Pension Analyst

 

Prudential Retirement - Pension Analyst

Prudential's Pension Analyst® offers information on the latest regulatory changes that may impact your plan.

These documents require the Adobe® Acrobat® Reader. See Acrobat Instructions for information about downloading, installing, and using the free Acrobat Reader.

 
Date Plan Subject
  DB DC 403(b) 457 NQ  

11/18

DB DC 403(b) 457 IRS modifies correction programs

11/18

DB DC 403(b) 457 2019 Dollar limits Under Employee Benefit Plans

11/18

DC 403(b) 457 Elective deferral limits for 2019 for employees of non-profit and governmental employers

10/18

DB DC 403(b) 457 IRS provides revised rollover distribution notices

10/18

DB Defined benefit plans must make required payments

9/18

DC IRS issues ruling on student loan repayment benefit in 401(k) plan

9/18

DC Puerto Rico Treasury extends relief for Hurricane Maria victims

8/18

DC 403(b) Many defined contribution plan sponsors must annually "notice" their participants

8/18

DC IRS finalizes rules allowing forfeitures to fund QNECs and QMACs

8/18

DB DC 403(b) 457 PBGC streamlines disaster relief

3/18

DB DC Puerto Rico cost-of-living adjustments for 2018

2/18

DB DC 403(b) 457 NQ Bipartisan Budget Act includes retirement plan provisions

2/18

DB DC 403(b) Compliance Checklist 2018 - For plans that are subject to ERISA

2/18

DB DC 403(b) 457 NQ Compliance Checklist 2018 – For plans that are not subject to ERISA

2/18

DB DC 403(b) IRS modifies Voluntary Correction Program user fees

1/18

DB DC 403(b) 457 NQ Tax reform impacts retirement benefits

12/17

DC Puerto Rico Treasury issues relief for Hurricane Maria victims

12/17

DB DC 403(b) NQ DOL delays applicability of disability claims procedures

12/17

DB 403(b) 2017 Plan Year: Year-end compliance reminders—For defined contribution plans subject to ERISA

12/17

DC 403(b) 457 2017 Year-end compliance reminders—For defined contribution plans not subject to ERISA

11/17

DB IRS updates approval process for funding method changes

11/17

DB IRS updates pension mortality tables

11/17

DB DC 403(b) 457 Hurricane Maria and California Wildfires affect retirement plan administration