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 »



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

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

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  • Events

    The Future of Employee Benefits: What to Expect at Our 2023 Employee Benefits Symposium

    Employee Benefits Symposium-3

    Employee benefits have never been more important than they are today. The past couple of years highlighted the need for organizations to provide holistic benefits packages to attract and retain talent.

    As we look to the future, it's clear that benefits will remain a fundamental aspect of the employer-employee relationship. With that in mind, we’re excited to invite you to our Annual Employee Benefits Symposium, where we'll be discussing the latest trends and innovations in this space. In this post, we will explore what to expect at our 2023 Employee Benefits Symposium:

  • News

    Honored in NAPA’s 2024 Top DC Advisor Teams List

    Screenshot 2024-03-27 130358Bethesda, 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.

  • 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

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

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