UBT Fiduciary Training: Qualified Student Loan Matching Contributions

UBT’s Retirement Plan Services team offered a webinar led by our in-house attorney, John Nownes, who provided an in-depth look at the new SECURE 2.0 provisions that allow employers to make matching contributions to participant student loan payments. This feature is a powerful tool for employee recruitment and retention, and John covered essential IRS guidance and procedures for employers considering this option.