About The Program

OUR HISTORY
Recognizing a need in the legal community
pinpoint map In 1963 the American Bar Association created the Program because it recognized that the legal community could benefit from a unique type of retirement plan to meet its needs. In the past, partnerships did not have the same access to tax-deferred retirement plan benefits as they do today. The Program was created in part to allow, under a Collective Trust structure, partnerships and small law firms to access these benefits. Over time, the Program developed into a comprehensive and affordable retirement plan that, today, serves over 4,000 member law firm plans and more than 37,000 participants (as of December 31, 2017).
OUR VALUE PROPOSITION
Delivering valuable benefits to law firms
The ABA Retirement Funds Program is designed to provide unique, full-service 401(k) plans to the legal community. By leveraging its size, the Program brings together thousands of law firm retirement plans to offer a fund menu and service package typically available to only the largest of corporate retirement plans. This leverage allows the Program to bundle some of the largest and best known financial services providers in the industry.


 
OUR AFFINITY PARTNERS

 

  1.  Assets under advisement includes aggregated data for Mercer Trust Company and its affiliated companies globally (“Mercer”). Data is derived from a variety of sources, including, but not limited to, third -party custodians or investment managers, regulatory filings, and client self-reported data. Mercer has not independently verified the data. Where available, data is provided as of June 30, 2017 (“Reporting Date”). If data was not available as of the Reporting Date, information from a date closest in time to the Reporting Date, which may be of a more recent date than the Reporting Date, was included. Data includes assets of clients that have engaged Mercer to provide project-based services within the 12-month period ended on the Reporting Date, and assets of clients that subscribe to Mercer’s Manager Research database.
  2. Pensions & Investments (P&I), P&I 1,000 largest retirement plans: 2018, ranked by total assets as of September 30, 2017, published on February 5, 2018.
  3. Pensions & Investments Special Report of DC Recordkeepers as of April 2018 (based on September 2017 data).
  4. TD Ameritrade was ranked Best in Class overall in the 2018 StockBrokers.com Online Broker Review, February 27, 2018.

Visit our Program providers:

Mercer Trust


ING US


TD Ameritrade



Green denotes Bar Affinity Partners.
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