Reimagine how your firm recruits, rewards, and retains top talent while enhancing their financial futures.

Customization, Sophistication, Personalization.

This is our value proposition for law firms: a financial independence platform of partners, products, and services built specifically for the unique needs of the legal profession. 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.

Our Law Firm Benefits & Planning Platform

Law firms are complex organizations with intense workplace environments. We understand the need for a robust financial services platform, and that is why the Law Firm Benefits & Planning Platform was developed. Our proprietary, ecosystem-driven platform was designed specifically for law firms, and its eight synergistic components each offer compounding value to your team.

For your firm, we first 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. Can your current plan say the same?

For your partners, associates, and staff, we focus on being an easily accessible and trusted guide on the journey of planning for, protecting, and enjoying financial independence. Learn more about our services for lawyers and lobbyists.

The ASG Open(k) Plan Designsm

Lawyers often have a strained work/life balance, leading to a poverty of time. This insight was the catalyst for creating the ASG Open(K) Plan Designsm – the completely customized 401(k)/Cash Balance Plan that anchors our Law Firm Benefits & Planning Platform.

Instead of settling for an off-the-shelf 401(k) plan that is marketed to every industry, we invested in a customized offering specifically for law firms. 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 Designsm

Make no mistake – the customized plan is only the basis for our service. We are in the people business, building relationships with each individual in the firm and providing sophisticated investment management strategies within hyper-personalized plans for financial independence by providing access to the ASG Managed Account MAPS to simplify and enhance 401(k) account balance management.

So, how does your current plan stack up? Use the 401(k) Benchmarking Tool to benchmark your plan against our ten-step process. Then, contact us today to see if your law firm matches our select firm profile and can benefit from the ASG Open(k) Plan Design.