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2020 VIRTUAL SPARK FORUMN O V. 4 - 6 R E T I R E M E N T I N D U S T R Y C O N F E R E N C ESponsorship and Exhibitor OpportunitiesThe SPARK Institute, Inc. Phone: 860-658-5058 www.sparkinstitute.orgwww.sparkinstitute.orgPage 1

Table of ContentsPast Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Past Media Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5Past Exhibitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52020 Virtual SPARK Forum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6Principal Sponsorship Opportunities . . . . . . . . . . . . . . . . . . . . . . . . 7Exhibitor Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Speaker Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Advertising Opportunities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Media Sponsorships . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Important Information, Requirements and Limitations . . . . . . . . . 10Past SPARK Conference Attendee Companies . . . . . . . . . . . 11-13www.sparkinstitute.orgPage 2

Past SponsorsENTERPRISEIRONSmart data that speaks to your marketswww.sparkinstitute.orgPage 3

Past Sponsors100, 82, 16, 354, 6, 100, 075, 68, 63, 7455, 42, 39, 33www.sparkinstitute.orgPage 4

Past M e d i a S p o n s o r sBRNBROADCAST RETIREMENT NETWORKPast ExhibitorsADP Retirement ServicesDelta Data SoftwareLaurel Hill Securities LLCAIGDietrich and Associates Inc.LifeCentsAmerican Century InvestmentsDTCCLIMRAAmeritas Life Insurance Corp.Empower RetirementLincoln Financial GroupAnthony Hodges ConsultingEnterprise Iron F.I.S. Inc.LOMAASCEnvestnet Retirement SolutionsMessagepointAscensusEvoshareMillennium Trust CompanyBenefitsLinkFiduciary BenchmarksOculus PartnersBizforceFISOneil DataBlackRockFisher InvestmentsPenChecks TrustBrightscope, Inc.Fluent TechnologiesPidaliaBroadridge Financial SolutionsFPS Trust Co.PIMCOCerulli AssociatesFranklin Templeton GroupPioneer InvestmentsCogent Reports - Market StrategiesFutureFuel.ioPNC BankCognizant Technology SolutionsGlobe Tax Services Inc.RCP Solutions, LLCColonial Surety Agency LLCGoldstar TrustSS&CCommonBondGradifi Inc.Stadion MoneyCongruent Solutions, Inc.GuidedChoice, Inc.State Street Global AdvisorsConvergent LLCHealthEquityTATA Consultancy ServicesCorporate InsightHealthViewTIAACustodia FinancialICMA Retirement Corp.TRAUdailyVestInfosys McCamish Systems, LLCVenture te Consulting, LLPiraLogixwww.sparkinstitute.orgPage 5

2020 Virtual SPARK ForumBenefits of ParticipationThe 2020 SPARK Forum will provide opportunities for you to:Increase your industry profileEnhance your brand and product awarenessPromote your products and services to new prospectsIntroduce new products and servicesNetwork with industry leadersMeet with key industry media representativesIncrease your professional knowledgeWho Should Sponsor/Exhibit?The SPARK Forum is the perfect venue for any companythat provides products and services to the retirementservices market. Among the organizations that choosethe conference to support their marketing efforts throughsponsorships or exhibits are:Mutual funds and other investment managementorganizationsRecord keeping service providersCommunications and printing firmsSystems and technology companiesConsulting firmsEducation and training companiesTrust companiesOutsourcing organizationsRollover service providerswww.sparkinstitute.orgAttendee ProfileBy taking an active, visible role as a sponsor or exhibitor atthe SPARK Forum, you’ll have access to the top retirementindustry executives, managers and other professionalswho attend the conference, including:Retirement business presidentsInvestment advisors and managersTPA owners and managersFund company managers403(b) service providersRecord keeping administratorsSales and marketing executives and managersProduct development executivesGovernment affairs representativesLegal, risk management and compliance professionalsConference ScheduleHear from subject matter experts from across the globewith four sessions daily from 10:30 am to 3pm ET,Wednesday - Friday. Timely topics will include a postelection Washington Update, SECURE, CARES Act alongoperational and advisor centric topics. Attendees willhear directly from plan sponsors on various panels tounderstand their views and discuss the challenges they areaddressing in these unprecedented times.Page 6

Principal Sponsorship OpportunitiesExclusive Platinum Sponsorship – 25,000Gold Sponsorships – 15,000Gold signage in lobby entranceProminent exposure in Session AuditoriumPanel discussion participation (live or pre-recorded)Platinum signage in lobby entranceComplimentary clients registrationPanel discussion participation (live or pre-recorded)Exhibit boothUnlimited invitations for your clientsChoose booth template designRegistration lobby banner; links directly to your boothUpdate booth materials during eventExhibit boothAssign staffers to your booth during eventChoose booth template designReceive live attendee inquiries with chat, emailUpdate booth materials during event24/7 access to booth metrics reportsAssign staffers to your booth during eventBanner ad on SPARK conference website for 60 daysReceive live attendee inquiries with chat, email24/7 access to booth metrics reportsBanner ad on SPARK conference website for 90 daysSilver Sponsorships – 12,500Silver signage in lobby entrancePanel discussion participation (live or pre-recorded)Complimentary clients registrationExhibit boothChoose booth template designUpdate booth materials during eventAssign staffers to your booth during eventReceive live attendee inquiries with chat, email24/7 access to booth metrics reportsENTERPRISEIRONBanner ad on SPARK conference website for 30 dayswww.sparkinstitute.orgPage 7

