AFS 401(k) Retirement Services, A HUB International Company

The year’s not over, but we couldn’t wait to share this. We’ve put together a video capturing what made 2024 so memorable for us! It’s a little bit of everything: the effort, the laughs, and the adventures that kept us motivated. Let us know—what’s your favorite highlight from this year? #TeamHighlights #YearInReview #GrowthAndGratitude 

Help us pick the winner of our office Gingerbread House contest!

Starting in 2025, employees aged 60-63 will have access to enhanced catch-up contribution limits. This is a fantastic opportunity for your team to supercharge their retirement savings, especially those in their final stretch of work before retirement. What you can do: ➡️ Share this resource with your employees to help them understand and leverage these new limits. ➡️ Encourage them to plan ahead to maximize their contributions in 2025 and beyond. Empowering your team with knowledge about these updates can make a huge difference in their retirement readiness. #RetirementPlanning #2025Updates #FinancialWellness

Year-End Prep for Retirement Plans: The end of the year is here, and it's time to tie up loose ends with your retirement plan. Here’s your checklist to start 2025 off right: ✅ Prepare Year-End Data: Gather payroll and census info for compliance testing in January. ✅ Verify Participant Actions: Ensure terminated employees have submitted their distribution forms. ✅ Review Plan Operations: Spot and self-correct any ERISA or tax-qualification issues. Let’s set the foundation for a smooth and compliant year ahead.

Introducing our first ever #GreatPieOffChampion! 🥧🏆 Aidan Fleming took the crown with his handheld Cornish Pasty. Big congratulations to him for absolutely crushing the competition (and our taste buds). It was a tough competition because all the pies were delicious! 

The holiday season is a whirlwind of excitement, joy, and let’s be honest—chaos. Whether it’s gifting unforgettable experiences or learning the hard way about a too-good-to-be-true secondhand deal, we have stories to tell. Our team is sharing their lessons, laughs, and tips to help you tackle the holiday shopping hustle. #HolidayShopping #HolidayHacks #BudgetFriendly

Social media isn’t just about posting—it’s about building real connections. I shared some of my social strategies in Nuveen, a TIAA company’s nextAdvisor, highlighting how advisors can balance professional expertise with authentic content. I think it’s about finding your voice, staying consistent, and engaging with purpose. You can read the full article here: https://lnkd.in/e57Vz47F #AdvisorVoices #SocialMediaStrategy

HUB honors the service & sacrifice made by those who have served in the military, as well as their families. We are honored to be included on the Military Times 2024 Best for Vets: Employers list. #VeteransDay #MilitaryTimes #BestforVets

Honored to be on NAPA’s inaugural list of top social media influencers! My goal has always been simple: to create down-to-earth financial content so everyone can enjoy life—today, tomorrow, and for their long-term future. #NAPAAwards #RetirementAdvisor #FinancialWellness

Election Day often sparks concerns about market outlooks and potential fluctuations. In a recent PLANADVISER article, I shared how we guide clients with realistic thinking—focusing on essentials like reviewing 401(k) savings, updating beneficiaries, and investment allocations to maintain long-term goals. With the high information flow this election season, these year-end reviews are even more vital to help clients stay on track amidst the election “noise.” Article from: https://lnkd.in/eDfbnKm4 Article written by: Alex Ortolani #RetirementPlanning #ElectionDay2024 #FinancialWellness