Kacy Reece

Recent Posts

5 Reasons Not to Miss Our Employee Benefits Symposium

Kacy Reece

Kacy Reece

Blog Post

Every year, we host our Employee Benefits Symposium,  our signature event that brings together HR and benefits professionals for a day of networking, education, and fiduciary training. Whether you are a CFO, an HR executive, a retirement committee member, or a plan administrator, attending this event will give you access to the latest industry trends, expose you to industry experts, and allow you to network with peers at the top of the industry. Attendees should be prepared to head back to their respective organizations with unrivaled forward-thinking knowledge to enhance their organizations' benefits and employee engagement. This year, we've packed our agenda with captivating presentations that cover a range of top trending topics, from the needs of caregivers in the workplace to cyber security and fiduciary training, all presented by speakers at the top of their fields. This chance to openly engage industry thought leaders is an opportunity you will not want to miss. 

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Trends and Innovations in Employee Benefits: Ideas You Need to Know

Kacy Reece

Kacy Reece

Blog Post

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For the past several years, we've produced an annual Trends and Innovations in Employee

 Benefits report. This report compiles some of the biggest trends, ideas, and initiatives impacting organizations and companies with respect to employee benefits, engagement, and human capitol management. As we prepared for our tenth installment our team worked diligently to continue our mission of delivering fresh, forward-thinking topics with high quality ideas shared from industry leaders, practitioners, and peers. 

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Alex Assaley Honored in 2018 Financial Times 401 Top Retirement Advisers List

Kacy Reece

Kacy Reece

Blog Post

Bethesda, MD (September 27, 2018)— AFS 401(k) Retirement Services, a Retirement Plan specialist in Bethesda, MD, today announces that its Managing Principal, Alex Assaley, AIF®, has been named to the Financial Times 401 Top Retirement Advisers list for 2018. The fourth annual list, produced independently by the Financial Times in collaboration with Ignites Research, was recently published in a special section of the newspaper’s U.S. edition, as well as on ft.com

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So You Failed Compliance Testing-Now What?

Kacy Reece

Kacy Reece

Blog Post

Every year, companies and organizations are required to complete their plan's annual compliance testing. These tests are performed to ensure all employees of the organization are receiving the appropriate benefits, and that employers are adhering to ERISA and IRS rules and regulations governing retirement plans.  

While many organizations go through the proper protocols and steps to a “T,” they still can run into issues that may keep them from "passing" such compliance tests. However, it’s important to keep in mind that “failing” shouldn’t always be seen as a negative. Typically, it means you have a minor setback that has delayed your eventual passed test, or you simply maximized your plan’s benefit offering and then some. Should you find your company has “failed” any of the required compliance testing, do you know what steps you can take to amend the results?

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3 Trends from 2017 HR & Employee Benefit Professionals Need to Know About

Kacy Reece

Kacy Reece

Blog Post

AFS 2017 employee benefits trends report download

We are more than halfway through 2017 and this year has already seen its fair share of changes and that includes the world of employee benefits. Earlier this year at our Employee Benefits Symposium, we heard from a variety of industry experts on what's happening across the entire benefits landscape, spanning retirement plans, health care, technology, and more. 

With inspiration from our Symposium, here are the three can't-miss trends from 2017 to help organizations create strong benefit packages that attract top talent, retain great employees, and promote a positive company culture. 

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