ASG, TIFIN Launch AI Initiative for Law Firms
Advanced Strategies Group (ASG) and TIFIN @Work are partnering with institutions like Franklin Templeton, Equitable, and Charles Schwab to change how law firms approach benefits and retirement.
“Leading firms are leveraging @Work to differentiate their offering by focusing on the unique needs of specific industries—medical practices, hospital systems, and schools are examples,” said Marc McDonough, CEO of TIFIN @Work. “ASG is applying that same strategy to the legal profession, where attorneys demand solutions as sophisticated as their work.”
On the ASG side, the initiative is driven by Jeff Acheson, CEO of Advanced Strategies Group.
“Law firms face a unique challenge in balancing the demands of their work with the need to plan strategically for the future. By combining ASG’s deep expertise with TIFIN @Work’s technology, we’re delivering modern, integrated solutions that meet lawyers where they are,” said Acheson.
The platform introduces three features designed for law firms:
- The Open(k) Plan Design – A modern 401(k) combining lower costs, greater investment choice, personalized planning tools, and fiduciary oversight powered by Equitable’s retirement platform.
- The Attorney Life Income Plan – A nonqualified, “Rothesque” Cash Balance alternative that delivers tax-favored accumulation, creditor protection, contingency capital, and tax-free retirement cash flow.
- The Strategic Retention & Rewards Program – A flexible incentive model that allows firms to rethink compensation and retention in an increasingly competitive talent market.
All are delivered through The Attorney’s Edge, a virtual planning platform that pushes personalized tax, investment, and wealth strategies directly to attorneys. With ASG MAPS (Managed Account Portfolio Strategies), high-balance 401(k) participants get personalized investment strategies that match their complexity. TIFIN @Work’s configurable workflows enable advisors to tailor these experiences by firm size, practice focus, and partner track.
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