Alex Assaley

AFS 401(k) Retirement Services Honored in NAPA’s 2021 Top DC Advisor Teams List

Kacy Reece

Kacy Reece

Blog Post

BETHESDA, MD — AFS 401(k) Retirement Services has been named to the National Association of Plan Advisors’ list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of $100 Million.

Unlike other lists, this focuses on individual firms, or what may, in a wirehouse environment, be referred to as a team, or office, and the assets under advisement related to their defined contribution (DC) practice, specifically in a single physical location. The inaugural list was published in 2017.  

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Alex Assaley Honored in 2019 Financial Times 401(k) Top Retirement Advisers List

Kacy Reece

Kacy Reece

Blog Post

Bethesda, MD (October 10, 2019)— AFS 401(k) Retirement Services, a Retirement Plan specialist in Bethesda, MD, today announces that its Managing Principal, Alex Assaley, AIF®, has been named to the Financial Times 401 Top Retirement Advisers list for 2019. The fifth 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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Alex Assaley Honored in 2018 Financial Times 401 Top Retirement Advisers List

Kacy Reece

Kacy Reece

Blog Post

Bethesda, MD (September 27, 2018)— AFS 401(k) Retirement Services, a Retirement Plan specialist in Bethesda, MD, today announces that its Managing Principal, Alex Assaley, AIF®, has been named to the Financial Times 401 Top Retirement Advisers list for 2018. The fourth 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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Is Financial Wellness Making an Impact for Employees?

“Are my employees on track for their financial picture?”

It's a question we get asked all the time, and whether you're an employee at an organization, an HR  executive, or a Retirement Plan Committee member, everyone wants to know if financial wellness programs are worth all the “buzz”. In this short video, I give my thoughts on why meaningful financial wellness programs are so essential, and I also encourage anyone to check out our 2017 whitepaper, Beyond Retirement: An Examination of Financial Wellness for Employers. This report aims to provide a clearer picture of what an average working American's financial situation looks like and how organizations can create programs to help their employees reach goals throughout their career for today, tomorrow, and their long-term future. 

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Are Collective Investment Trusts a Good Choice for Your Employees’ Investment Menu?

Since its inception, the 401(k) plan has risen to become the most popular employer-sponsored retirement plan in the US. Millions of working Americans put a portion of their paycheck into a 401(k) to save for life after work. While there are many vehicles to help investors save for tomorrow, one that is growing in popularity is the use of collective investment trusts (CITs). These saving vehicles provide individual 401(k) investors the purchasing power of large institutions with improved better pricing. CITs are essentially the Costco or Sam’s Club of the investment world. Finding the vehicle that best aligns with your employee benefits should be top a priority for an organization and their committee members. 

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