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How to ‘Crack the Financial Wellness Nut’: Wealth@wor(k) 2022
Alex Assaley, AIF®October 21, 2022
Reposted from 401(k) Specialist by John Sullivan, Editor-In-Chief
Understated isn’t a term generally associated with Alex Assaley, but he managed to pull it off when describing current market conditions.
“It’s been a really interesting year for investors and advisors,” Assaley, Managing Principal with AFS 401(k) Retirement Services, said from the floor of the Wealth@wor(k) conference in Las Vegas.
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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:
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How to ‘Crack the Financial Wellness Nut’: Wealth@wor(k) 2022
Reposted from 401(k) Specialist by John Sullivan, Editor-In-Chief
Understated isn’t a term generally associated with Alex Assaley, but he managed to pull it off when describing current market conditions.
“It’s been a really interesting year for investors and advisors,” Assaley, Managing Principal with AFS 401(k) Retirement Services, said from the floor of the Wealth@wor(k) conference in Las Vegas.
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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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VIDEO: What Does ESG Investing Mean?
Have 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.
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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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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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Alex Assaley and Kevin Phillips Serves as Delegates to NAPA DC Fly-In Forum
Bethesda, MD — Alex Assaley and Kevin Phillips of AFS 401(k) Retirement Services recently participated as delegates 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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