403(b)
Please click on any year below to view the full archives from that year.
2013
2012
2011
2010
2009
2008
2007
2013 Archived 403(b) Other Materials
- IRS Pre-Approved 403(b) Prototype and Volume Submitter Plans Program – Rev. Proc. 2013-22 (March 28, 2013)
- IRS Listing of Required Modifications (“LRMs”) and Sample Language for Pre-Approved 403(b) Prototype and Volume Submitter Plans (March 28, 2013)
- IRS 403(b) Plans Checklist and Fix-It Guide (February 21, 2013)
- IRS VCP Submission Kit for 403(b) Plans That Failed to Timely Adopt a Written Plan (February 11, 2013)
- Sample File Layouts for Multiple Vendor Plans Remittance and Census Data Elements (Version RC 1.0) (January 4, 2010) – Obsolete as of February 1, 2013.
- Best Practices for Multiple Vendor Plans — Remittance and Census Data Elements (Version RC 1.0) (June 30, 2009) – Obsolete as of February 1, 2013.
2012 Archived 403(b) Other Materials
2011 Archived 403(b) Other Materials
403(b) Task Force Meeting Minutes:
- SPARK Institute 403(b) Task Force December 2011 Meeting Minutes (December 15, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force October 2011 Meeting Minutes (October 27, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force September 2011 Meeting Minutes (September 16, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force August 2011 Meeting Minutes (August 11, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force July 2011 Meeting Minutes (July 20, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force May 2011 Meeting Minutes (May 25, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force April 2011 Meeting Minutes (April 29, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force March 2011 Meeting Minutes (March 24, 2011) (MEMBERS ONLY)
- SPARK Institute 403(b) Task Force January 2011 Meeting Minutes (January 26, 2011) (MEMBERS ONLY)
2010 Archived 403(b) Other Materials
2009 Archived 403(b) Best Practices
2009 Archived 403(b) Other Materials
- IRS Announcement Re: Remedial Amendment Period for 403(b) Plans (December 10, 2009)
- SPARK Institute Letter Re: Transition Issues for 403(b) Plans under FAB 2009-02 (September 4, 2009)
- Best Practices for 403(b) and Related Retirement Plans Information Sharing — Minimum and Comprehensive Data Elements (Version 1.04) (June 30, 2009)
- SPARK Institute Letter to IRS Re: Revenue Procedure for 403(b) Plans; Announcement 2009-34 (June 1, 2009)
2008 Archived 403(b) Other 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) Other Materials
