General Inquires
Marlene Jung

Join us at the 2009 SPARK Forum, 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.

Benefits of Attending

  • Gain insights into the latest business, marketing and sales strategies, market trends, and legal issues
  • Hear from featured speakers Jim McCarthy, Head of Client Advisory and Retirement Services, Morgan Stanley Smith Barney, and Dr. David Kelly, Chief Market Strategist for JPMorgan
  • Attend sessions designed for TPAs, Financial Advisors and RIAs
  • Take away actionable information to improve your business
  • Earn Continuing Education Credits
  • Learn, network with peers and enjoy golf and other events

Conference Highlights

  • Marketplace Trends and Statistical Update
  • TPA Research Results
  • Legislative / Regulatory Update
  • Special 403(b) Track for TPAs
    • Fiduciary Issues for Non-ERISA Plans
    • Loan Administration Challenges
    • Data Sharing Roundtable
    • TPA Roundtable Dinner
  • Networking Events
Visit the Services Exhibition featuring the latest products, services and technology in the industry.
Platinum Sponsors

Enterprise Iron

Gold Sponsors

Lincoln Financial Group

Silver Sponsors

Paradigm Capital Management, Inc.



ePlan Services


Wealth Management Systems Inc.


Media Sponsors

Employee Benefits Jobs

Fund Action