Prudential Financial

Pension Analyst

Prudential's Pension Analyst® offers information on the latest regulatory changes that may impact your plan. Prudential's Washington Update® offers information on proposed changes that could affect your retirement program.

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Date Plan Subject
  DB DC 403(b) 457 NQ  
11/09   DC 403(b) 457   IRS issues guidance regarding unused paid time off
11/09 DB DC       IRS further extends effective date of normal retirement age regulations for governmental plans
11/09   DC 403(b) 457   IRS provides guidance on waivers of 2009 required minimum distributions
10/09 DB         IRS issues guidance for approval of revocation requests for multiemployer plans
10/09   DC 403(b) 457   Elective deferral limits for 2010 for employees of non-profit and governmental employers
10/09 DB DC 403(b) 457   2010 Dollar Limits under Employee Benefit Plans
10/09   DC 403(b)     Participants must be "noticed"
10/09 DB         Defined benefit plans must make required payments
09/09     403(b)     DOL provides reporting relief for 403(b) plans
09/09 DB DC 403(b) 457   Same-sex marriage laws present challenges for retirement plan sponsors
09/09 DB DC       Workforce reductions may result in partial plan termination
07/09 DB DC 403(b)     Compliance Checklist 2009 - For plans that are subject to ERISA
07/09 DB DC 403(b) 457 NQ Compliance Checklist 2009 - For plans that are not subject to ERISA
06/09   DC 403(b)     New rules allow employers to suspend nonelective contributions to Safe Harbor Plans due to business hardship
06/09 DB         PBGC issues final regulations on reporting by underfunded plans
05/09 DB         IRS provides WRERA funding relief election procedures
05/09         NQ IRS revises self-correction procedures for nonqualified deferred compensation plans
05/09   DC 403(b) 457   IRS provides final guidance on automatic enrollment plan designs
04/09 DB DC 403(b)     DOL Voluntary Fiduciary Correction (VFC) Program
            Glossary of special VFC terms
            Eligible transactions and corrections under the VFC Program
04/09 DB         DOL issues model PPA annual funding notice
03/09 DB         WRERA provides PPA technical corrections and other changes to single-employer defined benefit plans
03/09 DB         WRERA provides PPA technical corrections and other changes to multiemployer defined benefit plans
03/09 DB         WRERA provides PPA technical corrections to defined benefit governmental plans and non-electing church plans
03/09   DC 403(b) 457   Worker, Retiree, and Employer Recovery Act provides relief for defined contribution plans
02/09 DB DC 403(b) 457   EESA affects retirement plan administration
01/09 DB DC       IRS provides guidance and special options for EGTRRA determination letter Cycle D plans
01/09     403(b)     Federal agencies expand Form 5500 rules for 403(b) plans
01/09 DB         IRS issues multiemployer plan amortization extension procedures
01/09 DB         PBGC issues final plan termination disclosure rules
12/08 DB DC 403(b)     IRS updates correction programs
12/08     403(b)     IRS delays written plan requirement deadline for 403(b) plans
12/08   DC       Annual limits increase for Puerto Rico plans
12/08   DC 403(b)     DOL publishes final rules on annuity selection for defined contribution plans
12/08   DC 403(b)     2008 Plan Year: Year-End compliance reminders - For defined contribution plans subject to ERISA
            Guide to 2008 corrective distribution forms
12/08   DC 403(b) 457   2008 Year-End compliance reminders - For defined contribution plans not subject to ERISA
11/08 DB DC       IRS extends effective date of normal retirement age regulations for governmental plans
11/08 DB DC       IRS modifies remedial amendment cycle rules for governmental plans

INST-20080904-A028245

*Published as CIGNA's Pension Analyst prior to Prudential Financial's acquisition of CIGNA's retirement business. Some of the information in these publications may be applicable only to plans previously serviced by CIGNA.