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Location
7700 Old Georgetown Rd #630, Bethesda, MD 20814, USA
Bethesda
United States of America
Employees
Scale: 11-50
Estimated: 11
Engaged corporates
0Added in Motherbase
5 years, 7 months agoWe help make complex retirement plans simple.
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.
Fiduciary Oversight, Investment Consulting, Retirement Plan Design, Vendor Benchmarking & Search, Employee Education & Advice, Retirement Readiness & PlanSuccess, Defined Benefit Consulting, and Financial Wellness Programs
AFS 401(k) provides independent advice for retirement plans; assisting employers with fiduciary duties, and helping employees achieve their retirement goals. Proudly based in the Washington, DC (DMV) region and serving clients in Maryland, Virginia, and across the country.