S4E4: Employee Deferrals
Update: 2024-10-14
Description
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!
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Music by Adam Vitovsky
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