Experts have long predicted that SECURE Act 2.0-enabled student loan retirement matching will revolutionize workplace financial wellness. But now that the IRS has issued further operational guidelines for this new benefit, that revolution is taking hold of the industry even faster than expected. Advisors: are you keeping pace? In this webinar, we’ll discuss:
The state of student loan retirement matching in 2025 and beyond
IRS guidance: what plan advisors and plan sponsors need to know
Learnings and outcomes from early adopters
About the Speakers
Deirdre Bertrand, Chief Operating Officer, Candidly
Deirdre Bertrand is the COO of Candidly. She is responsible for driving operational strategy and efficiency across the organization, overseeing Customer Success, Customer Support, Payment Operations, and Human Resources. Deirdre leads the organization to ensure seamless execution, delivery of exceptional customer experience and operational excellence.Deirdre began her career in Investment Banking at Jefferies Group and has spent over 20 years in the student loan industry most recently as the COO of Monogram LLC. She holds an undergraduate degree in International Politics and Economics from Middlebury College.
Sean Wiggin, Senior Product Manager, Strategic Partnerships, Empower
Sean Wiggin is a Senior Product Manager of Strategic Partnerships for Empower. In his role, he is responsible for working with best-in-class benefit partners to help plan sponsors optimize their total benefit offerings through an integrated Empower experience. He has direct responsibility for several Empower strategic partnerships, which provide services to Empower clientele through integrated offerings. Sean also works with an independent third party that provides value and fee benchmarking, and a Puerto Rico-based bank offering trustee and third-party administrator services for retirement plans in Puerto Rico. Sean joined the organization in 2004. He has also worked for Wells Fargo, where he held positions in retirement plan administration and personal banking. Sean holds a bachelor’s degree in business administration from the University of Northern Colorado as well as an MBA and a master’s degree in finance from the University of Colorado. He also holds the Qualified 401(k) Administrator (QKA®) designation from the American Society of Pension Professionals & Actuaries.
Participant Information
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Recordings are available one week after the live webcast takes place.