News & Analysis as of

Retirement Plan Debt

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A big threat is student debt

I always look at the bigger picture and I’m concerned about issues that are 5-10 years down the pike. This is what you do when you have 20+ plus years left before retirement. I’ve always been a forward thinker, which often...more

Hogan Lovells

UK FCA publishes annual Sector Views report

Hogan Lovells on

The UK Financial Conduct Authority (FCA) has published Sector Views, its annual report examining how each financial sector is performing....more

Stinson - Benefits Notes Blog

IRS Approves Student Loan Repayment “Match” Under 401(k) Plan

One of the clear trends in employee benefits involves companies offering assistance with their workforce’s student loan repayments. The reasons are obvious. Student loan debt is now the largest source of consumer debt after...more

Stinson LLP

IRS Approves Student Loan Repayment "Match" Under 401(k) Plan

Stinson LLP on

One of the clear trends in employee benefits involves companies offering assistance with their workforce's student loan repayments. The reasons are obvious. ...more

Polsinelli

IRS Issues New Guidance on Using 401(k) Plan Contributions to Reward Student Loan Repayments

Polsinelli on

For many employees, contributing to a retirement plan is often easier said than done. This is especially true for employees who enter the workforce with significant student loan debt. ...more

Spilman Thomas & Battle, PLLC

The Way of the Future: Student Loan Benefit Plans

According to a recent study, Americans currently owe approximately $1.4 trillion in student loan debt. With increasing pressure to pay off student loans, some employees choose not to contribute to retirement programs offered...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Retirement Plan Advisors Advantage - September 2018

Some Hard Truths About The Retirement Plan Business. The truth, the hard truth. What makes me a very unpopular person in the retirement plan business and synagogue is that I'm very opinionated and I like to call it...more

Bradley Arant Boult Cummings LLP

IRS Approves the Use of a 401(k) Plan to Help Tackle Student Loan Debt - Employee Benefits Alert

The Internal Revenue Service (IRS) has issued a private letter ruling approving of an employer’s program to provide employees a retirement plan contribution conditioned on student loan repayments. Specifically, the IRS found...more

Morrison & Foerster LLP - Structured Products

Structured Thoughts: News for the financial services community, Volume 7, Issue 6

Structured Notes Offered on an Agency Basis - In our last issue, we discussed the potential impact of the Department of Labor’s new rules on sales of structured products. In that article, we discussed some of the...more

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