Health Care & Beyond: Benefits That Matter
Health Care & Beyond: Benefits That Matter

As the job market becomes more competitive, employers need to come up with ways to recruit and retain top talent. And for many that means not just basic robust health and retirement benefits but also a plethora of enviable perks from comprehensive paid leave policies, caregiving and fertility benefits to student loan repayment and financial wellness programs.

At the annual Benefits Forum & Expo, attendees will hear from the nation’s top employers on the best benefits strategies, tools and technologies available today. Plus, hear about the latest regulatory news, compliance matters and industry innovations, and have plenty of time to learn and network with your peers. Workplace Benefits Summit is your one-stop shop to grow your business, drive profitability, and add to your product portfolio.

Come join us in New Orleans as we help you prepare for the changes ahead for employers and brokers.

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    A not-to-be missed agenda focused entirely on employee benefits-specific topics, packed with the nation's top employers! Download the brochure today to learn more.

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Your Benefits Forum Roadmap

    PLAN YOUR STAY AT THE
    BENEFITS FORUM & EXPO
    CONFERENCE

    • Hyatt Regency New Orleans

    • 601 Loyola Avenue

    • New Orleans, LA 70113

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                    

                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                        

                                                                                                                                                

                                                                                                                                                                                                                                                                                            

                                                                                    

Presented by:
Presented by:
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Alexander Assaley
Managing Principal, AFS 401(k) Retirement Services

Each day, I focus on empowering others through imparting financial knowledge and helping them make progress in any way that I can. Like most people, I’ve faced challenges throughout life that have helped me understand how overwhelming and hard it can be to navigate personal finance, no matter how much you’re worth. From a young age, I’ve used experiences to help me grow and strive to be the best version of myself. Today, I borrow from the lessons in order to help make complex retirement plans simple and straightforward for employers and employees.

For me, finance is in my genes in a way. My father was a financial advisor, as well as my uncle. I guess they rubbed off on me a bit, but I admit, I didn’t think I would end up working in financial services. Through my family, experiences, and challenges, I learned that, despite the general perception, becoming a financial advisor was a way to help working Americans achieve their goals and live a better life. As for education, I received my
Bachelor’s degree in Economics from West Virginia University and hold the FINRA Series 7, Series 63, and Series 66 securities registrations as an Investment Advisor Representative with Commonwealth Financial Network. I have also earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. Learn more about my road to becoming an advisor here.

Developing strategy and collaborating with others to execute goals. I love the feeling of progress – especially when a group rallies around a common mission. I make an effort to our lead team in creating and delivering proactive, high-touch services for our clients. I love working with positive, optimistic, and forward-thinking professionals. Most of my personal and professional relationships are with individuals and teams that want to do the right thing – for their organization, their people, and their families. At AFS 401(k), we have a great team, and I continue to find that we best serve organizations that truly care about having a valuable retirement benefit for their employees.

Specifically, in our line of work, I love communicating with Retirement Committees and learning about their top priorities and initiatives to make their retirement benefits stronger. From there, we can develop a strategy that aligns with their ideas and culture. Performing this strategic review is a key part in helping employers to create compliant, efficient, and successful retirement plans.

I also focused on giving back to this industry that has done so much to help build my career and propel my vision for the future. I am a member of the National Association of Plan Advisors (NAPA) and its parent organization, the American Retirement Association (ARA). I serve as the co-chair to its Steering Committee for the annual 401(k) Summit, our industry’s national convention geared towards retirement-focused advisors and industry
professionals. I am also grateful for the wonderful community that we get to call home. I am an active member of the Bethesda-Chevy Chase Rotary Club, which takes great pride in the service-based outreach we provide throughout the local community and around the globe. Additionally, we are fortunate to work with a number of great organizations, including (but not limited to) A Wider Circle, So Others Might Eat (SOME), and Junior Achievement.

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