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Combo Retirement Plan Administrator Strongpoint Partners
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Anchor 3(16) Fiduciary Solutions
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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July Business Services
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Strongpoint Partners
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Managing Director - Operations, Benefits Daybright Financial
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ESOP Administration Consultant Blue Ridge Associates
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EPIC RPS
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Retirement Plan Consultants
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Retirement Plan Administration Consultant Blue Ridge Associates
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Regional Vice President, Sales MAP Retirement USA LLC
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Mergers & Acquisition Specialist Compass
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Compass
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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences
Opportunities and Challenges of the Student Loan Matching FeatureTRA [The Retirement Advantage] |
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June 5, 2024 On-Demand Webinar |
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Matching student loan payments is a new and intriguing option available for plan sponsors introduced within the SECURE provisions. Recent IRS guidance has provided a framework outlining how this provision operates. The presentation outlines the mechanics of the student loan matching programs and the impact on plan sponsors and participants. Areas that are highlighted include the timing and reporting aspects rules, the impact on compliance testing and the participant notification requirements. Learning Objectives
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