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 »

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Helping your employees save for their future.

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

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  • Events

    Join the Wallet Watch Challenge

     

    WWC 2019   

     Do you want to achieve financial goals like maintaining better spending habits, saving more, and tracking your expenses? If you said yes to any of these questions, then register to participate in our Wallet Watch Challenge.         

  • News

    What Type of Fiduciary Should Your Retirement Plan Have?

    testcropThe retirement plan industry has a problem – jargon. While speaking the language is second nature to those who live every day in retirement plan consulting, it’s important that we act as ambassadors and translate the convoluted acronyms and industry slang, so our partners and retirement committee members have the knowledge they need to manage their plan with confidence.

  • 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

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

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Have questions? Schedule a free consultation or contact us:

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