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EPIC RPS
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Regional Sales Director-Mid Atlantic July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Nova 401(k) Associates
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Director, Strategic Accounts and Channel Development July Business Services
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Stones River Consulting
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Director of Regulatory Operations and Compliance PCS Retirement
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Regional Sales Director-Heartland July Business Services
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Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Independent Retirement
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Does the 401(k) need a PLESA Feature? Exploring the Opportunities & ChallengesTRA [The Retirement Advantage] |
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Apr. 9, 2025 On-Demand Webinar |
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The Pension-Link Emergency Savings Account (PLESA) provides participants a tool to accumulate accessible emergency savings amounts within their retirement plan at work. The participant may take distributions from the PLESA account during the year. In addition, the deferrals to the PLESA account can be matched by the plan sponsor. PLESA accounts must be invested in conservative, principal secure investment vehicles. The PLESA is an optional provision and plan sponsors considering this strategy will weigh the benefits to the participants with the increased complexity to the plan. Learning Objectives
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