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

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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

    5 Reasons Not to Miss our Employee Benefits Symposium


    Every year we host our signature event, The Employee Benefits Symposium, in order to bring together HR & Benefits professionals from the DC region for a day of networking, education and training. If you've never attended one of our Symposiums, our goal is to make sure everyone in attendance goes back to the office with knowledge they can use to enhance their organization's benefits and employees' experiences. We fill the agenda with engaging presentations on top trending topics (not just retirement plans) given by speakers at the top of their fields and encourage open discussion and questions. In summary, it's not your average human resources conference. 

    Still not convinced? Check out this list of the Top 5 Reasons to Attend our Employee Benefits Symposium this year on Wednesday, May 24th and find out if it's right for you: 

  • News

    Tax Reform: 4 Things Experts Are Saying May Impact Employee Benefits

    white house tax reform employee benefits.jpg

    Since Donald Trump's inauguration on January 20th, 2017, things in Washington, DC have been eventful, to say the least. Of course, depending on who you ask, opinions on recent developments and predictions about what is to come for Americans vary extremely from positive to negative. No matter which side of the political spectrum you fall on, it's safe to say that many changes are about to happen and the employee benefits industry will not be immune to them.  

  • Trend Report

    New Research: Does Financial Wellness Live Up to the Hype?

    financial wellness researchIt's no secret that financial literacy is not a strong skill for many Americans. In a recent study, it was noted that nearly two-thirds of adults couldn't pass a basic financial literacy test. That fact is not too surprising when you consider that currently, only 4 states require students to take a personal finance class in order to graduate. With rising student loan debt, increases in the cost of living, and medical costs continuing their upward trajectory, how can we get a handle on our financial lives?

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