• The SECURE Act: What Does It Mean for Your Company’s Retirement Plan?

    Alex Assaley, AIF®

    Before dispersing for its winter break, Congress passed significant changes to retirement savings law that will affect many of us now and all of us in the future. This new law, the Setting Every Community Up for Retirement Enhancement (SECURE) Act, is part of the massive government spending bill that was approved by Congress on December 19 and signed into law by President Trump on December 20, 2019. This bill extensively reshapes the realm of employer-sponsored retirement plans for both employers and employees and enacts the biggest changes to the U.S. retirement system since 2006.

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AFS in the News
  • 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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  • How to Make Your Retirement Plan Audit Preparation Painless

    How to Make Your Retirement Plan Audit Preparation Painless

    Each year, most organizations and their retirement plan fiduciaries must go through their annual 401(k) (or 403(b)) audit. Employee retirement plans are heavily governed by the Department of Labor (DOL) and Internal Revenue Service (IRS); and, the retirement plan audit makes sure that all the work involving the Plan was done correctly throughout the year, and if it wasn’t, identify the proper steps are taken to fix things and implement controls to prevent issues in the future.

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  • Mid-Year Check-Up: Legislation and the State of Retirement

    Mid-Year Check-Up: Legislation and the State of Retirement

    As you continue to navigate the second half of this unprecedented year, we want to provide you with an update on the most important legislative changes enacted in 2020 thus far that directly impact you and your employees. The following information will help you gauge the changes to the retirement, employee benefits, and employer-sponsored retirement plan landscape throughout this year to ensure you are aware of what you are responsible for as an employer and/or committee member. In addition to discussing the items managers and HR executives should be aware of in terms of their organizations’ employees’ well-beings, financial lives, and benefits, I’ll also shed light on the overall state of retirement in this COVID-19 environment and explain how challenges can also create opportunity for long-term investors.

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

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


    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


    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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