – Anders Smith, Senior Vice President, National Sales Manager, Nuveen Investments
• TPA 2.0 - Harnessing the Technology Talent of Gen Y to Improve the Business Operations
  and Client Communication – Sarah Simoneaux, CPC, Founding Partner,
  Simoneaux & Stroud Consulting Services 
• Plan Sponsor Attitudes: New Opportunities for Advisors – Jim Dowling, Senior Vice President,
  Fidelity Financial Advisor Solutions, a division of Fidelity Investments
• Communicate Your Value As You Reveal Your Fees – Larry McQuaid, Vice President,
  General Manager S&P Capital IQ Financial Communications
• Retirement Income Strategies for Advisors – Mary Beth Franklin, Contributing Editor,
  InvestmentNews
• Evolving Your Retirement Practice: A Panel Discussion with Leading Retirement Advisors – Steve Cronin, Vice President, National Sales Director, Ascensus
• Ask the ERISA Attorney - Interactive Q&A on Fundamental Issues Facing Professional Retirement Advisors – David Levine, Principal, Groom Law Group, Chartered and Kevin Murphy, Vice President, Franklin Templeton Investments (moderator)
• Behavorial Challenges to Performance in Participation Retirement Accounts – Aylmer Magill, Managing Director Defined Contribution Investment Only Group, John Hancock Funds, and Steve Cronin, Vice President, National Sales Director, Ascensus (moderator)
• What TPA's Need to Know about Today's Advisors – Sean Cunniff, Senior Vice President, Advisor and Investment Solutions, SunGard (moderator), and Karl E. Hansen, President, The Vita Companies, and W. Michael Montgomery, Managing Principal, Montgomery Retirement Plan Advisors, Inc., and David Turner, Chief Executive Officer, Cascade Financial Management
• Navigating the Latest Trends in Risk – Philip SL Chao, Principal & Founder, Chao & Company, LTD, and Travis E. J. Dutton, Vice President, Lockton Company, and John Evans, Chief Investment Council, Sageview Advisory Group, and Stacy L. Schaus, CFP, Executive Vice President and DC Practice Leader, PIMCO

Attendee Benefits:

• Participate in interactive sessions on marketing, operations, investment and distribution issues.
• Learn how current and pending legislation and regulations will affect your business.
• Receive Continuing Education Credits.
• Network with peers from all segments of the industry.

Sponsor & Exhibitor Benefits:

• Promote your products and services to new prospects.
• Increase your industry profile.
• Network with industry leaders.
• Enhance your brand and product awareness.
• Meet with key industry media representatives.

Cocktail receptions and other networking events will be held in the Exhibition area.

For more information outlining the sponsorship and exhibiting opportunities and additional conference information, contact Marlene Jung at 860-658-5058 or marlene@sparkinstitute.org.