Press Release

Honored in NAPA’s 2024 Top DC Advisor Teams List

Bethesda, MD —AFS 401(k) Retirement Services, a leading retirement plan advisor firm within HUB International, has been named to the NAPA 2024 Top DC Advisor Team list. This annual list highlights the nation's top retirement plan advisor firms, recognizing their significant impact on the quality of retirement plan advice and their role in building a more financially secure retirement for millions of Americans.

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AFS 401(k) Retirement Services Honored in NAPA’s 2021 Top DC Advisor Teams List

BETHESDA, MD — AFS 401(k) Retirement Services has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The inaugural list was published in 2017.  

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

Kacy Reece-Balboni

Kacy Reece-Balboni

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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