Do you know what's trending? With all of the important duties that come with managing an employee benefits program, the plethora of changing regulatory changes and of course, the up's and down's of the investment world, it can be hard to stay on top of what's new. 

By now, you’ve probably become quite familiar with the term “Brexit”. This is the shorthand way of referring to the UK leaving the economic and political partnership known as the European Union. While the vote that took place on Thursday, June 23, 2016, will have many far reaching consequences, the effect on the financial markets is definitely worth strong consideration on the part of investors. Here, we explain what we know now, our observations and what this could potentially mean for you moving forward. 

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.

In August of 2015, the Dow Jones Industrial Average (DJIA) and the Standard & Poor’s 500 Index (S&P 500) fell by more than 10% for the first time in over 1,400 days. This correction capped the 3^rd longest streak in the history of the US stock market*, which had seen company values in both indices more than tripled since March of 2009.

In this E-Book you will learn about: 

One of our lead advisors, Alex Assaley is featured in this month's Benefits Magazine. Along with one of our AFS 401(k) clients, Calibre CPA Group LLC, he discusses how to improve upon a company's 401(k) plan.

Target date retirement funds (also called target date funds or TDFs) have become an increasingly popular investment option in 401(k) plans and similar employee-directed retirement plans. The U.S. Department of Labor’s Employee Benefits Security Administration (EBSA) prepared the following general guidance to assist plan fiduciaries in selecting and monitoring TDFs and other investment options in 401(k) and similar participant-directed individual account plans.

Download the document here.