Have you heard that AFS 401(k)'s very own Lead Advisor, Alex Assaley has been named to NAPA-Net magazine's 2014 list of "Top 50 Plan Advisors Under 40"? Alex says of this achievement: "It is an honor to be recognized as one of the top young practitioners in the retirement plan industry. As employer retirement plans mature, I am proud and excited to be working alongside so many specialized advisors, consultants, and other professionals striving to make a difference for American workers."
In honor of this exciting honor, we thought this would be a great opportunity to get to know Alex a little better. In this video interview, we hear more about what drives Alex as an advisor, why AFS focuses on retirement consulting, and what Alex and our team are doing differently to help people get on the right track to "retirement readiness."
The 2014 NAPA Top Retirement Plan Advisors Under 40 list includes plan advisors who have built a solid practice—either alone or as part of a team—and are established leaders ready to take their defined contribution (DC) and 401(k) plans to the next level. Nominations were solicited by NAPA members. Nominees were asked to complete an application and winners were chosen based on criteria that include: current and new DC assets under management, DC plans for the past 12 and 24 months, DC/DB plan revenue. Votes were utilized to break ties, if applicable. The nominated advisor need not be a NAPA member. 121 advisors were considered for the award. 50 (41% of candidates) were recognized. This award is not indicative of the wealth manager's future performance. Your experience may vary. For more information, please visit: www.napa-net.org