Reimagine How Your Firm
Recruits, Rewards, and Retains
Top Legal Talent
Support your employees with customized programs that strengthen their financial futures
The Problem
Law firms are complex, so generic benefit plans don’t work.
Our Solution
A proprietary, ecosystem-driven platform designed specifically for law firms.
Introducing the
Law Firm Benefits & Planning Platform
A financial independence platform of partners, products, and services built for the unique needs of the legal profession comprised of eight synergistic components designed to create compounding value across your firm.
Designed by influential expert Jeff Acheson, the Law Firm Benefits & Planning Platform is the culmination of extensive experience and industry expertise backed by a team of professionals who understand law firms’ and lawyers’ financial independence planning priorities.
To help guide our path, we rely on our advisory council of legal industry experts to provide input and insights on our offerings. In addition, our stable of mission-aligned industry partners are committed to helping us execute our strategy of a customization continuum for select law firm profiles.
Top Resources Within the Platform
The ASG Open(K) Plan Design
A fully customized 401(k)/Cash Balance structure built specifically for law firms. Developed with leading fiduciaries, the plan features hyper-personalized managed accounts (MAPS) and institutional investment access.
Managed Account MAPS
Sophisticated investment management strategies within hyper-personalized plans for financial independence, built on simplicity to enhance 401(k) account balance management.
The Life Income Plan for Lawyers
Go beyond traditional 401(k) and cash balance strategies with tax-deferred accumulation, tax-free retirement income, and pre-retirement liquidity. All without required employee contributions, contribution limits, or third-party administration costs.
Strategic Retention & Rewards Program
Reward loyalty, retain leaders, and reinforce your firm’s future with this customizable Long-Term Incentive Plan (LTIP) designed for law firms that want to compete like corporate America.
Plan Administrators' Lives Made Easier
We focus on helping you meet the ERISA fiduciary duties associated with your 401(k) plan. We strive for an optimal balance of satisfaction and effectiveness in a co-fiduciary capacity at both the plan and participant level. What’s more, we make plan administrators’ lives easier by:
- Saving them time and money
- Reducing their workloads
- Reducing firm-level risks, and
- Improving participant outcomes
How do we do this? By striving to reduce core plan expenses to less than 0.50% and minimizing firm-level fiduciary duties and oversight to less than 90 minutes per year.
Built for Select Law Firm Profiles
We intentionally designed the Law Firm Benefits & Planning Platform for firms that value customization, sophisticaption, and strategic alignment.
We Love Tech So You Don't Have To.
The law is habitually slow to adopt new technology and legal changes come at a glacial pace. The legal profession has historically been slow to innovate due to inherent risk aversion, accuracy concerns, data privacy issues, confidentiality, and perceived significant costs. However, the increasing demands of clients and the necessity for greater efficiency are making technology adoption crucial for success.
At ASG, we have incorporated cutting-edge technology to assist lawyers day or night, 365 days a year. We have partnered with TIFIN to develop a gold standard AI platform for financial services, including for self-directed investors, using AI and software to address investor challenges.
The Big Question
Ready to Elevate Your Firm's Benefits Strategy?
Schedule a confidential consultation to explore how your firm can recruit stronger, retain longer, and reduce fiduciary risk.