ASG and TIFIN @Work Deliver Curated Retirement Solutions for Law Firms

New platform modernizes benefits and retirement solutions for legal professionals, with TIFIN @Work's agile, AI customization, along with an ecosystem including Franklin Templeton, Equitable, and Schwab

BOULDER, Colo., Oct. 1, 2025 /PRNewswire/ -- Advanced Strategies Group (ASG) and TIFIN @Work today announced a strategic partnership to challenge outdated retirement and benefit structures in the legal profession. Designed to help firms reimagine how they recruit, reward, and retain talent—while giving attorneys clearer pathways to plan for retirement—the new Law Firm Benefits and Planning Platform responds to a simple reality: most plans for attorneys are too generic, too inflexible, and too outdated for the sophistication of the industry they serve.

To bring this AI platform to market, ASG and TIFIN @Work are joining forces with leading institutions like Franklin Templeton, Equitable, and Charles Schwab to challenge convention and deliver measurable change in 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, a nationally recognized voice in retirement and benefits design. With more than four decades of experience advising firms and serving as past president of both the National Association of Plan Advisors (NAPA) and the American Retirement Association, Acheson has built a career around challenging conventional models and creating practitioner-led alternatives.

"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 core innovations 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-first planning platform that pushes personalized tax, investment, and wealth strategies directly to busy 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.

"Law firms face a dual challenge: retaining top talent while delivering the kind of financial outcomes professionals expect," added Yaqub Ahmed, Global Head of Workplace, Retirement and Wealth Innovation at Franklin Templeton. "Solutions that blend personalization, scale, and institutional strategies are no longer optional—they're essential. Partnering with ASG and TIFIN @Work brings that sophistication directly into the legal marketplace."

"Equitable has long been committed to advancing retirement readiness through flexible, modern plan structures," added Fred Makonnen, Head of Group Retirement Sales and Distribution at Equitable. "Working with ASG and TIFIN @Work allows us to bring the strength of our platform to an industry that demands both sophistication and personalization."

About ASG: Advanced Strategies Group is a trusted authority in financial and retirement planning, wealth management, and tax mitigation strategies for law firms, lawyers, lobbyists, and other select client profiles. For law firms, the team helps clients reimagine how their organization recruits, rewards, and retains top talent while enhancing their financial futures. For lawyers, ASG's primary focus is on protecting their income, assets, and financial independence from creditors, predators, professional pretenders, and confiscators with taxing authority, helping them answer a critical question:"What's Your Plan for Financial Independence?"℠

About TIFIN @Work:

TIFIN @Work  bridges the gap between workplace and wealth management, empowering employees to optimize their workplace benefits within the context of their financial goals. The AI-driven platform connects employees with actionable insights while enabling wealth enterprises to convert participants into long-term clients.

The TIFIN Group LLC (TIFIN) is a platform of products and companies that apply AI for financial services, with a focus on wealth management, asset management and insurance. TIFIN's companies include TIFIN Magnifi, TIFIN @Work, TIFIN Sage, TIFIN AG, TIFIN AMP, TIFIN Wealth, Helix, and Give. TIFIN is backed by leading investors including J.P. Morgan, Morningstar, Hamilton Lane, Franklin Templeton and SEI, among others.

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SOURCE The TIFIN Group