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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  
06/07 DB DC 403(b) 457 NQ PPA: Pension Protection Act of 2006, Summary of Prudential Retirement's Publications
05/08 DB         PPA: IRS Issues Plan Valuation Regulations For Single-Employer Defined Benefit Plans
04/08   DC       IRS Provides Timeline for Adoption of Certain Pre-Approved EGTRRA Plan Documents
04/08 DB         PPA: IRS Publishes Proposed Regulations for Hybrid Plans
  DB         Highlights of Proposed Rules For Hybrid Plans
03/08     403(b)     Plan Documents Required for 403(b) Arrangements
03/08 DB         IRS Publishes Guidance on Accrual Rules in Defined Benefit Plan Conversions
03/08   DC 403(b) 457   PPA: IRS Provides Guidance on Automatic Enrollment Plan Designs
    DC 403(b) 457   Comparison of Automatic Enrollment Participant Notice Requirements as of November 8, 2007
02/08 DB         PBGC Provides Premium Guidance For Defined Benefit Plans
02/08 DB         PPA:IRS Delays Effective Date of Certain Funding Regulations
01/08         NQ Highlights of Final Rules For Nonqualified Defined Benefit Deferred Compensation Plans
            Highlights of Final Rules For Nonqualified Defined Benefit Deferred Compensation Plans Chart
01/08 DB         IRS Issues PPA Lump Sum Guidance
01/08         NQ Highlights of Final Rules For Nonqualified Defined Contribution Deferred Compensation Plans
            Highlights of Final Rules For Nonqualified Defined Contribution Plans Chart
12/07 DB         PPA: IRS Issues Guidance for Certain Underfunded Defined Benefit Plans
11/07   DC 403(b)     2007 Year-End Compliance Reminders - For DC plans subject to ERISA
Guide to 2007 Corrective Distribution Forms
11/07   DC 403(b) 457   2007 Year-End Compliance Reminders - For DC plans not subject to ERISA
11/07   DC 403(b)     DOL Issues Long-Awaited Final Rules for Default Investments
11/07 DB         Defined Benefit Plans Must Make Required Payments
10/07   DC 403(b) 457   Elective Deferral Limits for 2008 for Employees of Non-Profit and Governmental Employers
10/07 DB DC 403(b) 457   2008 Dollar Limits Under Employee Benefit Plans
10/07 DB DC 403(b) 457 NQ New Rules for Identifying Controlled Groups of Tax-Exempt Organizations
10/07   DC 403(b)     Excess Deferral Distributions Must Include Gap Period Income
09/07 DB DC       IRS Provides Guidance on In-Service Payments from Pension Plans
09/07   DC       IRS Issues Final Roth 401(k) Distribution Rules
09/07 403(b) Changes to 403(b) Transfer and Exchange Rules Require Immediate Attention
09/07         NQ IRS Extends Deadline for Adoption of Nonqualified Plan Documents
08/07     403(b)     DOL Guidance Preserves Non-ERISA 403(b) Programs
08/07     403(b)     Finally, the Final 403(b) Regulations
08/07   DC 403(b)     IRS Publishes Final Section 415 Rules for Defined Contribution Plans
08/07 DB         IRS Issues Final Section 415 Rules for Defined Benefit Plans
06/07   DC 403(b) 457   PPA:Pension Protection Act of 2006 Makes Additional Changes to Defined Contribution Plan Rules for 2008 and Beyond
06/07 DB         PPA: Pension Protection Act of 2006 Changes Affect Single-Employer Defined Benefit Plans in 2008
06/07 DB         PPA: Pension Protection Act of 2006 Requires Major Changes to Multiemployer Defined Benefit Plans in 2008 and Beyond
06/07 DB DC 403(b)     Compliance Checklist 2007 - For plans that are subject to ERISA
06/07 DB DC 403(b) 457 NQ Compliance Checklist 2007 - For plans that are not subject to ERISA
05/07 DB DC       PPA: IRS Provides Guidance on PPA Employer Deduction Limits

*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.

The Pension Analyst is published by Prudential Retirement, a Prudential Financial business, to provide clients with up-to-date information on current legislation and regulatory developments affecting qualified retirement plans and programs.

This publication is distributed with the understanding that Prudential Retirement is not rendering legal advice. Plan sponsors should consult their attorneys about the application of any law to their retirement plans. Prudential Financial is a service mark of The Prudential Insurance Company of America, Newark, NJ and its affiliates.

Prudential Financial is authorized to transact business in all U.S. states and the District of Columbia.  Product availability varies by state.  Group insurance coverages are underwritten and group annuities are issued by The Prudential Insurance Company of America.  The Prudential Insurance Company of America is a Prudential Financial company.  Prudential Retirement Services is a Prudential Financial business.  Intuit and Quicken are registered trademarks and/or registered service marks of Intuit, Inc.  Intuit Inc. and Prudential Financial are independent organizations. 

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