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S4E4: Employee Deferrals
Welcome back to the Sentinel Pension Show! On today’s
episode, Kasey and Melissa discuss the next section of the plan document about
employee deferrals. Kasey and Melissa review the different parameters they
often see for employee deferral eligibility and deferral modification dates. We
explain automatic enrollment, permissible withdrawals, major rule changes due
to SECURE 2.0, voluntary after-tax contributions, and much more!
Have any questions about this episode’s topic? Let us know!
Visit our website for more information: Sentinel Pension (sp-tpa.com)
Call us at 225-300-8478
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
View all episodes
By Sentinel Pension
5
33 ratings
Welcome back to the Sentinel Pension Show! On today’s
episode, Kasey and Melissa discuss the next section of the plan document about
employee deferrals. Kasey and Melissa review the different parameters they
often see for employee deferral eligibility and deferral modification dates. We
explain automatic enrollment, permissible withdrawals, major rule changes due
to SECURE 2.0, voluntary after-tax contributions, and much more!
Have any questions about this episode’s topic? Let us know!
Visit our website for more information: Sentinel Pension (sp-tpa.com)
Call us at 225-300-8478
Follow us on LinkedIn
Follow us on Facebook
Music by Adam Vitovsky
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