The ASG 401(k) Platform for Law Firms was built to be the standard against which select law firm profiles benchmark their plan.

Benchmarking goals:

  • Access to plan designs, tools, and advice to help maximize partner wealth-building
  • Reduce core plan expenses to less than 1/2 of 1%
  • Minimize firm-level fiduciary oversight time to less than ninety minutes per year

Law Firms are complex organizations with intense workplace environments. Why then, do so many firms settle for plain, off-the-shelf 401(k) plan offerings sold to every other industry and profession?

Perhaps they didn’t know they had a choice, until now. After consulting with leading ERISA attorneys and fiduciaries, Jeff Acheson, a trusted authority and leader in the retirement plan industry, used a ten-step process to develop the ASG 401(k) Plan for Law Firms.

Relationships Matter Even with our focus on building a new industry standard, we still consider ourselves to be more in the relationship business than the plan business. We believe every individual in the firm deserves a hyper-personalized plan for financial independence. To that end, we offer access to the planning tools, educational resources, and individual advice needed to map out a strategy for the accomplishment of personal financial goals and objectives.

How Does Your Plan Stack-Up? To benchmark your existing plan against our ten-step process, use the checklist below to determine if your firm might benefit from exploring what the ASG 401(k) Plan for Law Firms has to offer select firm profiles.