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We help make complex retirement plans simple.

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

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Helping your employees save for their future.

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

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  • Events

    Wiley|Wilson and AFS Recognized for Financial Wellness Excellence by the Retirement Advisor Council

    Image-1On August 16, 2022, the Retirement Advisor Council recognized Wiley|Wilson, as an honoree of its Financial Wellness Excellence Awards. This recognition was presented at the Retirement Advisor Council’s 2022 Annual Planning Meeting in Des Moines, IA. Connie Burnette of Wiley|Wilson accepted the award on behalf of her team and was recognized for her thoughtful leadership and dedication to providing the best possible employee financial wellness program to her organization.

  • News

    What You Need to Know About SECURE 2.0

    It’s finally here! After much back-and-forth, Congress passed the long-awaited SECURE 2.0 just before the close of 2022. This legislation is intended to expand access to retirement plans and increase savings, preserve Americans’ income, and simplify/clarify retirement plan rules. There are over 100 total provisions, so here is a summary of the components you should be aware of:

  • 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