Exhibitor InformationThe Services Exhibition at the SPARK Forum provides the perfect venue for you to showcase your products andservices to the industry’s top decision makers. With exclusive exhibit hours, exhibitors will have significant opportunitiesto showcase products and services, network, develop prospects, and meet with current clients.Exhibitor Package – 3,500Exhibition boothChoose booth template designProvide materials for booth (pdfs, videos and demos)Update booth materials during eventAssign staffers to your booth during eventReceive live attendee inquiries with chat, email24/7 access to booth metrics reportsAttendee Audience – SPARK is offering complimentary attendance throughout the retirement industry in theseunprecedented timesExpecting 500 attendee registrationsAudience will include plan sponsors, advisors, consultants, asset managers, record keepers, banks, insurancecompanies and service providersSponsors and exhibitors from the industryNetworking – our virtual environment brings many opportunities to network with attendeesThe booths will have “Live” representation before and after the all various presentationsAttendee access is available 24 / 7 with the ability to connect with attendees via email, etc.Chat virtually with attendees within the open environment or privatelyReporting – Our virtual environment will provide live 24/7 reporting on demand regarding your booth traffic andopportunities to network with attendeesUnlimited company registrations – Receive complimentary registrations for your employees.Event Guest Registrations – Invite your clients and prospects to the virtual event.Services Exhibition Hours*Wednesday, Nov 4th 10:30 – 11:00 amWednesday, Nov 4th 12:00 – 12:30 pmWednesday, Nov 4th 1:20 – 1:40 pmWednesday, Nov 4th 2:30 – 3:00 pmThursday, Nov 5th 10:30 – 11:00 amThursday, Nov 5th 12:00 – 12:30 pmThursday, Nov 5th 1:20 – 1:40 pmThursday, Nov 5th 2:30 – 3:00 pmFriday, Nov 6th 10:30 – 11:00 amFriday, Nov 6th 12:00 – 12:30 pmFriday, Nov 6th 1:20 – 1:40 pmFriday, Nov 6th 2:30 – 3:00 pm* Times subject to change.www.sparkinstitute.orgPage 8

Speaking OpportunitiesCall for SpeakersSession sponsorship opportunities at this year’s Forumcan include topics targeted to the following audience:Share your passion with attendees.We pride ourselves on putting the leading voices onstage at SPARK events.401(k) service providersWe’re looking for new voices with thought-provokingideas for panel discussions.Financial advisorsIf you like to propose a speaker or session topic, we’dlike to hear from you.Record KeepersCyber Security professionalsIf you are interested in raising your profile among anyof these audiences, please contact Marlene Jung fordetails on the session sponsorships and the benefitsfor your organization.For more details please contact:Marlene Jung at 860-658-5058 or marlene@sparkinstitute.orgAdvertising OpportunitiesVirtual Event AdvertisingForum Website AdvertisingAs the primary source for details and registration for theSPARK Forum, the SPARK website will receive heavytraffic before and after the conference. Limited ad space isavailable to promote your company, including a link on ourconference web site.Advertising space is available in our new virtualenvironment. Attendees will have access the virtualenvironment 24/7 during the event to view the agendaand speakers, attend sessions and visit sponsors andexhibitors’ virtual booths and social media feeds. A limitednumber of banner ads will be available that will allowsponsors to increase their advertising impressions andfurther engage attendees.Media OpportunitiesMedia Customized Sponsorships Available – Call for DetailsMarlene Jung at 860-658-5058 or ge 9

Important Information, Requirements & LimitationsSponsors and exhibitors may not sponsor or hostcompeting events during the “live” hours of thevirtual event.Sponsorship opportunities are limited, and areassigned on a first-come, first served basis.Sponsorship benefits are subject to change andsubstitution with benefits of equal or greater valuewhen necessary due to circumstances beyond ourreasonable control.All sponsor and exhibitor logos, companydescriptions, and other information must be receivedby the stated deadlines in order to be included in thevirtual event.Membership in SPARK is required for exhibitors orsponsors.Cancellation Policy - Sponsorship and exhibitorcommitments cannot be cancelled, and theassociated fees are non-refundable. Sponsorshipand exhibitor fees are non-transferrable to futureconferences or events.Vendor members must exhibit in order to attend theconference.Signs and other promotional material are limitedto the Services Exhibition and advertisingopportunities.R DAYEDNESDAYTUESDAY 2324252627282930Page 10