Mar 28, 2023

SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related...

Updated: Mar 29, 2023

SECURE 2.0 – A Closer Look at Long-term Part Time Employees, Matching Student Loans, and Related Employer Attribution:

Join Alison Fay and Katrina Veldkamp as they take a deeper dive into some of the more technical aspects of SECURE 2.0, including changes to the long-term part-time employee rules, employer matching of student loans, and changes in the rules regarding family attribution for related employer groups.

Handout Materials:

Addressing the Risks of Related Employer Status for Benefit Plan Purposes

Expanded Coverage For Part-Time Employees Under Secure 2.0

Secure 2.0 Updates Family Attribution Rules For Aggregation of Businesses

Secure 2.0 – Treating Student Loans as Elective Deferrals