Sharing a glimpse into our day at the HUB Mid-Atlantic Huddle at Ion International Training Center in Leesburg, VA. From thought-provoking presentations to discussions on future goals, it was a productive afternoon. Oh, and we managed to squeeze in some curling fun too! Take a look at these snapshots capturing the moments. #HUBMidAtlantic #TeamBuilding #WorkAndPlay AFS Financial Group, A HUB International Company HUB International HUB Retirement and Wealth Management (formerly Washington Financial Group) Millennium Advisory Services, Inc., a HUB International company Alex Assaley, AIF® Alp Atabek Jason Dahl, CFP®, CLTC, CIMA®Jim Keenehan, AIF®, CPFA Joe DeNoyior Elizabeth Rehbehn, CPFA Antonio Kitt, CFP® Erik Bowen-Collinson Olivia Stinson, CEM, DES Colin Clark MBA C(k)P® AIF® CPFA CBFA Cade Phillips Alex Hsu Kevin Phillips, AIF®, CRPS® Cheryl Brown (Feel free to tag others in the comments ⬇️)
AFS 401(k) Retirement Services, LLC, A HUB International Company
Financial Services
Bethesda, Maryland 413 followers
We help make complex retirement plans simple.
About us
Who We Are The expert advocates for mid- and large-sized organizations looking for a better way to manage the complex challenges posed by their employer-sponsored retirement plans. We can help make your life easier. By helping to simplify complex fiduciary oversight, plan design, and employee advice, we provide you with the guidance and forward thinking strategies that work. Our strategies aim for straightforward solutions and corporate protection while enhancing overall retirement success for your employees. Who Do We Serve We work best with professional services firms, non-profit organizations and trade associations, manufacturing firms, and other companies who truly care about having a worthwhile retirement benefit for their employees. Investment advisory services offered through Global Retirement Partners, LLC, dba AFS 401(k) Retirement Services, an SEC registered investment advisor and wholly owned entity of HUB International. Insurance services offered through HUB International.
- Website
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www.afs401k.com
External link for AFS 401(k) Retirement Services, LLC, A HUB International Company
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Bethesda, Maryland
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Fiduciary Oversight, Investment Consulting, Retirement Plan Design, Vendor Benchmarking & Search, Employee Education & Advice, Retirement Readiness & PlanSuccess, Defined Benefit Consulting, and Financial Wellness Programs
Locations
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Primary
Get directions
7700 Old Georgetown Road
Suite 630
Bethesda, Maryland 20814 (301) 951-2642, US
Employees at AFS 401(k) Retirement Services, LLC, A HUB International Company
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Alp Atabek
Founder and Managing Partner at AFS Financial Group, LLC; Founder and Principal at AFS 401(k) Retirement Services, LLC
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Elizabeth Rehbehn, CPFA
Director of Financial Wellness at AFS 401(k) Retirement Services, LLC
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Kacy Reece-Balboni
Marketing Manager at AFS 401(k) Retirement Services, LLC
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Cade Phillips
Client Service Associate at AFS 401(k) Retirement Services, LLC
Updates
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Will you be joining us at the Plan Sponsor Council of America National Conference in May? Save the date for this exciting event, taking place from May 15-17 in Salt Lake City, UT! If you're a CPSP™ credential holder, you'll enjoy complimentary access to this exclusive gathering. More details here.
