Check out Alex Assaley on the cover of the May 2016 issue of Employee Benefit Adviser Magazine, where he discusses everything from his journey to becoming a financial advisor, the need for Financial Wellness in the workplace and how our new digital platform, MoneyNav, can help employees.
You may have heard about announcement of new Department of Labor (DOL) fiduciary rules today. In reviewing the final regulation’s highlights – I think the DOL has worked very closely with many industry practitioners in an effort to construct a workable rule that best serves working Americans while also recognizing the importance of advisors and service providers in creating successful retirement plans.
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.
Every CFO and their finance department is intently focused on managing the corporation or organization’s cash and bottom line. Metrics are reviewed monthly, if not more frequently, to understand the company’s revenues, liabilities, budget, capital reserves, and operating capital (cash). Additionally, concerted efforts are made to get the best return on a corporation’s cash assets – which in the large corporate market can serve as a catalyst to acquisition activity, stock buybacks, and other strategies.
Since 2006, AFS 401(k) Retirement Services has helped companies and their employees simplify complex retirement plans by offering services in fiduciary oversight, plan design, and customized employee education programs. We are now taking on a new endeavor to expand this service offering, promote Financial Wellness, and help people save more and spend wisely.
AFS 401(k) is excited to announce that Lead Adviser, Alexander Assaley was honored for the third year in a row by the National Association of Plan Advisors as a Top 50 Plan Adviser Under 40.
This article was authored by Theodore P. Stein, Esq. of Offit | Kurman.
The Affordable Care Act (“ACA”) reporting requirements for employers shifts into high gear this year. In 2016, for the first time, employers who sponsor group health plans are required to file annual returns with the IRS describing their health plans and the health plan choices made by their employees.
We are excited to announce that AFS 401(k) has launched a brand new personal finance resource: MoneyNav --The Guide for Your Financial Life.
In this E-Book you will learn about: