Sydney Aeschlimann, QKS, is a Manager on the Retirement Plan Practice Group, a specialized team at Innovest Portfolio Solutions that maximizes efficiencies and implements process improvements for retirement plan clients. She also supports the Research, Due Diligence, and the Performance Reporting Team.
Ascending SECURE 2.0: Catch-Up Contributions
Reaching summit of the landmark law’s changes made more challenging by two big looming provisions, say contributors Sydney Aeschlimann and Robert Stebbins