The Program brings together 3,800 law firm retirement plans with more than $5.5 billion in assets (as of December 31, 2014) to offer a fund line-up and services typically only available to large corporate plans1. This leverage allows the Program to offer these services with no out-of-pocket expense to your firm and institutionally-priced funds for participants2. With the Program, we not only make the cost affordable, but also easier to understand:
The only Program costs are the investment expenses associated with each Fund – i.e., each Fund’s annual expense ratio. Based on the type of transaction or services requested, participants may also incur costs by opting for certain advisory services or by utilizing the self-directed brokerage account option.
The only program costs are the investment expenses associated with each fund. Learn More
INVESTMENT ADVICE FEES
If a participant decides to enroll in the Professional Management program, his/her ABA Retirement Funds Program account will be charged monthly, based on an annual fee. Learn More
SELF DIRECTED BROKERAGE FEES
TD Ameritrade fees are applicable to the Self-Directed Brokerage Account investment option only. Learn More
When comparing retirement plan costs, make sure you include all types of fees that may be included in your plan, or participants may incur.
1. All ABA Retirement Funds Program fees are allocated to each investment option (excluding brokerage accounts) and are reflected in each Fund’s expense ratio. These
fees are the only costs charged to participants (or employers) for participating in the Program. There are no additional costs to the employer or out-of-pocket expenses
for participants. Clients may incur additional expenses through the use of outside service providers, such as a TPA, or CPA to support their plan design or responsibilities
as a plan sponsor. Participants may incur costs by opting for certain advisory services or by utilizing the self-directed brokerage account option.
To see commissions and service fees associated with the self-directed brokerage account click here.
Prospectus – Disclosure Doc PRICING
Please read the Program Annual Disclosure Document (April 2016) carefully before investing. This Disclosure Document contains important information about the Program and investment options. For email inquiries, contact us at: firstname.lastname@example.org
Please read the Program Annual Disclosure Document (April 2016) carefully before investing. This Disclosure Document contains important information about the Program and investment options. For email inquiries, contact us at: email@example.com.
Voya Financial Partners, Voya Retirement Advisors, Voya Financial Advisors are members of the Voya family of companies (“Voya”). Voya, the ABA Retirement Funds, Mercer Trust Company, TD Ameritrade, and state and local bar associations are separate, unaffiliated entities, and not responsible for one another’s products and services.