In-Plan Retirement Income and eDelivery front and center at SPARK Forum


Friday, November 1, 2019 | By Larry McQuaid, Head of Business Development

In-Plan Retirement Income and eDelivery front and center at SPARK Forum

This year at the SPARK Forum, SS&C Retirement Solutions will be joining 325+ leaders from across the retirement industry, including CIOs and senior IT leaders, legal and compliance, audit and risk, operations, CMOs, and business development. As part of the conference, three of our senior thought leaders will be lending their knowledge to two highly relevant and timely topics: in-plan retirement income and eDelivery. 

A fresh look at in-plan retirement income

There’s been a resurgence of interest in in-plan retirement income due to the SECURE Act. The SECURE Act could amount to the most significant package of retirement reforms since the passage of the Pension Protection Act of 2006. If enacted, these reforms would promote the greater adoption of retirement plans by employers who do not currently offer a retirement plan to their employees, which would result in a far greater number of Americans being covered by a workplace retirement plan. Additionally, these reforms may result in the greater adoption of annuity investment options that provide a guaranteed stream of income in retirement so that participants are not subject to the risk of outliving their assets. 

Mike Shafer, Principal Client Relationship Executive, SS&C Retirement Solutions, will moderate what’s sure to be a lively and insightful conversation. Panelists Scott Colangelo, Chairman, Prime Capital Investment Advisors; Matt Condos, VP, Lincoln Financial Group; and Doug McIntosh, VP Investments Prudential Retirement will sit down November 4 from 1-1:50 p.m.

Securing the end-to-end email process 

eDelivery continues to gain traction and interest. Most recently, several industry organizations including the Investment Company Institute (ICI) and The SPARK Institute, sent a letter to the Employee Benefits Security Administration of the DOL asking it to propose regulations that would give plan sponsors permission to make retirement plan electronic delivery (or e-delivery) the default method of delivery for retirement plan disclosures and notices. No doubt eDelivery has tremendous upside for plan sponsors and participants. However, as the retirement industry continues to promote eDelivery, it is essential that the email delivery process is trusted and secure. Understandably, cybersecurity is a concern.

BJ Ralston, Senior Director of Risk Management & Compliance, SS&C Retirement Solutions will address this very topic with a panel of industry experts during the SPARK Forum. Joining BJ on stage, also from SS&C, will also be Yalmore Grant, Director of Information Security, SS&C Technologies. Fareed Bukhari, Director of Product Marketing for Agari; Jonathan Halperin from Homeland Security; and Mike Hadley, Partner at Davis & Harman will round out the panel. This session will take place November 4 from 2:30-3:20 p.m.

If you’re attending SPARK, be sure to attend these sessions on Monday, and make sure to stop by the SS&C Retirement Solutions booth to talk one-on-one with BJ, Mike, and Yalmore, along with rest of our leadership team.



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