ABA Retirement Funds Program Available to Members
Tuesday, September 18, 2018
Discover the membership advantage
The ABA Retirement Funds Program is available to you as a member benefit.
The ABA Retirement Funds Program (“the Program”) was created as an American Bar Association member benefit in 1963. The size and strength of the Program’s membership means you have access to a comprehensive and affordable retirement plan no matter the size of your firm.
DISCOVER WHAT YOUR MEMBER BENEFIT CAN BRING TO YOUR FIRM:
- No out-of-pocket expenses to your firm or participating employees1
- Appointed professional fiduciary services to minimize your risk
- Broad range of investment options to suit the needs of virtually every type of investor
- Brokerage service through TD Ameritrade2
- Tailored plan design to maximize benefits to partners and tenured staff
- Personalized, professional and objective third-party investment advice provided by Voya Retirement Advisors, LLC3
The Program has earned preferred vendor status with 42 state bar and legal associations. These relationships are not paid endorsements. They are partnerships intended to bring this important benefit to their members.
When it comes to retirement plans, we understand the legal community and can help you build a plan that meets your specific needs. Please don’t hesitate to call us for a free consultation.
Regional Vice President, Sales
ABA Retirement Funds Program
30 Braintree Hill Office Park
Braintree, MA 02184
Registered Representative of Voya Financial Partners, LLC (member SIPC)
A Different Kind of Retirement Plan
ABA Retirement Funds Program•Building On 50 Years• 1963-2013
1 All ABA Retirement Fund Program fees are allocated to each investment option (excluding brokerage accounts) and are reflected in each Fund’s expense ratio. These fees are the only costs charged to participants (or employers) for participating in the Program. There are no additional costs to the employer or out-of-pocket expenses for participants. Clients may incur additional expenses through the use of outside service providers, such as a TPA or CPA, to support their plan design or responsibilities as a plan sponsor. Participants may incur costs by opting for certain advisory services or by utilizing the self-directed brokerage account option.
2 Brokerage services provided by TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
3 Advisory Services provided by Voya Retirement Advisors, LLC (VRA). For more information, please read the Voya Retirement Advisors Disclosure Statement, Advisory Services Agreement and your plan’s Fact Sheet. These documents may be viewed online by accessing the advisory services link(s) through the Program’s website at www.abaretirement.com after you log in to your account. You may also request these from a VRA Investment Advisor Representative by calling the Program’s Customer Service Center at 800.348.2272. Financial Engines Advisors, LLC acts as a sub-advisor for Voya Retirement Advisors, LLC. Financial Engines Advisors LLC (FEA) is a federally registered investment advisor and wholly owned subsidiary of Financial Engines, Inc. Neither VRA nor FEA provides tax or legal advice. If you need tax advice, consult your accountant or if you need legal advice consult your lawyer. Neither Voya Retirement Advisors nor Financial Engines Advisors can guarantee results and past performance is no guarantee of future results. Financial Engines® is a registered trademark of Financial Engines, Inc. All other marks are the exclusive property of their respective owners.
The ABA Retirement Funds Program has been providing affordable retirement plans to the legal community for more than 50 years. It is organized as an Illinois not-for-profit corporation by the American Bar Association and is dedicated to providing retirement services exclusively to the legal community. It currently services nearly 3,900 law firm retirement plans and has over $5.5 billion in assets (12/31/2016).
Please read the Annual Disclosure Document (April 2017), as supplemented (July 2017), carefully before investing. This Disclosure Document contains important information about the Program and investment options. For email inquiries, contact us at: firstname.lastname@example.org.
Registered representative of and securities offered through Voya Financial Partners, LLC (member SIPC).
Voya Financial Partners and Voya Retirement Advisors, LCC, are members of the Voya family of companies (“Voya”). Voya, the ABA Retirement Funds, Mercer Trust Company and TD Ameritrade are separate, unaffiliated entities and are not responsible for one another’s products and services.