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  
01/11 DB         PBGC issues 2011 plan year guidance on reportable events
01/11 DB         IRS issues revised multiemployer plan amortization extension procedures
01/11 DB         IRS further extends deadline for certain PPA amendments
01/11       457 NQ IRS provides insight into unforeseeable emergencies
01/11   DC 403(b) 457   FASB revises its position on reporting of participant loans
12/10   DC 403(b)     DOL issues final participant fee disclosure rules for defined contribution plans.
12/10   DC 403(b) 457   IRS provides preliminary guidance on in-plan Roth rollovers
12/10   DC 403(b)     2010 Plan Year: Year-End compliance reminders - For defined contribution plans subject to ERISA
12/10   DC 403(b) 457   2010 Year-End compliance reminders - For defined contribution plans not subject to ERISA
10/10   DC 403(b) 457   Elective deferral limits for 2011 for employees of non-proft and governmental employers
10/10 DB DC 403(b) 457   2011 Dollar Limits under Employee Benefit Plans
10/10   DC 403(b) 457   New law provides additional designated Roth contribution options
10/10 DB         Defined benefit plans must make required payments
09/10   DC 403(b)     Many defined contribution plan sponsors must annually "notice" their participants
09/10 DB DC 403(b)     DOL requires service providers to disclose fees to fiduciaries
08/10 DB         New law provides funding relief for single-employer defined benefit plans
08/10 DB         New law provides funding relief for multiemployer defined benefit plans
08/10 DB DC 403(b)     DOL issues "interim final" service provider fee disclosure rules
07/10 DB DC 403(b) 457   Dodd-Frank Wall Street Reform and Consumer Protection Act orders study to determine whether stable-value products are swaps
07/10   DC       IRS issues final regulations on investment diversification requirement
07/10         NQ IRS provides document correction procedures for nonqualified deferred compensation plans
07/10   DC       IRS extends EGTRRA deadline for plans in certain federally declared disaster areas
06/10 DB DC 403(b)     DOL clarifies QDRO timing and order rules
06/10   DC 403(b)     Forfeiture suspense accounts should have limited lifespans
05/10 DB DC       DOL issues additional guidance for multiemployer plans
05/10 DB DC 403(b)     Compliance Checklist 2010 - For plans that are subject to ERISA
05/10 DB DC 403(b) 457 NQ Compliance Checklist 2010 - For plans that are not subject to ERISA
04/10     403(b)     DOL provides additional exemption guidance for non-ERISA 403(b) plans
04/10 DB DC 403(b) 457   IRS provides guidance on miscellaneous HEART Act changes
04/10     403(b)     DOL provides additional Form 5500 guidance for ERISA 403(b) plans

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*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.