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Changes to 403(b) Transfer and Exchange Rules Require Immediate Attention (PDF)
Prudential Financial 
Sept. 27, 2007
2 pages. Excerpt: In addition to the need for clearer guidance from the IRS with respect to orphan contracts, employers and investment providers need additional guidance regarding operational compliance with the new contract exchange rules that take effect on September 25, 2007. For example, employers need to know how to identify annuity contract providers associated with their plans and programs. They also need to know what types of information must be shared under information sharing agreements and when that information must be shared.
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