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On January 1, 2009, sweeping changes to the IRS 403(b) plan regulations take effect, requiring major changes by institutions that offer these plans, including K-12 schools, universities, hospitals and non-profit organizations. The SPARK Institute is at the forefront of preparing the 403(b) plans community for the upcoming changes. The 403(b) Plans Issues and Answers Forums will provide employers, third party administrators, plan advisors, and others involved in 403(b) plans with an unmatched opportunity to understand, prepare for and capitalize on the opportunities created by the new rules.
During the comprehensive 1½ day program, attendees will learn from industry leaders how to prepare for the new regulations, best practices for plan management and ongoing compliance, the differences between ERISA and non-ERISA plan requirements, and how to benefit from the new regulations. A Services Exhibit area will also provide a venue for networking and discussions with major vendors serving the market.
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About The SPARK Institute
The SPARK Institute is leading the way in the development of practical solutions to assist the 403(b) plans community in meeting the compliance requirements of the new IRS regulations. Our members include most of the largest vendors in the 403(b) plan industry who provide record keeping and investment services to plans ranging from one participant programs to plans that cover tens of thousands of employees. The combined membership services more than 90% of all 403(b) plan participants. With the active participation of our membership, we have been successful in such critical activities as:
- Developing a sample Information Sharing Agreement
- Establishing industry best practices for required information sharing
- Creating an RFP Guide for employers that offer a 403(b) plan
- Advancing cost effective and sensible approaches for operating plans and regulatory compliance and with the IRS and Department of Labor
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