SAMPLE INFORMATION SHARING AGREEMENTSample Information Sharing Agreement • December 2nd, 2008
establishes the understanding between Provider and Plan Sponsor to share information necessary for compliance with final 403(b) regulations relating to Exchanges by employees of Plan Sponsor made after September 24, 2007. Provider and Employer intend this Agreement to describe the respective duties and obligations of the parties with respect to Exchanges as set forth hereafter.
Sample 403(b) Information Sharing AgreementSample Information Sharing Agreement • April 4th, 2008
THIS SAMPLE INFORMATION SHARING AGREEMENT (“ISA”) HAS NOT BEEN REVIEWED, APPROVED, OR AUTHORIZED BY THE TREASURY DEPARTMENT OR THE INTERNAL REVENUE SERVICE (“IRS”) AS MEETING THE REQUIREMENTS OF ANY APPLICABLE RULES OR
