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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.
 

  • Investment fiduciary, trust and custody services from Mercer Trust Company, a leading global asset manager with 40+ years of investment experience, advising on over $9 trillion.1
  • Recordkeeping services from Voya2, one of the largest Defined Contribution recordkeepers in the industry
  • Self-directed brokerage account through TD Ameritrade3
  • No out-of-pocket expense to law firms regardless of size

 
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.

 

 

 

 

 

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Mercer Trust Company, who is the investment fiduciary for the Program, has provided some general commentary related to the current market volatility. 

- Markets have been unusually volatile so far in 2016 – resulting from a number of factors:

  • slowing economic growth in many markets around the world, but most notably China
  • the continued decline in energy prices, with oil reaching its lowest level since 2004 

- We are currently experiencing a 10% U.S. stock market correction within the past year – and some pockets of the equity market have done worse, particularly economically sensitive sectors, such as materials and energy.  Market corrections are not unusual.  Mercer, the investment fiduciary, has not made any changes to the underlying Funds in which you can invest.

- Mercer’s guidance for investors is they may want to review their portfolios to make sure they still reflect their target asset allocations and goals.

Please visit the Investment Advice page under Program Investments, above, for more information on the advisory services offered by Voya Retirement Advisors.


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.

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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


  (windows media player)

Having a successful retirement plan takes more than setting it up and letting it go. Conversations in Washington D.C. could result in changes for retirement plans– changes you should know about. This e-Seminar is designed to provide you with up-to-date information that you may need to administer your plan, including:

-Will the new Fiduciary rules affect you?
-New proposals out of Washington – how they affect how you administer your plan
-The latest focus from the DoL and IRS – what you have to watch out for

 

  

 

Come See Us

 

January 30
Greater Los Angeles, ALA 2016
Annual Employment Law Forum
Omni Hotel, Los Angeles, CA
www.cai-glac.org 

February 2-4
National Association of Bar Executives
Mid-year Meeting
San Diego Marriott Marquis & Marina
San Diego, CA
www.nabe.org 

February 4-6
National Counsel of Bar Presidents
Mid-year Meeting
San Diego Marriott Marquis & Marina
San Diego, CA
www.ncbp.org

February 5
Orange County ALA – ACES Meeting
Hilton Hotel, Irvine, CA
http://orangecountyala.org

February 9
San Diego ALA – Legal Resource Fair
Mission Bay Hilton, San Diego, CA    
 www.sandiegoala.org

February 18-19
ALA Tennessee Chapter Retreat
Renaissance Nashville HotelNashville, TN
www.mtala.org

February 25-26
Louisiana State Bar, Solo & Small Firm Conference
Hyatt Regency, New Orleans, LA
www.lsba.org

March 17
Golden Gate ALA Knowledge To Leadership
Hilton Hotel, San Francisco, CA
www.Alasf.org

 

 

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