ABA_retirement_fund

Get to Know The Program

Wouldn’t you rather rely on something that was built exclusively for you? 

The ABA Retirement Funds Program (“the Program”) was established in 1963 as a member benefit exclusively available to law firms of all sizes, even solo practitioners. Our belief then, as it is today, is that the unique needs of the legal community are best served by a retirement plan built by lawyers for lawyers. Compare these benefits with your current plan: 

  • No out-of-pocket expenses to your firm or participating employees1
  • Appointed professional investment fiduciary services to minimize your risk
  • Broad range of investment options to suit the needs of every type of investor
  • Personalized, professional, and objective third party investment advice to participants2
  • Bundled services so your firm can keep its focus on the success of the practice 

When it comes to retirement plans, we understand the legal community and can help you build a plan that meets your specific needs. Please don’t hesitate to call us for a free consultation.

ABARetirementWebinar1705

 



Learn more about the ABA Retirement Funds Program in a CBA Exclusive Webinar - May 2017

 

 

 

To take advantage of this program, click here

Tel.: (800)826-8901 | Email: joinus@abaretirement.com | Web: abaretirement.com To ensure delivery of ABA Retirement Funds Program emails to your inbox, please add joinus@abaretirement.com to your Address Book or Safe Senders List. For email inquiries or to unsubscribe this email contact: joinus@abaretirement.com

ABA Retirement Funds Program I PO Box 5142 I Boston, MA 02206-5142 

©2015 ABA Retirement Funds Program. All Rights Reserved. 



1 All ABA Retirement Fund 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. 

2 Advisory Services provided by Voya Retirement Advisors, LLC (VRA). For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and your plan’s Fact Sheet. These documents may be viewed online by accessing the advisory services link(s) through your plan’s web site at www.abaretirement.com. You may also request these from a VRA Investment Advisor Representative by calling your plan’s information line at 1-800-348-2272. Financial Engines Advisors L.L.C. acts as a sub-advisor for Voya Retirement Advisors, LLC. Financial Engines Advisors L.L.C. (FEA) is a federally registered investment advisor and wholly owned subsidiary of Financial Engines, Inc. Neither VRA nor FEA provides tax or legal advice. If you need tax advice, consult your accountant or if you need legal advice consult your lawyer. Neither Voya Retirement Advisors nor Financial Engines Advisors can guarantee results and past performance is no guarantee of future results. Financial Engines® is a registered trademark of Financial Engines, Inc. All other marks are the exclusive property of their respective owners. 

The ABA Retirement Funds Program has been providing affordable retirement plans to the legal community for over 50 years. It is organized as an Illinois not-for-profit corporation by the American Bar Association and is dedicated to providing retirement services exclusively to the legal community. It currently services nearly 3,800 law firm retirement plans and has over $5.5 billion in assets (12/31/2014). 

Please read the Annual Disclosure Document (April 2015), as supplemented (September 2015), carefully before investing. This Disclosure Document contains important information about the Program and investment options. For email inquiries, contact us at: joinus@abaretirement.com. 

Registered representative of and Securities offered through Voya Financial Partners, LLC (Member SIPC). 

Voya Financial Partners and [Voya Retirement Advisors, Voya Financial Advisors] are members of the Voya family of companies (“Voya”). Voya, the ABA Retirement Funds, Mercer Trust Company, and T.D. Ameritrade, Inc. are separate, unaffiliated entities, and not responsible for one another’s products and services.

CN0928-17991-1017 (10/2015)