AFS brings sound investment ideas to businesses large and small. Whether you are a small business owner looking for assistance with a 401(k) or a large employer seeking comprehensive Plan design and fiduciary guidance, AFS has the depth of practical experience to help you achieve your retirement plan objectives.

AFS' institutional-level expertise can help you run an efficient, well-rounded retirement savings program. AFS completes a comprehensive vendor search on your company's behalf and will provide a thorough revenue analysis and investment screening tailored to meet your Investment Policy standards. Through our investment guidance, AFS can ensure your fiduciary duties are satisfied through due diligence and your firm stays ahead of the curve.

Our corporate retirement plan consulting services include: quarterly economic and market developments; fee analysis and open-book accounting implementation; ongoing monitoring of existing funds, asset category and fund searches; investment policy statement creation; and model portfolio construction within the Plan's offerings as well as pension portfolio risk analysis.


Retirement Plan Services

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