Alex Assaley, Managing Principal of AFS 401(k), has been named to Employee Benefit Adviser's "30 People to Watch in Employee Benefits in 2017" list.
As of October 27, 2016 the IRS announced the 2017 Pension Plan Limitations. These changes will take effect in the upcoming tax year for retirement plans.
Check out our infographic that details all the changes you'll want to be aware of in the upcoming year when it comes to your role managing an employer-sponsored retirement plan.
On September 15, 2016, the Financial Times released their second edition of the Financial Times 401 Top Retirement Advisors list.
We are honored to announce that AFS 401(k) Retirement Services Managing Principal and Lead Retirement Advisor, Alexander Assaley, is included on this list alongside the country's top retirement plan advisors.
Do you know what's trending? With all of the important duties that come with managing an employee benefits program, the plethora of changing regulatory changes and of course, the up's and down's of the investment world, it can be hard to stay on top of what's new.
Following up his inclusion on Employee Benefits News' "50 Benefit Technology Innovators" List and his Employee Benefit Adviser cover story on Financial Wellness, Alex will be speaking at the upcoming EBN Benefits Forum & Expo.
While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees.
While Financial Wellness seems to be one of the most popular trending topics among employee benefits and retirement plan professionals, how does this concept play into the big picture of overall "wellness"? In this New Frontier of Wellness series, AFS 401(k) Advisor, Alex Assaley uses his expertise and experience to explain how Financial Wellness programs are impacting people, why employers should consider them, and how to implement Financial Wellness for your own employees.
Jason Crane has been in the business of retirement for over 15 years. As a wholesaler for Transamerica, he has a proven track record of providing companies and their employees with high-quality retirement plan products. With his most recent role though, he's working to help employers take more into consideration than account balances, investment performance and the bottom line.
In our interview with Jason, who is also the keynote speaker for our 2016 Employee Benefits Symposium, he talks about the changing focus in the retirement space, how technology plays a part and what this means for an organization's future.
The intersection of health and wealth are steadfastly becoming a hot button issue in the employee benefits world. With the cost of healthcare on the rise and the aging of the workforce, this causes a problem for both employer and employee. Ryan Tiernan, Senior HSA Consultant with Access Point HSA and speaker at our upcoming Employee Benefits Symposium takes a look at how Health Savings Accounts may be part of the answer to this issue.
Hugh O'Toole, a speaker at our 2016 Employee Benefits Symposium, is disrupting employee benefits with data. After years of working for MassMutual heading up retirement plan distribution and relationship management, Hugh O'Toole broke out on his own. With that, Viability Advisory Group was born where he developed a patent-pending analysis program to show companies, based on their specific demographics and benefits offering, how their employees' lack of retirement preparedness has long-standing effects not just on those individuals, but on a business as a whole.
In this interview, we explore Hugh's road to the financial services industry, how his innovative use of data is changing the industry, and how he works with CFOs to implement important changes that are good for not just a company, but for everyone.