Common Contracts
1 similar Information Sharing Agreement contracts
INFORMATION SHARING AGREEMENT FOR 403(b) CONTRACT EXCHANGESInformation Sharing Agreement • November 13th, 2007
This Agreement establishes the understanding between the Employer and Davis Distributors, LLC ("DDLLC"; collectively, the "Parties") to share information necessary for compliance with Treasury Regulation § 1.403(b)-1O(b) relating to tax-free contract exchanges made after September 24, 2007 (or such later compliance date provided in guidance by the Internal Revenue Service) by employees of the Employer. The Parties intend this Agreement to describe the respective duties and obligations of the Parties with respect to contract exchanges entered into after September 24, 2007, as set forth hereafter.
