SPARK Updates 403(b) Info Sharing Best Practices for Roth Values

The SPARK Institute has released “Best Practices for 403(b) Plans Information Sharing -- Minimum and Comprehensive Data Elements Version 1.03.”

SPARK General Counsel Larry Goldbrum noted in a press release that some of the updates relate to the labeling of Rollover Roth Cash Values and Roth 403(b) Cash Values for information sharing purposes.

In addition, the Institute has updated the Q&A on its Web site and added revised, conforming changes to examples that illustrate the methodology under the Best Practices for reporting loan amount available data.

All information can be found at