We understand the needs of the legal community and have hired three leading financial innovators to deliver a fully bundled workplace retirement plan solution, serving solo law practitioners, small law firms and large legal corporations. We are constantly working to find better, easier and more impactful ways to help legal industry employees enroll in a retirement plan that meets their needs and achieve a secure financial future.
We are passionate about doing the right thing for the legal community. You can count on the Program's dedicated teams at Voya, Mercer and TD Ameritrade to deliver the accurate, consistent and reliable retirement plan service you deserve. Our retirement plan, specifically built for the legal community, delivers solutions to help your employees secure a financial future.
If you have any questions or want to learn more about our retirement plan options, contact ABA Retirement Funds Program today.
We are passionate about doing the right thing for the legal community. You can count on the Program's dedicated teams at Voya, Mercer and TD Ameritrade to deliver the accurate, consistent and reliable retirement plan service you deserve. Our retirement plan, specifically built for the legal community, delivers solutions to help your employees secure a financial future.
If you have any questions or want to learn more about our retirement plan options, contact ABA Retirement Funds Program today.
Services
The ABA Retirement Funds Program ("Program") offers an employer-sponsored retirement plan - built by lawyers, powered by pros.
For over 55 years, the Program has been committed to providing the tools necessary to help all legal professionals achieve retirement security.
Our structure allows your firm to focus on the success of the practice while we provide the highest level of fiduciary oversight allowable through ERISA, reducing your fiduciary risk.
Through our purposeful innovation we provide an investment platform with options to allow for optimal choice and flexibility for your participants and a fully bundled service model, custom designed to meet the unique needs of your firm, so you and your plan participants can learn more, save more and worry less.
For over 55 years, the Program has been committed to providing the tools necessary to help all legal professionals achieve retirement security.
Our structure allows your firm to focus on the success of the practice while we provide the highest level of fiduciary oversight allowable through ERISA, reducing your fiduciary risk.
Through our purposeful innovation we provide an investment platform with options to allow for optimal choice and flexibility for your participants and a fully bundled service model, custom designed to meet the unique needs of your firm, so you and your plan participants can learn more, save more and worry less.
Please note any required supplemental notices have been attached to the appropriate PDF files for your convenience.
The Enrollment Package is available to member firms and can be located as previously communicated.
If you are unable to access the electronic Enrollment Package, please call 800.752.6313 or email us at contactus@abaretirement.com.
If changing your name, please provide either a certified copy of your marriage certificate or copy of your divorce decree or other court order.
Please see your plan administrator for qualifying requests.
The Enrollment Package is available to member firms and can be located as previously communicated.
If you are unable to access the electronic Enrollment Package, please call 800.752.6313 or email us at contactus@abaretirement.com.
If changing your name, please provide either a certified copy of your marriage certificate or copy of your divorce decree or other court order.
Please see your plan administrator for qualifying requests.
Amplify your investment fiduciary protection to minimize your firm's risk.
An Employer's decision to sponsor a retirement plan typically brings with it certain fiduciary responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA).
The selection and monitoring of service providers for your plan such as recordkeeper, administrator, trustee and custodian, along with their respective fees' reasonableness.
The selection and monitoring of brokers, consultants, investment advice service providers, along with monitoring associated fees.
An Employer's decision to sponsor a retirement plan typically brings with it certain fiduciary responsibilities under the Employee Retirement Income Security Act of 1974 (ERISA).
The selection and monitoring of service providers for your plan such as recordkeeper, administrator, trustee and custodian, along with their respective fees' reasonableness.
The selection and monitoring of brokers, consultants, investment advice service providers, along with monitoring associated fees.
The Program's dedicated service teams deliver everything you need to keep your plan running smoothly:.
We also have 70 service standards2 that are agreed to by Program service providers, some at risk of financial penalty.
1 Contribution calculations do not include cross-testing or new comparability.
If those calculations are requested, the plan sponsor would need to engage a third party / actuary at their own expense.
The Program has negotiated preferred pricing with a third party administrator, as requested.
We also have 70 service standards2 that are agreed to by Program service providers, some at risk of financial penalty.
1 Contribution calculations do not include cross-testing or new comparability.
If those calculations are requested, the plan sponsor would need to engage a third party / actuary at their own expense.
The Program has negotiated preferred pricing with a third party administrator, as requested.
Log into the participant website to access your account.
If you are not yet a participant, you can enroll online in your retirement plan.
Prior to enrolling, please contact your plan administrator for your firm's six-digit Program plan number.
This website is updated quarterly with investor education and updates about the Program's features and benefits.
This glossary is intended to assist Program participants, beneficiaries, and those eligible for the Program, in better understanding the Program's investment options.
If you are not yet a participant, you can enroll online in your retirement plan.
Prior to enrolling, please contact your plan administrator for your firm's six-digit Program plan number.
This website is updated quarterly with investor education and updates about the Program's features and benefits.
This glossary is intended to assist Program participants, beneficiaries, and those eligible for the Program, in better understanding the Program's investment options.
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