Some Help for "Retiring" Student Debt?

Student debt looms large as a retirement savings impediment, particularly for younger workers. However, a recent private letter ruling from the IRS was seen by some as offering a step toward aligning those interests.

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* 1. Have plan sponsor clients/prospects reached out to you about the possibilities with the private letter ruling (PLR)?

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* 2. What have they been asking?

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* 3. If plan sponsors have reached out to you, how have you (generally) responded?

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* 4. Any comments?

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* 5. Have you reached out to plan sponsor clients/prospects about the possibilities with the private letter ruling (PLR)?

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* 6. While the PLR only applies to a specific employer/situation, there have been requests that the IRS broaden its application.  If those terms were extended to all employers, do you think there would be widespread interest?

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* 7. Any comments?

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* 8. Other comments about student debt, the impact of student debt on retirement savings, the possibility of something like the PLR to help deal with the impact of student debt on retirement savings, the complications associated with things like plan qualification rules and documents on such potential solutions, or life in general?

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* 9. What is your role working with retirement plans?

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* 10. What size plans do you PRIMARILY work with?

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* 11. Suggestions for future survey questions?

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* 12. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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