AFS in the News

Is Financial Wellness Making an Impact for Employees?

“Are my employees on track for their financial picture?”

It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

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Alex Assaley of AFS 401(k) Retirement Services Honored in Financial Times 401 Top Retirement Advisers List

Kacy Reece

Kacy Reece

Blog Post

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.

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Tax Reform: 4 Things Experts Are Saying May Impact Employee Benefits

Since Donald Trump's inauguration on January 20th, 2017, things in Washington, DC have been eventful, to say the least. Of course, depending on who you ask, opinions on recent developments and predictions about what is to come for Americans vary extremely from positive to negative. No matter which side of the political spectrum you fall on, it's safe to say that many changes are about to happen and the employee benefits industry will not be immune to them.

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