IGNITE Your 401K Practice
SPARK & TRAU Training Partnership
Perfect for Retirement Plan Advisors & Staff
Defined contribution plans are booming - Is your practice keeping up? Online certification programs first established in 2004, by SPARK members, to train client facing and operational staff of record keepers now expanded for:
Wealth managers with five or more plans
Emerging plan advisors looking to expand their retirement practice
Support Staff for Specialist Plan Advisors
With 90 million participants, 401k and 403b plans are ideal ways to find new wealth management and IRA rollover clients. Since 2004, SPARK programs have provided industry training covering:
- Plan Features & Design
- Participant Communications & Education
- Plan Reporting & Compliance
- Investments
40+ TRAU Online Courses designed for advisors covering:
- Plan Optimization (TDF due diligence)
- Sales & Marketing (Expanding wealth management & IRA rollover practice)
- Practice Management
- Technical Competence (Comprehensive Fiduciary Training)
