A Different Kind Of Retirement Plan
for the Legal Community

Built by lawyers, powered by pros.
Explore the Plan
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Program Testimonials

These testimonials may not be representative of the experience of others.

A colleague told me how pleased they are with the switch to ABA Retirement. Our Program representative has been very good about checking in with us for educational presentations and regular check ins. You have definitely left us in good hands.

Julie Travis Office Administrator Sacks, Glazier, Franklin & Lodise, LLP November 2023

I think you [Program representative] are amazing and always prompt to respond to any inquiry. You and your team are always willing to explain things until I’m satisfied that I understand. Always patient and kind with responses. I appreciate you all every day.

Christie E. Morrow Accounting Manager Cuddy & McCarthy, LLP November 2023

As the staff administrator for the HSBA (Hawaii State Bar Association) employees’ retirement plan, I want to share how great it has been to work with the team of seasoned professionals at the ABA Retirement Funds Program. They have demonstrated commitment to supporting the HSBA in securing a stable retirement for our employees by being responsive and professional in addressing any questions or issues I had. The Program itself is thoughtfully designed and offers a myriad of options for different types of investors and different stages of a person’s career. The ABA Retirement Funds is definitely worth looking into if you haven’t already!

Iris M. Ito Assistant Executive Director Hawaii State Bar Association December 2023

In terms of value, the ABA Membership has always provided far more than the price of the annual dues, just considering the benefit of participation in the ABA Retirement Funds Program. My only regret is not joining the ABA Retirement Funds Program earlier in my career.

Matthew Thiel Attorney, State of Montana ABA Delegate Thiel Law Office, PLLC February 2024

It’s a pleasure to have a relationship manager who is as personable, helpful and kind as you…. you’re one of a kind… the best kind!

Denise Zyskowski Adm. Asst. Jubelirer, Pass & Intrieri, P.C. March 2024

Just wanted to send a quick thank you for all your work getting our amended 5500 and audit filed. As you know, our auditors really dropped the ball on this one. Were it not for you pushing him every day I'm sure we would have missed more deadlines. Additionally, I found it apropos that our previous plan's representative ignored the auditor's emails and was non-responsive and impossible to connect with. This is just further evidence I made the right decision switching to ABA. I always refer other law firms to you and will continue to do so.

Amanda Koplos, CLM, CPA Executive Director Shuffield Lowman March 2024

The Delaware County Bar Association has had an exceptional experience working with the ABA Retirement Funds Program. From the initial consultation to ongoing support, the ABA Retirement Funds Program has demonstrated an unmatched level of professionalism, knowledge, and dedication to helping us secure our financial future. Our Program rep and the team at ABA Retirement Funds took valuable time with us to truly understand each of our staff’s unique needs and goals, providing tailored solutions for everyone in the office well-exceeding expectations. Their depth of knowledge and experience instilled confidence from the start, reassuring us that we were in capable hands. Moreover, ABA Retirement Funds has proven to be a program committed to the success of local bars and our attorneys. With every interaction we have, they continue to exemplify professionalism and experience. Their support has been invaluable to the Delaware County Bar Association, and we wholeheartedly recommend them to any legal association or legal professional seeking a trusted professional in helping to secure their financial future.

Rachel Prince Executive Director Delaware County Bar Association February 2024
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A DIFFERENT KIND
OF RETIREMENT PLAN
BUILT BY LAWYERS,
POWERED BY PROS

We understand the needs of the legal community and have hired three leading financial innovators to deliver a fully bundled workplace retirement plan solution, serving solo law practitioners, small law firms and large legal corporations.

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INNOVATIVE
RETIREMENT FUND
OPTIONS

We are constantly working to find better, easier and more impactful ways to help legal industry employees enroll in a retirement plan that meets their needs and achieve a secure financial future.

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CULTURE YOUR
FIRM CAN
COUNT ON

We are passionate about doing the right thing for the legal community. You can count on the Program’s dedicated teams at Voya, Mercer and Charles Schwab & Co., Inc. to deliver the accurate, consistent and reliable retirement plan service you deserve.

Program Advantages

  • Highest standard of investment fiduciary protection under ERISA
  • Innovative retirement fund menu designed with the participant in mind
  • Client support and high-touch interaction focused on the needs of Program Plan Sponsors
See All Benefits
Retirement planner reviewing the advantages of the ABA retirement funds.
Our retirement plan, specifically built for the legal community, delivers solutions to help your employees secure a financial future. If you have any questions or want to learn more about our retirement plan options, contact ABA Retirement Funds Program today.

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