In this E-Book you will learn about: 

This time of year not only brings a new season, but also plenty of opportunities for us to get the latest about employer-sponsored retirement plans, employee benefits and much more. To stay current on industry trends and hot topics, two of our advisors, Alex Assaley and Daniel Haverkos recently attended two conferences: The Employee Benefit News Forum & Expo and the National Association of Plan Advisers DC Fly-In Forum. Both of these events offered up valuable information on all aspects of retirement plans and employee benefits: wearable health technology, tax reform, corporate wellness, new proposed rules on the fiduciary definition and much more.

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.