Chances are at some point you will need to perform a retirement advisor request for proposal (RFP), so why not stay ahead of the game? 

Alex Assaley, Managing Principal of AFS 401(k), has been named to Employee Benefit Adviser's "30 People to Watch in Employee Benefits in 2017" list. 

It's no secret that Financial Wellness programs have been rising in popularity for quite some time. There has been an increasing awareness on the part of employers to invest time, energy, and resources into ensuring that employees are financially stable. Historically though, the focus has heavily centered almost solely on retirement planning. Retirement readiness projections, savings rates, and automatic enrollment seem to have been what has primarily been on the minds of Human Resource professionals when it comes to employees' financial lives. 

As of October 27, 2016 the IRS announced the 2017 Pension Plan Limitations. These changes will take effect in the upcoming tax year for retirement plans. 

Check out our infographic that details all the changes you'll want to be aware of in the upcoming year when it comes to your role managing an employer-sponsored retirement plan. 

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.

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.