The Spark Institute

The Society of Professional Asset-Managers and Recordkeepers (SPARK) is an inter-industry professional association servicing mutual fund companies, banks, insurance companies, investment advisors, third party administration, recordkeepers and benefit consulting firms in the retirement plan industry. SPARK is one of the oldest and most prestigious organizations that serve retirement plan professionals. Our membership is comprised of a broad array of individuals that service retirement plans and who represent over 250 companies. Our members represent most of the major service providers in the retirement plan industry, and collectively such companies serve over 95% of the U.S. defined contribution plan participants. Member benefits include:

  • The Annual Marketplace Update Report
  • The "SPARK Journal" - The Association's Quarterly Newsletter
  • Member Only Conferences and Seminars
  • Accreditation Programs - Recognizing Individual Proficiency in Retirement Plan Operations and Sales/Marketing
  • Training Courses - Basic, Speciality and Advanced Online Training Courses
  • The RFP Guide for Plan Sponsors - Standardized Recordkeeping RFP Package
  • SPARK Data Format


Join us for our 2-day fiduciary workshop, designed to offer attendees a chance to interact with their peers to get a common interpretation of the final regulations, identify broad considerations for compliance and organizational readiness and develop goals on how the industry implement these new regulations.

The workshop will start with a general session highlighting the major features of the final regulations. Then attendees will break into five separate discussion groups, covering: 1) Direct and Advisor Distributions; 2) Ongoing Service; 3) Servicing Retirement Participants; 4) Legal and Compliance and 5) Technology. On the second day, each discussion group will provide a summary of their individual sessions for the benefit of all attendees.

Dates & Locations:

May 9-10 in Charlotte, NC hosted by Wells Fargo.   Register now

May 12-13 in Greenwood Village, CO hosted by Empower.  Register now


Member Benefits

Click the link below to learn more about the benefits of becoming a member of SPARK

Membership Information