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Sample 403(b) Plans' Information Sharing Agreement
SPARK Institute
May 7, 2008 13 pages. Excerpt: The sample ISA provides: A set of sample contractual provisions, with [bracketed alternative or optional text] and italicized user notes, and A list of the data elements and information which SPARK Institute members have collectively agreed upon as minimally necessary for issuers and vendors to exchange. MORE >> |
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