Kacy Reece-Balboni

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The Future for ESG Investing

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

Earlier this summer, our team hosted our first virtual “symposium-style” event focused on addressing some of the industry's hot topics and trends, including Financial Wellness in the Workplace; Regulatory and Legislative Initiatives for Retirement and Benefits Plans; and The Future for ESG Investing. While the live event was over six hours long, we have created this series of shorter highlight videos so you can easily digest and use this valuable and informative information within your own organization. 

Our second highlight video series is from the "Understanding ESG Investing" panel moderated by AFS 401(k)'s Managing Principal, Alex Assaley. He sat down with Clarice Avery, VP, Investment Strategist of Natixis Investment Managers, and Katherine Collins, Head of Sustainable Investing of Putnam Investments to talk about ESG investing and what companies should know about ESGs and the future of this investment option. Here are a few of the moments from their session together: 

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Financial Wellness in the Workplace

Earlier this summer, our team hosted our first virtual “symposium-style” event focused on addressing some of the industry's hot topics and trends, including Financial Wellness in the Workplace; Regulatory and Legislative Initiatives for Retirement and Benefits Plans; and The Future for ESG Investing. While the live event was over six hours long, we have created this series of shorter highlight videos so you can easily digest and use this valuable and informative information within your own organization. 

Our first highlight video series is from the "Financial Wellness in the Workplace" panel, moderated by AFS 401(k) consultant Allison Rosenberg. She sat down with two of the area’s top Human Resources leaders – Maggie Crutchfield, Director of Human Resources of the National Women's Law Center, and Felipe Confiño, Vice President, Human Resources & Organizational Development of Signal Financial Federal Credit Union to discuss the strategies and tools they use to engage with their workforce and enhance company culture. Here's are a few of the moments from their session together: 

 

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Alex Assaley Honored in 2019 Financial Times 401(k) Top Retirement Advisers List

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

Bethesda, MD (October 10, 2019)— 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 2019. The fifth 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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Trends and Innovations in Employee Benefits: Ideas You Need to Know

Kacy Reece-Balboni

Kacy Reece-Balboni

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-Balboni

Kacy Reece-Balboni

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

Kacy Reece-Balboni

Kacy Reece-Balboni

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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