Events

401(k) Fitness: How to Keep Your Employer Retirement Plan Healthy

May 15th marked the 6th Annual Employer Retirement Plan Symposium, presented by AFS 401(k) Retirement Services. We love hosting this event every year, particularly since it allows us to spend time with our clients outside of the normal plan review and employee education meetings. We truly value the opportunity to share important information with benefits professionals – information they can use to establish a more valuable benefits program for their employees. And it’s not just the attendees who are learning new things at our symposium; we are too. We recognize how important the regular exchange of information is in our ever-changing industry, and we welcome the opportunity for others, and ourselves, to participate as well, especially since it helps us to stay on the pulse with the latest retirement developments. 

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The NAPA DC Fly-In Forum: AFS Goes to Capitol Hill

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

One of our advisors, Alex Assaley was honored to be invited to the first NAPA DC Fly-In Forum held on Capitol Hill last week. Hundreds of advisors flocked to DC to meet with policymakers and discuss the critical role of employer-retirement plans in helping American workers save for retirement. It's not every day that plan advisors are invited to contribute to the legislative process so this was truly a unique experience. There is a small, but vocal group of academic professors and legislators who wonder if the current 401(k) retirement plan system is "broken." Others opine for a government-run program akin to social security. There is also the larger Tax Reform debate which puts the tax incentives currently in place for qualified retirement plans in focus (and maybe on the chopping block). The Forum allowed retirement advisors, who are working each day to help workers save for their future, discuss these and other issues with leading Senators, Congressional leaders, and their staff.

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