Archived 403(b) Materials
Please click on any year below to view the full archives from that year.
2010
2009
2008
2007
2010 Archived 403(b) Materials
2009 Archived 403(b) Best Practices
2009 Archived 403(b) Other Materials
2008 Archived 403(b) Materials
- Joint Letter to Treasury Requesting 403(b) Compliance Deadline Extension (October 22, 2008)
- SPARK Institute Letter to DOL Re: 403(b) Plans Form 5500 Reporting (November 24, 2008) (MEMBERS ONLY)
- SPARK Institute Advisory Opinion Request to the DOL Regarding 403(b) Plan Issues (November 19, 2008)
- SPARK Institute Letter Re: IRS 403(b) Plans Prototype Program (June 1, 2009)
- IRS Notice 2009-3 - Relief From Immediate Compliance With 2009 403(b) Written Plan Requirement (December 11, 2008)
- 403 (b) Plans Task Force Meeting Minutes (May 30, 2008) (MEMBERS ONLY)
- 403 (b) Plans Task Force RFP Sub Group Meeting Minutes (May 29, 2008) (MEMBERS ONLY)
- 403 (b) Plans Task Force RFP Sub Group Meeting Minutes (May 22, 2008) (MEMBERS ONLY)
- 403 (b) Plans Information Sharing Technology Meeting Minutes (May 21, 2008) (MEMBERS ONLY)
- 403 (b) Plans Task Force RFP Sub Group Meeting Minutes (May 15. 2008) (MEMBERS ONLY)
- 403(b) Plans Task Force RFP Sub Group Meeting Minutes (May 5, 2008) (MEMBERS ONLY)
- 403(b) Plans Task Force - DTCC Follow-Up Meeting Materials (April 18, 2008) (MEMBERS ONLY)
- 403(b) Plans RFP Sub Group Meeting Minutes (April 17, 2008) (MEMBERS ONLY)
- IRS Announcement Re: 403(b) Plans Prototype Program (April 14, 2009)
- IRS Request for Comments Re: 403(b) Plans Prototype Program (April 14, 2009)
- Proposed IRS Sample 403(b) Prototype Plan Provisions and Information Package (April 14, 2009)
- The SPARK Institute's Best Practices for 403(b) Plans Information Sharing Technology
(Version 1.0) (September 4, 2008)
- 403(b) Plans RFP Sub Group Meeting Minutes (April 3, 2008) (MEMBERS ONLY)
- 403(b) Plans Information Sharing Technology Summit Meeting Minutes (March 26, 2008) (MEMBERS ONLY)
- The SPARK Institute Request Re: Pre-Approved 403(b) Prototype Plan Program (March 21, 2008) (MEMBERS ONLY)
- SPARK Institute Comment to the IRS Re: Revenue Procedures 2007-71 (March 14, 2008)
- The SPARK Institute Comments on Revenue Procedure 2007-71 (March 14, 2008) (MEMBERS ONLY)
- 403(b) Plans Task Force Meeting Minutes (March 11, 2008) (MEMBERS ONLY)
- 403(b) Plans Task Force Meeting Minutes - Data Sharing Standards Working Group (February 29, 2008) (MEMBERS ONLY)
- The SPARK Institute 403(b) Plans Task Force Preliminary Summary of Questions, Issues and Concerns for the Employee Benefits Security Administration Re: FAB 2007-02 (February 26, 2008) (MEMBERS ONLY)
- 403(b) Plans Task Force Meeting Minutes (February 26, 2008) (MEMBERS ONLY)
2007 Archived 403(b) Materials
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