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Regional Sales Director-Heartland July Business Services
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Stones River Consulting
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Regional Sales Director-Mid Atlantic July Business Services
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Relationship Manager – Defined Contributions Daybright Financial
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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EPIC RPS
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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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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