<p><em>新平台为法律专业人士现代化福利和退休解决方案，结合了 TIFIN @Work 的灵活 AI 定制，以及包括富兰克林邓普顿、安盛公平和施瓦布在内的生态系统</em></p>
<p>, /PRNewswire/ -- 高级策略集团 (ASG) 和 TIFIN @Work 今天宣布建立战略合作伙伴关系，以挑战法律行业过时的退休和福利结构。该平台旨在帮助公司重新构想如何招聘、奖励和留住人才，同时为律师提供更清晰的退休规划路径——新的法律事务所福利和规划平台响应了一个简单的现实：大多数律师的计划过于通用、缺乏灵活性，并且过时，无法满足他们所服务行业的复杂性。</p>
<p>继续阅读</p>
<p>为了将这个 AI 平台推向市场，ASG 和 TIFIN @Work 正与富兰克林邓普顿、安盛公平和查尔斯·施瓦布等领先机构联手，挑战传统，带来可衡量的变化，改变法律事务所对福利和退休的看法。</p>
<p>&#34;领先的公司正在利用 @Work 通过关注特定行业的独特需求来区分他们的产品——医疗实践、医院系统和学校就是例子，&#34; TIFIN @Work 首席执行官 Marc McDonough 说。&#34;ASG 正在将这一策略应用于法律行业，律师们要求的解决方案与他们的工作同样复杂。&#34;</p>
<p>在 ASG 方面，该倡议由高级策略集团首席执行官 Jeff Acheson 推动，他是退休和福利设计领域的全国知名声音。Acheson 拥有超过四十年的经验，曾担任全国计划顾问协会 (NAPA) 和美国退休协会的前任会长，他的职业生涯围绕挑战传统模型和创建以从业者为主导的替代方案而构建。</p>
<p>&#34;法律事务所面临着平衡工作需求与战略规划未来需求的独特挑战。通过将 ASG 的深厚专业知识与 TIFIN @Work 的技术相结合，我们提供现代化、综合的解决方案，满足律师的需求，&#34; Acheson 说。</p>
<p>该平台推出了三项核心创新，专为法律事务所设计：</p>
<ul>
<li>开放式 401(k) 计划设计 – 一种现代化的 401(k)，结合了更低的成本、更大的投资选择、个性化的规划工具，以及由安盛公平的退休平台提供的受托人监督。</li>
<li>律师生活收入计划 – 一种非合格的 &#34;Rothesque&#34; 现金余额替代方案，提供税收优惠的积累、债权人保护、应急资本和免税的退休现金流。</li>
<li>战略留任与奖励计划 – 一种灵活的激励模型，使公司能够在日益竞争的人才市场中重新思考薪酬和留任。</li>
</ul>
<p>所有这些都通过律师的优势（The Attorney's Edge）这一虚拟优先规划平台提供，直接向繁忙的律师推送个性化的税务、投资和财富策略。通过 ASG MAPS（管理账户投资组合策略），高余额的 401(k) 参与者获得与其复杂性相匹配的个性化投资策略。TIFIN @Work 的可配置工作流程使顾问能够根据公司规模、业务重点和合伙人轨道定制这些体验。</p>
<p>&#34;法律事务所面临双重挑战：留住顶尖人才，同时提供专业人士所期望的财务结果，&#34; 富兰克林邓普顿全球工作场所、退休和财富创新负责人 Yaqub Ahmed 补充道。&#34;结合个性化、规模和机构策略的解决方案不再是可选的——它们是必需的。与 ASG 和 TIFIN @Work 的合作将这种复杂性直接带入法律市场。&#34;</p>
<p>&#34;安盛公平长期以来致力于通过灵活、现代的计划结构推动退休准备，&#34; 安盛公平集团退休销售和分销负责人 Fred Makonnen 补充道。&#34;与 ASG 和 TIFIN @Work 的合作使我们能够将我们平台的优势带入一个既要求复杂性又要求个性化的行业。&#34;</p>
<p>关于 ASG：高级策略集团是法律事务所、律师、游说者和其他特定客户群体在财务和退休规划、财富管理和税收减免策略方面的可信权威。对于法律事务所，该团队帮助客户重新构想其组织如何招聘、奖励和留住顶尖人才，同时提升其财务未来。对于律师，ASG 的主要关注点是保护他们的收入、资产和财务独立性，免受债权人、掠夺者、职业冒名顶替者和拥有征税权的没收者的影响，帮助他们回答一个关键问题：&#34;你的财务独立计划是什么？&#34;℠</p>
<p>关于 TIFIN @Work：</p>
<p>TIFIN @Work 在工作场所和财富管理之间架起桥梁，使员工能够在其财务目标的背景下优化工作场所福利。该 AI 驱动的平台为员工提供可操作的见解，同时使财富企业能够将参与者转化为长期客户。</p>
<p>TIFIN Group LLC (TIFIN) 是一个应用 AI 于金融服务的产品和公司平台，专注于财富管理、资产管理和保险。TIFIN 的公司包括 TIFIN Magnifi、TIFIN @Work、TIFIN Sage、TIFIN AG、TIFIN AMP、TIFIN Wealth、Helix 和 Give。TIFIN 得到了包括摩根大通、晨星、汉密尔顿·莱恩、富兰克林邓普顿和 SEI 等领先投资者的支持。</p>
<p>媒体咨询，请联系：</p>
<p>Tanya Bhasin</p>
<p>[email protected]</p>
<p>Sarah Perlman</p>
<p>[email protected]</p>
<p>来源 TIFIN Group</p>
