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September 3rd, 2024
Information & Insights for the 403(b) Community
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Ask the Experts
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Is It a Good Time to Consider a Student-Loan Repayment Match?
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Q: A while ago, after consulting with our ERISA attorney, we decided to delay approval of a student-loan-repayment match feature in our ERISA 403(b) plan because, as our counsel put it, there were too many outstanding questions regarding the benefit. Given the recent release of IRS Notice 2024-63, which provides clarification on retirement plan student loan repayments, do you think we can revisit this provision?
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