Is your firm’s current 401(k) plan truly delivering convenience, sophistication, and personalization to your legal professionals?

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 details why Traditional 401(k) plans are inadequate for modern law firms and more