Bethesda, MD (September 30, 2017)— AFS 401(k) Retirement Services, a 401(k) Retirement Plans Consulting firm in Bethesda, MD, today announces that its Managing Principal and Lead Advisor, Alex Assaley, AIF®, has been named to the Financial Times 401 Top Retirement Advisers list for 2017. The third 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.
The Financial Times 401 Top Retirement Advisers is an independent listing produced annually by the Financial Times. The list is based on data gathered from advisors, regulatory disclosures, and Financial Times research. It reflects each advisor’s status in seven primary areas: defined contribution (DC) plan assets under management, DC plan business growth rate, specialization in DC business, years of experience, advanced industry credentials, compliance record, and DC plan participation rate.*
“We are honored to be recognized, alongside our peers, as one of the top retirement-focused advisors firms in the country. This award means a lot to us, but more importantly – it demonstrates the drive and commitment that our clients display – allowing us to continually work towards helping their employees make wise financial decisions for today, tomorrow, and their long-term future,” says Assaley, who specializes in delivering forward-thinking strategies and counsel to retirement plans for non-profit organizations, trade associations, as well as public and private corporations and their employees.
Wayne Bloom, CEO of Commonwealth Financial Network®, the Registered Investment Adviser‒independent broker/dealer for AFS 401(k), said, “Alex - embodies the integrity and commitment to his clients’ and plan participants’ goals that make him stand apart in the retirement plan industry. I am thrilled to see him recognized by the Financial Times, and I’m honored that he has chosen Commonwealth to support him in managing and growing his retirement plan business.”
About AFS 401(k) Retirement Services, LLC
AFS 401(k) Retirement Services is an independent retirement plan advisory firm located in Bethesda, MD, the firm prides itself on crafting unique strategies for each client since 2006. For more information, please visit www.afs401k.com.
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports 1,710 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.
*550 qualified applicants were nominated, of which 401 were recognized (73 percent of candidates). This honor is not indicative of the advisor's future performance. Your experience may vary. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the Financial Times 401. For the full methodology, please visit ft.com.