Traditional plan designs and platforms often fall short for modern law firms, failing to provide planning flexibility, investment autonomy, and creditor protections that high-earning attorneys and their heirs need. Given the financial status and sophistication of many attorneys, a more tailored approach – by integrating self-directed brokerage accounts (SDBA) within a 401(k) plan design – can provide the investment flexibility attorneys demand, without increasing fiduciary liability, administrative complexities, and cost for the firm.
This whitepaper: It’s Time to Rethink the Modern Law Firm 401(k) Plan delves into how traditional plan designs and platforms often fall short for modern law firms.
If now is the time to explore modernizing your firm’s 401(k) plan design and platform, begin by comparing your current plan against the ASG Open(k) Plan Designsm by contacting us for a complimentary side-by-side comparison to determine if your firm meets the select profile our innovative offering was built for.
Email: elle.moser@mystrategyteam.com