AFS 401(k) Retirement Services

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Our Services
  • Fiduciary Oversight
  • Investment Consulting
  • Retirement Plan Design
  • Vendor Benchmarking & Search
  • Employee Education & Advice
  • Retirement Readiness & PlanSuccess
  • Defined Benefit Consulting

Vendor Benchmarking & Search

With AFS 401(k) as your partner, you can choose from a virtually unlimited universe of providers- free from proprietary vendor or product pressures and conflicts of interest. We will help you select the provider that most appropriately fits the specific needs of your organization and your employees.

Managing vendor due diligence

Our customized Request for Proposal (RFP) process includes:

  • Gathering data and pricing
  • Analyzing costs, services, and investment choices
  • Facilitating finalist meetings

Ongoing monitoring

Once your plan is in place, you can expect:

  • Monitoring of participation levels and performance
  • Plan cost benchmarking and analysis against other vendors and plans
  • Guidance on areas of improvement
  • Target date analysis and custom target date solutions
  • Market Update for the Month Ending January 31, 2013
  • 401(k) Benchmarking Survey (Deloitte)
  • The 2012 Retirement Confidence Survey
  • Twitter
  • LinkedIn

This communication is strictly intended for individuals residing in the states of
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, MI, MS, MT, NC, NJ, NV, NY, PA, SC, TN, TX, VA, VT, WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®,
Member FINRA/SIPC, a Registered Investment Advisor

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