ASG Open(k) Plan Design

This ecosystem driven platform was built specifically for law firms and designed to be the standard against which select firm profiles benchmark their plan.

  • Provide access to customized plan designs, sophisticated investment management strategies, and personalized advice to help maximize wealth-building efforts
  • 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 Open(k) Plan Design for law firms.

Relationships Matter Even with our focus on building a new industry standard, we still consider ourselves more in the people 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 services, sophisticated investment options, and individualized advice needed to map out a strategy for accomplishing 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 Open(k) Plan Design for law firms has to offer select firm profiles.