We believe you should enjoy your life, all of it.

We help make complex retirement plans simple.

To us, it's independent advice and fiduciary assistance for retirement plans. To you, it's the support and guidance you need to help employees achieve their retirement goals. Let's get started »

Moneynav

Navigating your financial path.

We provide financial education, guidance, and tools to help in every stage of your life.

Start Now
Benefitsnav

Helping your employees save for their future.

Learn how we provide guidance and advice to enhance your company’s retirement program.

Start Now
  • Events

    Trends and Innovations in Employee Benefits: Ideas You Need to Know

    download

    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. 

  • News

    Mid-Year Check-Up: Legislation and the State of Retirement

    AdobeStock_352981031-1As you continue to navigate the second half of this unprecedented year, we want to provide you with an update on the most important legislative changes enacted in 2020 thus far that directly impact you and your employees. The following information will help you gauge the changes to the retirement, employee benefits, and employer-sponsored retirement plan landscape throughout this year to ensure you are aware of what you are responsible for as an employer and/or committee member. In addition to discussing the items managers and HR executives should be aware of in terms of their organizations’ employees’ well-beings, financial lives, and benefits, I’ll also shed light on the overall state of retirement in this COVID-19 environment and explain how challenges can also create opportunity for long-term investors.

  • Trend Report

    Is Financial Wellness Making an Impact for Employees?

    AdobeStock_98956277-1“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. 

We want to help companies and employees take these complex retirement plans and make them simple

Alex Assaley Employee Benefit Adviser

Also Seen In

Proactive advice. Forward-thinking solutions. We help make complex fiduciary oversight, plan design, and employee advice simple.

Ready to take the next step?

Let's go!

Have questions? Schedule a free consultation or contact us:

email: hello@afs401k.com | phone: (301) 951-2642