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Best Practices for 403(b) and Related Retirement Plans Information Sharing: Minimum and Comprehensive Data Elements (PDF)
SPARK Institute Link to more items from this source
July 12, 2009
42 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 'Best Practices'). 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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