The ABA Retirement Funds Program has been serving the retirement needs of the legal community for over 50 years. In 1963, the ABA Retirement Funds Program ("the Program") was established to offer unique retirement solutions exclusively to the legal community. The Program encourages lawyers to save and plan for retirement and leverages its size to bring together premiere service providers.
As one of the longest standing member benefits affiliated with the American Bar Association, the Program helps more than 38,000 legal professionals meet their retirement needs. The Program is committed to offering a low cost, flexible, and comprehensive retirement plan solution that meets the oversight, investments, and service needs of law firms.
Mercer Trust Company is now the Program’s Investment Fiduciary and Trustee of the Collective and Pooled Trusts. Learn more about the Program’s new partner on the “Mercer” page under “Program Investments,” above.
The Program recently issued restatement packages to all plan sponsors who have adopted the Program’s master prototype. The Adoption Agreement should be executed no later than April 30, 2016. For more information, please refer to the instructions that were included with the package, and you may also access our Frequently Asked Questions here.
Feeling exposed? Take our short quiz to see if your firm is benefiting from maximum fiduciary protection.
We are pleased to inform you that a Glossary of Investment Terms has been added to the Program's website. The glossary is intended to assist Program participants, beneficiaries, and those eligible for the Program, better understand the Program's investment options. To access the glossary click here.
View a recording of our latest webinar: Legislative and Regulatory Update