Alex Assaley, AIF®

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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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Will There Be a Delay on Roth Catch-Up Contributions for Age 50+ High Income Earners?

As you might recall from our executive summary report, the SECURE 2.0 Act included several important changes to retirement plan rules. One of those changes, scheduled to take effect in plan years beginning on or after 01/01/2024, involves high-income earners making age 50+ catch-up contributions. Currently, anyone age 50+ can elect to make catch-up contributions as pre-tax or Roth. The Act requires catch-up contributions for anyone who earns $145,000+ in 2023 (indexed in future years) to be made as Roth contributions. There was also a technical error in The Act language that could inadvertently eliminate the ability of anyone to make catch-up contributions altogether.

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The Best Ideas for Employee Benefits in 2023 | Trends Report

As advocates for company-sponsored retirement plans and benefits, we are constantly seeking new ways to improve employee benefits and engagement for our clients and prospective partners. That's why we are excited to share our latest trends report, which compiles some of the most innovative ideas and initiatives from our Annual Employee Benefits Symposium,held last fall (2022). This event brings together some of the industry’s brightest thought leaders.

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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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How to ‘Crack the Financial Wellness Nut’: Wealth@wor(k) 2022

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

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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2022 Employee Benefits Symposium: Register Today!

What is our Employee Benefits Symposium?

Since 2006, we have challenged our partners and clients to think differently about the employee benefits landscape.

This event is our primary opportunity to share these ideas and for 2022, we will be celebrating our 16th Annual Symposium providing clients, prospective clients, business colleagues, and the Washington, DC business community with expert speakers, engaging presentations, and motivational breakout sessions with peers from all industries. 

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