403(b) Information Sharing Agreement Sample Contracts

Name of Public School District: Fruitport Community Schools Name of Investment Provider:
403(b) Information Sharing Agreement • October 31st, 2007

The above-named Michigan Public School District and above-named Investment Provider (“Investment Provider”) are entering into this Information Sharing Agreement pursuant to Treas. Reg. § 1.403(b)-10(b)(2)(C). Accordingly, the parties hereby agree as follows:

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Sample 403(b) Information Sharing Agreement (“ISA”)
403(b) Information Sharing Agreement • August 31st, 2020

The term “Employer” means the entity identified above, the entity or entities identified in the Plan document as participating employers and the Employer’s agents, designees and contractors (including third party administrators) which are identified in writing to the Vendor.

INSTRUCTIONS PAGE (Lord Abbett)
403(b) Information Sharing Agreement • November 18th, 2008

Fillable PDF Forms: These PDF forms can be filled out at your computer by simply clicking on the lines or boxes on the form and then typing the information in with your keyboard. When finished, they can be saved and/or printed out filled-in, and then the printed copies signed.

INSTRUCTIONS PAGE (The Hartford)
403(b) Information Sharing Agreement • October 17th, 2008

Fillable PDF Forms: These PDF forms can be filled out at your computer by simply clicking on the lines or boxes on the form and then typing the information in with your keyboard. When finished, they can be saved and/or printed out filled-in, and then the printed copies signed.

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