<p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUxMDAxJk5ld3NJdGVtSWQ9TEE4ODA4NiZUcmFuc21pc3Npb25fSWQ9MjAyNTEwMDEwODI5UFJfTkVXU19VU1BSX19fX19MQTg4MDg2?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUxMDAxJk5ld3NJdGVtSWQ9TEE4ODA4NiZUcmFuc21pc3Npb25fSWQ9MjAyNTEwMDEwODI5UFJfTkVXU19VU1BSX19fX19MQTg4MDg2"/></p>

安盛公平

<p>高级策略集团（ASG）与 TIFIN @Work 宣布建立战略合作伙伴关系，以现代化法律事务所的退休解决方案。他们的新平台旨在解决过时的福利结构，为法律专业人士提供量身定制的解决方案。主要创新包括现代化的 401(k) 计划、一种非合格现金余额替代方案，以及灵活的留任计划。该项目与富兰克林邓普顿和安盛公平等机构合作，重点提升法律行业的招聘和留任策略，利用人工智能技术进行个性化财务规划</p>

<p><em>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</em></p>
<div class="lb-trans"><p><em>新平台为法律专业人士现代化福利和退休解决方案，结合了 TIFIN @Work 的灵活 AI 定制，以及包括富兰克林邓普顿、安盛公平和施瓦布在内的生态系统</em></p>
</div><p>, /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.</p>
<div class="lb-trans"><p>, /PRNewswire/ -- 高级策略集团 (ASG) 和 TIFIN @Work 今天宣布建立战略合作伙伴关系，以挑战法律行业过时的退休和福利结构。该平台旨在帮助公司重新构想如何招聘、奖励和留住人才，同时为律师提供更清晰的退休规划路径——新的法律事务所福利和规划平台响应了一个简单的现实：大多数律师的计划过于通用、缺乏灵活性，并且过时，无法满足他们所服务行业的复杂性。</p>
</div><p>Continue Reading</p>
<div class="lb-trans"><p>继续阅读</p>
</div><p>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.</p>
<div class="lb-trans"><p>为了将这个 AI 平台推向市场，ASG 和 TIFIN @Work 正与富兰克林邓普顿、安盛公平和查尔斯·施瓦布等领先机构联手，挑战传统，带来可衡量的变化，改变法律事务所对福利和退休的看法。</p>
</div><p>&#34;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,&#34; said Marc McDonough, CEO of TIFIN @Work. &#34;ASG is applying that same strategy to the legal profession, where attorneys demand solutions as sophisticated as their work.&#34;</p>
<div class="lb-trans"><p>&#34;领先的公司正在利用 @Work 通过关注特定行业的独特需求来区分他们的产品——医疗实践、医院系统和学校就是例子，&#34; TIFIN @Work 首席执行官 Marc McDonough 说。&#34;ASG 正在将这一策略应用于法律行业，律师们要求的解决方案与他们的工作同样复杂。&#34;</p>
</div><p>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.</p>
<div class="lb-trans"><p>在 ASG 方面，该倡议由高级策略集团首席执行官 Jeff Acheson 推动，他是退休和福利设计领域的全国知名声音。Acheson 拥有超过四十年的经验，曾担任全国计划顾问协会 (NAPA) 和美国退休协会的前任会长，他的职业生涯围绕挑战传统模型和创建以从业者为主导的替代方案而构建。</p>
</div><p>&#34;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,&#34; said Acheson.</p>
<div class="lb-trans"><p>&#34;法律事务所面临着平衡工作需求与战略规划未来需求的独特挑战。通过将 ASG 的深厚专业知识与 TIFIN @Work 的技术相结合，我们提供现代化、综合的解决方案，满足律师的需求，&#34; Acheson 说。</p>
</div><p>The platform introduces three core innovations designed for law firms:</p>
<div class="lb-trans"><p>该平台推出了三项核心创新，专为法律事务所设计：</p>
</div><ul>
<li>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.</li>
