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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Navigating your financial path.

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

    The Future of Employee Benefits: What to Expect at Our 2023 Employee Benefits Symposium

    Employee Benefits Symposium-3

    Employee benefits have never been more important than they are today. The past couple of years highlighted the need for organizations to provide holistic benefits packages to attract and retain talent.

    As we look to the future, it's clear that benefits will remain a fundamental aspect of the employer-employee relationship. With that in mind, we’re excited to invite you to our Annual Employee Benefits Symposium, where we'll be discussing the latest trends and innovations in this space. In this post, we will explore what to expect at our 2023 Employee Benefits Symposium:

  • News

    Navigating Healthcare Changes in 2024

    As you know, our team has recently joined HUB International. HUB is globally recognized as one of the top five insurance brokers, and their Retirement & Private Wealth team, operating across the United States has over 150 offices and is truly an industry leader. By aligning ourselves with HUB, we’ve opened doors to a variety of employee benefits and risk management services our experts can provide, extending beyond retirement plans and financial wellness programs.

  • 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