Tax Facts

 IRS Releases Guidance on Student Loan Matching Payments Post-SECURE Act

Starting in 2024, employers are entitled to base retirement account matching contributions on qualified student loan payments (QSLPs).  In Notice 2024-63, the IRS provided important guidance and clarification for employers.  First, the QSLP must be for the employee, the employee's spouse or dependents.  The employee...

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