The Opportunities and Challenges of the Student Loan Matching Feature

TRA [The Retirement Advantage]

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

• Understand the mechanics of matching qualified student loan payments (QSLP)
• Review the limitations and rules surrounding student loan matching
• How QSLP impact plan reporting and testing

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