Kacy Reece

Recent Posts

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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4 Reasons To Not Miss Our 2018 Employee Symposium

Kacy Reece

Kacy Reece

Blog Post

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.

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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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Is Your Company Culture Attracting the Millennials' Crowd?

Kacy Reece

Kacy Reece

Blog Post

Many millennials are looking for their company’s employee benefits program to go beyond the typical healthcare and retirement plan by also addressing other key priorities, such as student loan assistance, financial education, and flexible schedules. While news headlines sometimes turned their demands into stories of “entitled” or “needy” millennials, at the core, their goals are similar to past generations - they want help to take actionable steps towards achieving a healthier lifestyle -  mentally, physically, and financially.

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