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Best Practices for 403(b) Plans Information Sharing – Minimum and Comprehensive Data Elements (PDF)
SPARK Institute Link to more items from this source
May 7, 2008
18 pages. Excerpt: This document sets forth certain best practices with respect to the data elements for information sharing between 403(b) plan employers or employer representatives and vendors. The document also identifies a basic file convention layout. The document does not define best practices for: (1) the methods and frequency of data transmission, or (2) information sharing with respect to specific plan transactions or events (e.g., loans).

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