What is the Qualified Disaster Recovery Distribution provision about?

Implementing the Optional Student Debt Repayment Match Provision

Here's what you need to know to use this optional provision with your participants.

Disclaimer: SECURE 2.0 is evolving and new guidance continues to be shared. Information presented in this video reflects our understanding of the act and provisions at the time it was finalized on July 23, 2024.

MissionSquare Retirement does not offer specific tax or legal advice. The information presented here is for educational purposes only and is not to be construed or relied upon as investment advice. It is recommended that individuals consult with their personal finance advisor prior to implementing any financial or tax strategy.