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Comments & Materials
NEW MATERIALS:
- Comment Letter to DOL from House and Senate Committee Leaders Re: Fee Disclosure Rules (September 1, 2010)
- SPARK Institute Comment Letter to DOL Re: Fee Disclosure Rules (August 30, 2010)
- Proposed EBSA Rule Regarding Prohibited Transaction Exemption Procedures (August 30, 2010)
- AICPA Alert Re: DOL Acceptance of 403(b) Plan Audit Reports (August 27, 2010)
- FASB Proposed Accounting Standards Update Re: DC Plan Loans (August 26, 2010)
- 403(b) Plans Information Sharing Data Elements Questions & Answers (Last Updated - August 25, 2010)
- DRAFT Best Practices for Multiple Vendor 403(b) Plans Form 5500 Data Aggregation - Version F5500-2.0 (August 23, 2010)
- Summary of Proposed House Bill Requiring Automatic IRAs (August 11, 2010)
- Summary of Proposed Senate Bill Requiring Automatic IRAs (August 11, 2010)
- Proposed House Bill Requiring Automatic IRAS (August 10, 2010)
- Proposed Senate Bill Requiring Automatic IRAs (August 10, 2010)
- SPARK Institute Request to Testify at DOL Lifetime Income Hearings (August 6, 2010) (MEMBERS ONLY)
- DRAFT Data Layouts for Retirement Income Solutions (July 26, 2010)
- SEC's Proposed Rule on Mutual Fund Distribution (12b-1) Fees (July 23, 2010)
- DOL 401(k) Fee Disclosure Regulations for Service Providers (July 16, 2010)
- DOL Fact Sheet on 401(k) Fee Disclosure Regulations for Service Providers (July 16, 2010)
- Pension Communications Project 2010 (June 23, 2010)
- Proposed SEC Rules re: Target Fund Names and Marketing (June 18, 2010)
- SPARK Institute Compliance Alert Re: IRS 401(k) Compliance Check (June 15, 2010)
COMMENT LETTERS:
WHITE PAPERS & PROPOSALS:
403(b) PLANS MATERIALS:
403(b) Best Practices
403(b) Task Force Meeting Minutes
403(b) Other Materials
MEETING MINUTES:
Government Relations Committee
- SPARK Institute Government Relations Committee July 2010 Meeting Minutes (July 12, 2010) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee June 2010 Meeting Minutes (June 15, 2010) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee May 2010 Meeting Minutes (May 13, 2010) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee April 2010 Meeting Minutes (April 14, 2010) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee March 2010 Meeting Minutes (March 11, 2010) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee February 2010 Meeting Minutes (February 12, 2010) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee January 2010 Meeting Minutes (January 14, 2010) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee December 2009 Meeting Minutes (December 9, 2009) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee November 2009 Meeting Minutes (November 10, 2009) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee September 2009 Meeting Minutes (September 29, 2009) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee November Meeting Minutes (December 2, 2009) (MEMBERS ONLY)
- SPARK Institute Government Relations Committee September Meeting Minutes (October 5, 2009) (MEMBERS ONLY)
Lifetime Income Solutions
OTHER MATERIALS:
- Final DOL Rule Re: Time and Order of Issuance of QRDOs (June 9, 2010)
- Proposed Fee Disclosure Legislation in H.R. 4213 (May 24, 2010)
- Final IRS Rules Re: Diversification Requirements for DC Plans (May 18, 2010)
- IRS 401(k) Plans Compliance Check Questionnaire (May 17, 2010)
- Link to IRS website information re: 401(k) Plans Compliance Check Questionnaire Project (May 17, 2010)
- DOL / SEC Investor Bulletin re: Target Date Retirement Funds (May 7, 2010)
- SPARK Institute Board of Directors and DOL RFI Task Force April Meeting Minutes (April 29, 2010) (MEMBERS ONLY)
- The Small Businesses Add Value for Employees ("SAVE") Act (March 11, 2010)
- Highlights of the Annual Report of White House Task Force on the Middle Class (February 26, 2010)
- DOL Proposed Investment Advice Regulations (February 26, 2010)
- DOL Retirement Income RFI (February 2, 2010)
- Obama Administration Initiatives for Retirement Security (January 26, 2010)
- DOL Final Plan Contributions Safe Harbor (January 13, 2010)
- DOL FAQs re: Form 5500 Schedule C (October 23, 2009; revised February 2010)
- ARCHIVED Other Materials
MEMBER SURVEYS:
FAIR FUNDS SETTLEMENTS:
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