• What Do Financial Designations Actually Mean?

    Kacy Reece

    You see them all over the place – seemingly random letters and symbols following your advisor’s name, in their email signature, on their business cards, and across their website. But what do those letters even mean, how does someone earn them, and are there any that are more important than others?

    Continue reading

More Posts

AFS in the News

More News

  • VIDEO: Are HSAs the Missing Piece to Your Employees' Benefits Package?

    As more organizations begin to expand their employee benefits, are Health Savings Accounts, or HSAs, a good fit for your employees? An HSA is a savings vehicle designed to assist with out-of-pocket medical expenses, but it can double as another way for your employees to save for retirement. Currently, only those enrolled in a high-deductible health insurance plan are eligible to take advantage of an HSA. Employees can use the funds to pay for qualified medical expenses such as premium payments, deductibles, copays, and prescriptions.

  • VIDEO: The 4 Reasons Why You Should do an RFP

    sticky-notes-to-do-list.jpgHas it been a while since you performed a comparative review of your retirement plan advisor and/or vendor?  It may sound like a complicated process, but ensuring you're matched with partners who are in tune with your companies'  unique culture and goals is essential. 

  • VIDEO: 6 Simple Steps You Need to Create a Successful RFP


    Chances are at some point you will need to perform a retirement advisor request for proposal (RFP), so why not stay ahead of the game? 

More Videos

  • 4 Reasons To Not Miss Our 2018 Employee Symposium

    4 Reasons To Not Miss Our 2018 Employee Symposium

    Every year we host our Employee Benefits Symposium,  our signature event which brings together HR & Benefits professionals for a day of networking, education, and fiduciary training. If you've never attended one of our symposiums, then you're in for a real treat. We provide attendees the tools to head back to their organization with forward-thinking knowledge that can be used to enhance their organization's benefits and employee engagement. This year, we've packed our agenda with engaging presentations that cover new trending topics, such as how to communicate with your employees, and "oldies but goodies" like HSAs and technology integration, all presented by speakers at the top of their fields. Audience participation is not only asked for but encouraged. This is a chance to for open discussion with thought leaders in the industry, so be sure to take advance of the opportunity.

    View It Now
  • 2018 Employee Benefits Symposium: Register Today!

    2018 Employee Benefits Symposium: Register Today!

    Register for our 10th Annual Employee Benefits Symposium! This year, it's all about holistic employee benefits - how your retirement plan becomes the building block to your employees’ financial success. You'll gain access to expert speakers, engaging presentations, and motivating break-out sessions with peers, from a variety of industries.

    View It Now

More Events

RSS Feed