Program Overview

ABA Retirement Funds Program Overview

The ABA Retirement Funds Program (the "Program") was created 49 years ago and is designed to provide unique, full service 401(k) plans to the legal community. By leveraging its size, the ABA Retirement Funds Program brings together nearly 3,800 firms to offer a fund lineup and service package typically available to only large corporate retirement plans. This leverage allows the Program to provide:

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 42% of the top 100 corporate retirement plans ¹
Recordkeeping services from ING*, one of the largest recordkeeping firms in the industry
Self-directed brokerage account through TD Ameritrade
No out-of-pocket expense to law firms regardless of size

Couple these benefits with the oversight that the ABA Retirement Funds Board of Directors and its Staff provide over the entire Program and you have a retirement solution that helps firms hire and retain quality employees, control expenses and meet their fiduciary responsibilities.

1   Based on pension assets. Source: Pensions and Investments, February 6, 2012.
2   As of December 31, 2011.
3   TD Ameritrade was ranked #1 and received an overall score of 5 stars (tied for first place with one other broker), in the Kiplinger's Online Broker Ratings, Kiplinger's Personal Finance, 02/2011. Fourteen brokers were rated in the categories: Costs, Web Site Usability, Investment Choices, Customer Service, and Research and Tools.

TD Ameritrade and ABA Retirement Funds are separate, unaffiliated companies and not responsible for one another’s products and services. Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC/NFA and TD Ameritrade Clearing, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank.
© 2012 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.