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Executive Benefits in Tax-Exempt Organizations: How to Stay Competitive While Helping Your Talent Retire on Time

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

For not-for-profit organizations, especially those working with high-performing, highly compensated employees, navigating retirement benefits can feel like a tightrope walk. Group benefits often fall short of covering the needs of these top earners, which forces companies to find creative ways to close the gap—both to protect their financial interests and to keep talent happy. Recently, Alex Assaley and David Hauptman of HUB International sat down together to discuss innovative executive benefit strategies to attract and retain top talent in tax-exempt organizations. Let’s dive into some of the key takeaways, and to make it easy, we’ve broken the presentation into shorter videos highlighting the major themes. 

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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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3 Strategies for Assisting Employees with Debt and Financial Stress

In today's society, it has become the norm rather than the exception for American workers to live paycheck to paycheck, struggling just to make ends meet. Shockingly, a third of Americans have $500 or less saved, while 8.5% have between $501 and $1,000, and 11.4% said they have no savings. This lack of financial preparation leaves them vulnerable to unexpected expenses and places them at a higher risk of financial strain.

 

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How to ‘Crack the Financial Wellness Nut’: Wealth@wor(k) 2022

Alex Assaley, AIF®

Alex Assaley, AIF®

Blog Post

Reposted from 401(k) Specialist by John Sullivan, Editor-In-Chief

Understated isn’t a term generally associated with Alex Assaley, but he managed to pull it off when describing current market conditions.

“It’s been a really interesting year for investors and advisors,” Assaley, Managing Principal with AFS 401(k) Retirement Services, said from the floor of the Wealth@wor(k) conference in Las Vegas.

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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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