Blog
  • IRS Updates 2021 Pension Plan Limits

    Alex Assaley, AIF®

    Effective January 1, 2021 the IRS announced the 2021 Pension Plan Limitations. These changes will take effect in the upcoming tax year for retirement plans. 

    Check out our infographic that details all the changes you'll want to be aware of in the upcoming year when it comes to your role managing an employer-sponsored retirement plan. 

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AFS in the News
  • Is Buying a Second Home and Investing in Real Estate on Your Mind?

    Is Buying a Second Home and Investing in Real Estate on Your Mind?

    Home ownership is one of the biggest investments you can make in life. If and when you consider buying a second home for pleasure or potential rental income, the decision warrants thoughtful and careful consideration, especially in terms of your finances and long-term financial goals. You need to be prepared for the long-term responsibilities that come with owning a second home – from unpredictable and potentially costly maintenance repairs to taxes and the inevitable nuances of having renters – you need to ensure you are both financially and mentally prepared for the responsibility you are assuming. Here are five things to reflect on before you take the next steps towards ownership of a second property.

     

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  • The Final Stretch of 2020: The Markets and the Election

    The Final Stretch of 2020: The Markets and the Election

    Saying 2020 has been a wild ride is putting it lightly. Although it would be great to fast forward and file this year in the past, we are not quite there yet. With two months left before the ball drops, a lot can still happen this year, especially with the election a mere few days away, promising phase-three vaccine trials, and an approximately two-trillion-dollar stimulus package being worked on. 

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  • Honored in 2020 Financial Times 401(k) Top Retirement Advisers List

    Honored in 2020 Financial Times 401(k) Top Retirement Advisers List

    October 22, 2020 – Alex Assaley is pleased to announce that he has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the U.S.

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Video
  • VIDEO: What Does ESG Investing Mean?

    Planting a flowerHave you heard of, or considered, socially responsible – or, what the industry now calls ESG, investments? These investmentvehicles have been gaining a lot of tractin 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 potntial financial risks that can't be identifyied by typical quarterly results. They seek to consider both financial return and specific environmental, governance, and social metrics to do 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.

  • VIDEO: The 4 Reasons Why You Should do an RFP

    sticky-notes-to-do-list.jpgHas 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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Events
  • Trends and Innovations in Employee Benefits: Ideas You Need to Know

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

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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, AIF® Named as Delegate to NAPA DC Fly-In Forum

    Alex Assaley, AIF® Named as Delegate to NAPA DC Fly-In Forum

    FOR IMMEDIATE RELEASE

    Bethesda, MD — Alex Assaley, AIF® of AFS 401(k) Retirement Services recently participated as a delegate to the National Association of Plan Advisors’ (NAPA) Annual DC Fly-In Forum, an exclusive gathering of the nation’s leading retirement plan advisors.

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