We believe you should enjoy your life, all of it.

We help make complex retirement plans simple.

To us, it's independent advice and fiduciary assistance for retirement plans. To you, it's the support and guidance you need to help employees achieve their retirement goals. Let's get started »

Moneynav

Navigating your financial path.

We provide financial education, guidance, and tools to help in every stage of your life.

Start Now
Benefitsnav

Helping your employees save for their future.

Learn how we provide guidance and advice to enhance your company’s retirement program.

Start Now
  • Events

    Join Us for Our Charity Golf & Games Fundraiser

    SAVE THE DATE (1)

    Please join us for our 2018 Annual Charity Golf and Games Fundraiser Event benefiting A Wider Circle and So Others Might Eat, two wonderful, local charities on Wednesday, October 10th! The event offers a fun day for everyone! While we'll be having our annual golf tournament on the course, the clubhouse will be packed with games glory! All are welcome to come play Life-size Jenga, Yard Pong, Corn Hole, Window Tic-Tac-Toe, and more at the Falls Road Golf Course and Clubhouse. 

  • Trend Report

    Is Financial Wellness Making an Impact for Employees?

    AdobeStock_98956277-1“Are my employees on track for their financial picture?”

    It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

  • News

    Alex Assaley, AIF® Named as Delegate to NAPA DC Fly-In Forum

    FOR IMMEDIATE RELEASE

    Bethesda, MD — Alex Assaley, AIF® of AFS 401(k) Retirement Services recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

  • Trend Report

    Is Financial Wellness Making an Impact for Employees?

    AdobeStock_98956277-1“Are my employees on track for their financial picture?”

    It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

We want to help companies and employees take these complex retirement plans and make them simple

Alex Assaley Employee Benefit Adviser

Also Seen In

Proactive advice. Forward-thinking solutions. We help make complex fiduciary oversight, plan design, and employee advice simple.

Ready to take the next step?

Let's go!

Have questions? Schedule a free consultation or contact us:

email: hello@afs401k.com | phone: (301) 951-2642