Webinar Replay: SECURE 2.0 and the Impacts of Employer Matching for Student Loan Payments

By and on September 20, 2023

Student loan debt is set once again to impact millions of American workers. Fortunately, starting next year, employers will have new ways to help employees navigate student loan debt. Provisions of the SECURE 2.0 Act will allow employers to provide employer-matching contributions based on their employees’ qualified student loan repayments outside the plan.

In this webinar, McDermott’s Jeffrey M. Holdvogt and Teal N. Trujillo were joined by Tom Robertson C(k)P® of Graystone Consulting for a discussion exploring how organizations can provide this exciting new benefit to their workforces and leverage this important tool to increase employee satisfaction and retention.

Topics included:

  • Reasons why your organization should consider student loan debt/repayment benefits
  • Options available to employers to provide tax-advantaged benefits related to student loan debt and repayment
  • Key aspects of the SECURE 2.0 Act related to student loan repayment benefits as part of an employee retirement plan
  • Questions, challenges and tips for employers implementing a SECURE 2.0 student loan benefit in their retirement plans

Access the webinar.

Access the slides.

Jeffrey Holdvogt
Jeffrey (Jeff) M. Holdvogt advises clients regarding a wide range of employee benefits matters. He focuses primarily on the design and administration of complex pension, defined contribution and executive deferred compensation arrangements. Jeff counsels privately and publicly held corporations on ongoing day-to-day retirement and executive compensation issues, as well as employee benefits design and transition matters arising from corporate mergers, acquisitions and divestitures. Read Jeff Holdvogt's full bio.

Teal Trujillo
Teal Trujillo focuses her practice on employee benefits and executive compensation matters for public and private companies. She regularly leads due diligence and advises on liability related to retirement plans, health and welfare plans and executive compensation in stock purchase and asset purchase transactions. Read Teal Trujillo's full bio.




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