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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 Northern Trust Investments, Inc. and its affiliate The Northern Trust Company ("Northern Trust"), a leading global asset manager that services 74% of the top 100 corporate retirement plans1
  • 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.

 

 

 

 

 

Come See Us

 

The 2010 Retirement Date Fund will terminate after the close of business on March 27, 2015 in accordance with its investment strategy and objective.  Please see the letter mailed to all Program participants, which can be accessed here, for more information.  Please also refer to the Plan- and Investment-Related Disclosure that was included with the mailing.
 

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

 

September 9-11
Wyoming State Bar, Annual
Snow King Resort/Grand View Lodge
Jackson, WY

September 10-12
Association of Legal Administrators
Business of Law Conference - Central

Sheraton New Orleans
New Orleans, LA

September 24-26
ABA Solo, Small Firm and General Practice Division (GPSolo)
InterContinental Boston
Boston, MA

October 1-3
Association of Legal Administrators
Business of Law Conference - East

Sheraton Atlanta
Atlanta, GA

October 7-9
Indiana State Bar Association, Annual
French Lick Resort
French Lick, IN

October 7-9
Nebraska State Bar Association
Embassy Suites Omaha – La Vista
Hotel & Conference Center
La Vista, NE

October 8-11
The State Bar of California
Anaheim Marriott
Anaheim, CA

 

 

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