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HUB International's Retirement and Private Wealth has been recognized by the National Association of Plan Advisors (NAPA) as a Top DC Advisor Multi-Office Firm for 2024. This acknowledgment highlights the dedication and expertise of our RPW team in guiding individuals toward financial confidence. Can’t wait to see what we achieve next! #NAPA #RPW #RetirementPlanning
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Exciting trends are shaping 403(b) retirement plans, with factors like automatic enrollment, improved communication, and employer matching contributions driving higher participation rates. Kim Cochrane from HUB International acknowledges the positives of increased participation but advises caution until we observe evidence of heightened savings among employees. Learn more in PLANSPONSOR. #RetirementPlanning #ParticipationRates #EmployeeSavings
403(b) Participation Rates Reach Record Highs, but Savings Results ‘Still Not Great’ | PLANSPONSOR
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Our Director of Financial Wellness, Elizabeth Rehbehn, CPFA shares her thoughts on the ARAs NOW Mentoring Program. She highlights the program's focus on creating diversity opportunities in the retirement space. Beth focuses on the importance of inclusivity in financial planning. Read the full article: #FinancialWellness #DiversityInFinance #RetirementPlanning
ARA's NOW Mentoring Program Set to Create Diversity Opportunities in Retirement Space
napa-net.org
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When planning for retirement, deciding what to do with your retirement plan is crucial. Should you roll over your savings into a new account or take a distribution? A rollover allows your savings to grow tax-free, consolidates accounts for easier management, and offers a wider range of investment options. On the other hand, taking a distribution provides immediate access to your savings but comes with tax implications and potential penalties. Consider your financial situation and retirement goals carefully before deciding. Learn more about these options in this informative article. #RetirementPlanning #RolloverVsDistribution #FinancialDecisions #PersonalFinance
Rollover vs. Distribution: Navigating Retirement Plan Options
moneynav.com
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Great tip from Alex Assaley, AIF® on automatic saving!
As America Saves Week continues, today’s theme is Saving Automatically, and one of the best ways to achieve financial security is by taking advantage of automatic savings programs. When you are saving a dedicated amount of money every week, month, or another regular interval, you can begin to feel a sense of control over your saving habits, and HUB FinPath is here to help you feel confident in your financial wellness so you feel ready for tomorrow. Visit hubfinpath.com to learn more. #HUBFinPath #ASW2024 #FinancialWellness #ReadyforTomorrow
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As Generation X and younger Baby Boomers near retirement, the conversation on retirement income options grows crucial for DC plan sponsors. The challenge? Finding the best strategies to help employees turn their DC plan savings into a reliable retirement income. Spoiler alert: There's no one-size-fits-all solution. Employers should delve into their plan's philosophy, consider employee preferences, and account for their workforce's unique characteristics when exploring changes. We're sharing a new report by Lazard Asset Management, which explores various retirement income options for DC plan sponsors. It offers insights into tailoring these options to fit different plan scenarios. Check out the full report here. Lazard Asset Management #RetirementIncome #DCPlans #EmployeeBenefits #FinancialPlanning #TailoredSolutions
Unlocking Retirement Income Options for DC Plan Sponsors
afs401k.com
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We're thrilled to announce that our advisors, Alex Assaley, AIF® and Jim Keenehan, AIF®, CPFA, have been named among the top retirement advisors in PLANSPONSOR's Top Retirement Plan Advisers list. Their dedication to helping clients achieve their retirement goals has been recognized, and we couldn't be more proud. Congratulations to Alex and Jim for this well-deserved recognition!
It has been a great week to recognize the tremendous efforts advisers make in our industry. Join us in congratulating these talented retirement advisers on being named 2024 Top Retirement Plan Advisers by PLANADVISER. Way to go, team! We're so lucky to have you at HUB. #PLANADVISER #RetirementAdvisers #RPW
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We're gearing up for a week of internal meetings, goal setting, and team bonding as part of our quarterly strategic plan week. AFS Financial Group, A HUB International Company Cade Phillips Natalie Atabek Kacy Reece-Balboni Olivia Nakkash Demissie, IACCP®Samantha Kaufman Jensen Lorea, CFP®Jason Dahl, CFP®, CLTC, CIMA®Jim Keenehan, AIF®, CPFA Alex Hsu Alex Assaley, AIF® Kevin Phillips, AIF®, CRPS®Erik Bowen-Collinson Alp Atabek Elizabeth Rehbehn, CPFA
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