Student loans can hold your employees back—and their retirement savings too. A student loan matching program can change that.
How a student loan matching program works:
- Employees make their student loan payments.
- Employers match those payments with retirement contributions.
Why it’s a game-changer:
- Attract talent: 40% of workers would change jobs for better benefits.[1]
- Boost wellness: Help employees pay loans and save for the future.
- Stay competitive: Stand out, especially with Millennials and Gen Z.
Starting in 2025, SECURE 2.0 makes it easier to match loan payments with retirement contributions. Is this program right for your team?
Let’s explore your options
Adcock Financial Group
H. Brian Adcock
311 W. Fletcher Avenue
Tampa, FL 33612
813-935-4091
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Adcock Financial Group is a member firm of PartnersFinancial. Kestra IS and Kestra AS are not affiliated with Adcock Financial Group or PartnersFinancial. Kestra IS and Kestra AS do not provide tax or legal advice. Please access the following site to review form CRS, Reg BI and relevant disclosures. www.kestrafinancial.com/disclosures
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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[1] Willis Towers Watson. “2024 Global Benefits Attitudes Survey.” June 2024.