Plan Design, Post SECURE 2.0 (Student Loan, PLESA, Distributions, Roth)

ASPPA [American Society of Pension Professionals & Actuaries]

Speaker: David Schultz JD, APM Attorney FIS

The SECURE 2.0 Act added many new optional benefits and features to the retirement plan landscape. New options allow plans to offer emergency savings accounts, increased contributions, more in-service distribution options, and more. This session will review the plan design, and
the associated operational pros and cons, with the new SECURE 2.0 options. This session will include discussion of student loan matching contributions, PLESA savings accounts, new in-service distribution options, Roth employer contributions, increased catch-up contribution limits, and more.

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