What Type of Fiduciary Should Your Retirement Plan Have?

The retirement plan industry has a problem – jargon. While speaking the language is second nature to those who live every day in retirement plan consulting, it’s important that we act as ambassadors and translate the convoluted acronyms and industry slang, so our partners and retirement committee members have the knowledge they need to manage their plan with confidence.

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6 Ways to Protect Yourself as a New Fiduciary

Okay, you have accepted the invitation to become a fiduciary for your company’s retirement plan. Now what? Here’s a simple rule to follow: As a plan fiduciary, you must always act in the best interest of the plan’s participants and their beneficiaries. No exceptions!

It’s normal to feel overwhelmed as you prepare for your first retirement plan committee meeting, so to help we have assembled a few best practices to help you get ready.

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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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Overcoming Unique Retirement Challenges in the Non-Profit Sector

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Anyone who works in Human Resources knows the positive effect offering high-quality employee benefit programs can have on a workforce. They attract the best potential candidates for new jobs and foster a sense of loyalty and support among current staff, to name a few. No matter the size or industry, administering employee benefits, particularly the retirement plan, can be a complicated process. While the same basic goal may apply to companies and organizations, non-profit organizations face unique challenges when ensuring their retirement plan benefit is the best fit for employees, as well as the organization. 

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