About the Spark Institute

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
Puzzle Boardroom Table People

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)

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