Archived 403(b) Materials
Please click on any year below to view the full archives from that year.
2008
2007
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)
- 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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