Compliance August 19th, 2024 Interim IRS Guidance Published on Student Loan Matching Payments The program, created in SECURE 2.0, addresses student loans, which are considered a significant impediment to retirement savings.
Client Service June 7th, 2024 What to Know About Qualified Student Loan Payment Matching While the IRS has provided guidance on the new provision, there is still clarification needed, according to an expert.
Products & Services January 25th, 2024 Product & Service Launches – 1/25/24 Prudential announces Fidelity-related SimplyIncome annuity solution; Betterment launches small business student loan 401(k) matching program; Corebridge brings multi-year guaranteed annuity...
Client Service January 25th, 2024 Student Loan 401(k) Matching: A Case Study T. Rowe Price and engineering consultancy Kimley-Horn detail the steps that went into offering a student loan match in 2024.
Practice Management October 11th, 2023 As Student Loan Repayments Resume, Employers Can Help Advisers and employers can prepare their participants for the financial shift and potential eligibility for matching funds in 2024.
In Practice September 13th, 2023 ADP Exec: Start Auto-Enrollment With New Clients Now With SECURE 2.0 deadlines pending, plan advisers should also start talking to plan sponsors about providing company matches as post-tax...