Kacy Reece-Balboni

Recent Posts

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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New Study Reveals Impact of Financial Anxiety on American Workforce

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

The impact of financial anxiety on the American workforce has been revealed in Franklin Templeton's recent study, "Voice of the American Worker". The study highlights the challenges employees face due to the current economic climate and the importance of financial wellness in job satisfaction. Throughout the study, it exposed that this financial concern has reversed the pandemic’s “Great Resignation” to “the Great Return” and is reshaping employee benefits expectations. The study highlights that financial wellness is a critical component of job satisfaction, and employers can improve retention rates by providing their employees with the necessary financial tools and personalized solutions. To address this, employers can offer resources that enhance wellness across all dimensions - financial, physical, and mental.

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What You Need to Know About SECURE 2.0

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

It’s finally here! After much back-and-forth, Congress passed the long-awaited SECURE 2.0 just before the close of 2022. This legislation is intended to expand access to retirement plans and increase savings, preserve Americans’ income, and simplify/clarify retirement plan rules. There are over 100 total provisions, so here is a summary of the components you should be aware of:

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How Careful Are You with Managing Participants’ Data?

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

In today’s digital world, we all have a lot of data and personal information stored online – information like e-mails, phone numbers, personal contacts, and even financial asset values and information. Most of us trust companies (like banks, financial institutions, social media, and tech firms) to manage and protect this information and provide us with it in a matter of seconds. This raises some concerns about “who has access to this data,” and how can they protect it.

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Wiley|Wilson and AFS Recognized for Financial Wellness Excellence by the Retirement Advisor Council

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

On August 16, 2022, the Retirement Advisor Council recognized Wiley|Wilson, as an honoree of its Financial Wellness Excellence Awards. This recognition was presented at the Retirement Advisor Council’s 2022 Annual Planning Meeting in Des Moines, IA. Connie Burnette of Wiley|Wilson accepted the award on behalf of her team and was recognized for her thoughtful leadership and dedication to providing the best possible employee financial wellness program to her organization.

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4 Questions Answered by AFS Team Members

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

We sat down with some of the team members of AFS and here's how they answered the following questions...

 

  1. What advice would you give your younger self?
  2. What's the worst piece of financial advice you're ever received?
  3. What's the best piece of financial advice you're ever received?
  4. What does AFS stand for? (wrong answers only)

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Alex Assaley Named a 2022 PLANADVISER Top Retirement Plan Adviser

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

AFS 401(k) Retirement Services is thrilled to publicize that our lead adviser, Alex Assaley was named a top retirement plan advisor by PLANADVISOR.

Since 2013, this designation has been awarded to the top 100 retirement plan advisers and teams based on quantitative measures such as the most plans and assets under advisement. This year, PLANADVISER made a significant change, limiting how large a team could be for consideration—eliminating national-type firms that traditionally had met the eligibility for a “Mega Team”.

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