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The Pension Design Group
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3(16) Plan Customer Liaison, Enrollments Compass
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| Webinars and Podcasts |
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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences
The Opportunities and Challenges of the Student Loan Matching FeatureTRA [The Retirement Advantage] |
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May 7, 2025 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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