Advisory Committee on Tax Exempt and Government Entities (ACT ...

PROTECTING PLAN BENEFITS:IMPROVING GOVERNMENTAL DEFINED CONTRIBUTION PLAN COMPLIANCEAppendix A Data Sources (Partial List)• Benefits Link Survey Comments (Appendix A)• Comments from Governmental Plans Roundtable (April 22, 2008)• SPARK Comments on IRS 403(b) Plan Rules (March 19, 2008)• Fidelity Investments Comments on Rev Proc 2007-71 (March 14, 2008)• Trends in Public Sector Retirement Plans, Nationwide Retirement EducationInstitute, Volume II (March 2006)• What Do We Know about the Universe of State and Local Plans? State andLocal Pension Plans, Center for Retirement Research at Boston College,Number 4, (March 2008)• New 403(b) Rules Present Challenges, Opportunities; Ignites (April 15, 2008)• Non-Profit Sector DC Plans, Public Elementary/Secondary School Systems(2008)• NAGDCA Match Plan Profiles (November 2006)• NAGDCA Defined Contribution Plan Survey (March 2008)• EBRI Databook on Employee Benefits (Various)• Memo from Willett Consulting (March 31, 2008)• IRS TE/GE Communications and Educational Material (Various)• Agenda and Minutes for Meeting with NAGDCA Industry Group (March 18, 2008)• The SPARK Institute on IRS 403 (b) Plan Rules (March 19, 2008)ADVISORY COMMITTEE ON TAX EXEMPT AND GOVERNMENT ENTITIES (ACT) June 11, 2008 28