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AFS in the News
  • HUB International Strengthens with AFS 401(k) and AFS Financial Group

    HUB International Strengthens with AFS 401(k) and AFS Financial Group

    Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced today that it has acquired the assets of AFS 401(k) Retirement Services, LLC (AFS 401(k)) and AFS Financial Group, LLC (AFS Financial, and together with AFS 401(k), AFS). 

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  • New Study Reveals Impact of Financial Anxiety on American Workforce

    New Study Reveals Impact of Financial Anxiety on American Workforce

    The impact of financial anxiety on the American workforce has been revealed in Franklin Templeton's recent study, "Voice of the American Worker". The study highlights the challenges employees face due to the current economic climate and the importance of financial wellness in job satisfaction. Throughout the study, it exposed that this financial concern has reversed the pandemic’s “Great Resignation” to “the Great Return” and is reshaping employee benefits expectations. The study highlights that financial wellness is a critical component of job satisfaction, and employers can improve retention rates by providing their employees with the necessary financial tools and personalized solutions. To address this, employers can offer resources that enhance wellness across all dimensions - financial, physical, and mental.

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  • Avoiding Retirement Plan Sponsor Lawsuits: Three Ways to Protect Your Company and Employees

    Avoiding Retirement Plan Sponsor Lawsuits: Three Ways to Protect Your Company and Employees

    As an employer with a company-sponsored retirement plan, you have a fiduciary responsibility to act in the best interests of your employees. This includes ensuring that the plan is administered in accordance with all applicable laws and regulations. In recent years, there has been an increase in lawsuits filed by participants against plan sponsors alleging breach of fiduciary duty, among other claims. These lawsuits can be costly and time-consuming, so it is important that everyone take steps to protect themselves.

    Here are three ways an employer with a company-sponsored retirement plan can improve their fiduciary oversight and minimize risk of litigation:

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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 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.

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

    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

    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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