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Celebrating the Certified Plan Sponsor Professional (CPSP) Designees of 2024
As we wrap up the year, we’re taking a moment to celebrate the amazing professionals who earned the Certified Plan Sponsor Professional (CPSP) designation through the PSCA program. This is a huge accomplishment, showcasing their dedication to excellence in the retirement plan industry.
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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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Advisors Recognized in the 2024 PLANADVISER Top Retirement Plan Advisers List
We are thrilled to announce that two of our advisors, Alex Assaley and Jim Keenehan, have been named to the 2024 PLANADVISER Top Retirement Plan Advisers list. This recognition is a testament to their exceptional expertise and dedication to providing top-tier service to retirement plan clients.
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Navigating Healthcare Changes in 2024
As you know, our team has recently joined HUB International. HUB is globally recognized as one of the top five insurance brokers, and their Retirement & Private Wealth team, operating across the United States has over 150 offices and is truly an industry leader. By aligning ourselves with HUB, we’ve opened doors to a variety of employee benefits and risk management services our experts can provide, extending beyond retirement plans and financial wellness programs.
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VIDEO: What Does ESG Investing Mean?
Have you heard of, or considered, socially responsible – or, what the industry now calls ESG, investments? These investment vehicles have been gaining a lot of traction this year for focus on sustainable, socially conscious, "green" and/or ethical screens for the companies they own in their portfolio (i.e. mutual fund or ETF) and also for their ability to point of potential financial risks that can't be identified by typical quarterly results. They seek to consider both financial return and specific environmental, governance, and social metrics to help investments do well by “doing good.” In this video, I sat down with Clarice Avery of Natixis Invest Managers. We talked about all the things you should know when considering an ESG investment for your investment line-up. You can learn more at Natixis’ site and ESG101. -
VIDEO: Are HSAs the Missing Piece to Your Employees' Benefits Package?
As more organizations begin to expand their employee benefits, are Health Savings Accounts, or HSAs, a good fit for your employees? An HSA is a savings vehicle designed to assist with out-of-pocket medical expenses, but it can double as another way for your employees to save for retirement. Currently, only those enrolled in a high-deductible health insurance plan are eligible to take advantage of an HSA. Employees can use the funds to pay for qualified medical expenses such as premium payments, deductibles, copays, and prescriptions.
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VIDEO: The 4 Reasons Why You Should do an RFP
Has it been a while since you performed a comparative review of your retirement plan advisor and/or vendor? It may sound like a complicated process, but ensuring you're matched with partners who are in tune with your companies' unique culture and goals is essential.
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The Future of Employee Benefits: What to Expect at Our 2023 Employee Benefits Symposium
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:
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Wiley|Wilson and AFS Recognized for Financial Wellness Excellence by the Retirement Advisor Council
On 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.
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