At the 2018 Excel 401(k) Conference in Las Vegas, Alex Assaley, managing principal at AFS 401(k) Retirement Services, is interviewed by John Sullivan following his recognition as the Top Advisor by Participant Outcomes (TAPO). The award celebrates advisors who make a measurable impact on participant outcomes in retirement plans.
Assaley expresses deep appreciation for the recognition from an independent panel of judges, including 401k Specialist Magazine and J.P. Morgan. He credits his team at AFS 401(k), emphasizing their mission to help employees enjoy life — today, tomorrow, and in the long-term — through improved financial decision-making.
Assaley highlights that his approach is not just about maximizing retirement savings, but about developing financial literacy. He and his team guide individuals on how to manage everyday financial choices — from selecting employee benefits to preparing for long-term goals like retirement. A key part of their work is helping clients think intentionally about every dollar spent from their paychecks.
He downplays the accolades, instead refocusing attention on their core mission: delivering greater value and impact for organizations and their employees. Rather than resting on his achievements, Assaley admits to feeling competitive pressure — always aiming to improve and stay ahead by innovating and delivering more efficient and effective retirement strategies.
In closing, Sullivan congratulates Assaley on earning the symbolic “championship belt” for the year, and both reflect positively on the industry and its progress toward participant-focused outcomes.visor for 2018.
See Also: