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Retirement Forum: Full Arc of Finance Explored
23 Oct
Summary
- SPARK Forum 2026 theme: 'From first dollar to last payout and beyond.'
- Membership evolves to include advisors, fintech, and alternative investment providers.
- Agenda shaped by member feedback, focusing on depth and discussion.
The 2026 SPARK Forum is set to explore the complete retirement journey, themed 'From first dollar to last payout and beyond.' This comprehensive approach reflects the industry's expanding role, beginning with early savings and extending through lifetime income and wealth transfer.
The forum's agenda, co-chaired by leaders from T. Rowe Price and Morningstar, was developed by its members. This ensures a focus on current industry challenges and opportunities.
Key topics include regulatory changes, the implications of AI, and alternative investments. The event also revisits retirement income strategies, emphasizing evolving directions in the field.
Participation in the SPARK Forum has grown beyond traditional record keepers to include advisors, TPAs, fintech providers, and alternative investment specialists. This diverse attendance allows for multifaceted discussions on industry trends.
The forum, scheduled for mid-November, is the industry's final major gathering of the year. Enrollment is still open via the SPARK Institute website.
