Scott Liggett, J.D., AIF®’s Post

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Director of ERISA Oversight at Prime Capital Retirement

Plan Sponsors - if you are seeing an uptick in Hardship Withdrawals, a couple of considerations: 1. Be sure your current financial wellness program includes a focus on budgeting and education as to how to best save for emergency situations; and 2. Talk to your advisor about the new emergency savings provisions of the SECURE Act 2.0 (pension-linked emergency savings accounts - "PLESAs") to determine whether it would be a good fit for your company. Reach out to me if you want to talk more! #financeeducation #financialwellness #emergencyfund https://lnkd.in/gS2Mkymr

Retirement Accounts Are the New Emergency Funds

Retirement Accounts Are the New Emergency Funds

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