Kacy Reece-Balboni

Recent Posts

Is Your Company Culture Attracting the Millennials' Crowd?

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

Many millennials are looking for their company’s employee benefits program to go beyond the typical healthcare and retirement plan by also addressing other key priorities, such as student loan assistance, financial education, and flexible schedules. While news headlines sometimes turned their demands into stories of “entitled” or “needy” millennials, at the core, their goals are similar to past generations - they want help to take actionable steps towards achieving a healthier lifestyle -  mentally, physically, and financially.

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How to Create a Holistic Benefits Package for the Future

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

When you think about a 401(k) plan, do you consider why it has risen to such a popular option over a pension plan? Initially, when the IRS created the code that introduced 401(k)’s in the early 1980s, it was to give high ranking executives an added benefit to their pension plan. Today, most companies have done away with pensions plans and exclusively use defined contribution plans, such as 401(k)s and 403(b)s, as a way to mitigate costs.

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Alex Assaley of AFS 401(k) Retirement Services Honored in Financial Times 401 Top Retirement Advisers List

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

Bethesda, MD (September 30, 2017)— AFS 401(k) Retirement Services, a 401(k) Retirement Plans Consulting firm in Bethesda, MD, today announces that its Managing Principal and Lead Advisor, Alex Assaley, AIF®, has been named to the Financial Times 401 Top Retirement Advisers list for 2017. The third annual list, produced independently by the Financial Times in collaboration with Ignites Research, was recently published in a special section of the newspaper’s U.S. edition, as well as on ft.com.

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Top Three Trends HR & Employee Benefit Executives Need to Know from 2016

Kacy Reece-Balboni

Kacy Reece-Balboni

Blog Post

Many workers may not appreciate the work that their Human Resources department handles, but a well-oiled HR machine may make or break the overall morale and loyalty of employees. In turn, this contributes to the overall success of an organization. Despite this, we find that Human Resource and Employee Benefit professionals are typically short on time, resources, and in some cases, support. This is all the more reason that those working in HR and Benefits need to take extra steps to keep up with new trends, services, and developments within the industry to excel within their important roles. In our 2016 Employee Benefit Trends Report, we highlight some of the significant updates that help both HR professionals and the employees they support.

Here, we've highlighted what we feel are the top three trends most important to ensuring you're creating and maintaining a valuable benefits program within your organization for 2017. 

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