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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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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Your 401(k) Defense Strategy: Learn from Triumph Case in ERISA Fiduciary Battle

Navigating the complexities of ERISA fiduciary claims and managing a retirement plan can be challenging. There's one recent case that's making waves – the Nunez et al., v. B. Braun Medical Inc. et al. saga. This 63,000-member class action accused B. Braun and its retirement committee of breaching ERISA's fiduciary duties. After a three-day bench trial, the Eastern District of Pennsylvania ruled in favor of B. Braun on all fronts. This victory marks a game-changer in the 401(k) landscape, especially when it comes to investments and recordkeeping fees.

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3 Strategies for Assisting Employees with Debt and Financial Stress

In today's society, it has become the norm rather than the exception for American workers to live paycheck to paycheck, struggling just to make ends meet. Shockingly, a third of Americans have $500 or less saved, while 8.5% have between $501 and $1,000, and 11.4% said they have no savings. This lack of financial preparation leaves them vulnerable to unexpected expenses and places them at a higher risk of financial strain.

 

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

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

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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Why Should National Retirement Security Month Matter to Your Employees?

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

One of the most important things you can do to help your employees is to encourage them to participate in their workplace retirement savings plan. October is National Retirement Security Month (NRSM), and it’s the perfect time to educate your employees about the significance of planning for their future financial security. In this blog post, we’ll discuss why NRSM should matter to your employees and how you can help them prepare for retirement.

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