<li>The Attorney Life Income Plan – A nonqualified, &#34;Rothesque&#34; Cash Balance alternative that delivers tax-favored accumulation, creditor protection, contingency capital, and tax-free retirement cash flow.</li>
<li>The Strategic Retention &amp; Rewards Program – A flexible incentive model that allows firms to rethink compensation and retention in an increasingly competitive talent market.</li>
</ul>
<div class="lb-trans"><ul>
<li>开放式 401(k) 计划设计 – 一种现代化的 401(k)，结合了更低的成本、更大的投资选择、个性化的规划工具，以及由安盛公平的退休平台提供的受托人监督。</li>
<li>律师生活收入计划 – 一种非合格的 &#34;Rothesque&#34; 现金余额替代方案，提供税收优惠的积累、债权人保护、应急资本和免税的退休现金流。</li>
<li>战略留任与奖励计划 – 一种灵活的激励模型，使公司能够在日益竞争的人才市场中重新思考薪酬和留任。</li>
</ul>
</div><p>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.</p>
<div class="lb-trans"><p>所有这些都通过律师的优势（The Attorney's Edge）这一虚拟优先规划平台提供，直接向繁忙的律师推送个性化的税务、投资和财富策略。通过 ASG MAPS（管理账户投资组合策略），高余额的 401(k) 参与者获得与其复杂性相匹配的个性化投资策略。TIFIN @Work 的可配置工作流程使顾问能够根据公司规模、业务重点和合伙人轨道定制这些体验。</p>
</div><p>&#34;Law firms face a dual challenge: retaining top talent while delivering the kind of financial outcomes professionals expect,&#34; added Yaqub Ahmed, Global Head of Workplace, Retirement and Wealth Innovation at Franklin Templeton. &#34;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.&#34;</p>
<div class="lb-trans"><p>&#34;法律事务所面临双重挑战：留住顶尖人才，同时提供专业人士所期望的财务结果，&#34; 富兰克林邓普顿全球工作场所、退休和财富创新负责人 Yaqub Ahmed 补充道。&#34;结合个性化、规模和机构策略的解决方案不再是可选的——它们是必需的。与 ASG 和 TIFIN @Work 的合作将这种复杂性直接带入法律市场。&#34;</p>
</div><p>&#34;Equitable has long been committed to advancing retirement readiness through flexible, modern plan structures,&#34; added Fred Makonnen, Head of Group Retirement Sales and Distribution at Equitable. &#34;Working with ASG and TIFIN @Work allows us to bring the strength of our platform to an industry that demands both sophistication and personalization.&#34;</p>
<div class="lb-trans"><p>&#34;安盛公平长期以来致力于通过灵活、现代的计划结构推动退休准备，&#34; 安盛公平集团退休销售和分销负责人 Fred Makonnen 补充道。&#34;与 ASG 和 TIFIN @Work 的合作使我们能够将我们平台的优势带入一个既要求复杂性又要求个性化的行业。&#34;</p>
</div><p>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:&#34;What's Your Plan for Financial Independence?&#34;℠</p>
<div class="lb-trans"><p>关于 ASG：高级策略集团是法律事务所、律师、游说者和其他特定客户群体在财务和退休规划、财富管理和税收减免策略方面的可信权威。对于法律事务所，该团队帮助客户重新构想其组织如何招聘、奖励和留住顶尖人才，同时提升其财务未来。对于律师，ASG 的主要关注点是保护他们的收入、资产和财务独立性，免受债权人、掠夺者、职业冒名顶替者和拥有征税权的没收者的影响，帮助他们回答一个关键问题：&#34;你的财务独立计划是什么？&#34;℠</p>
</div><p>About TIFIN @Work:</p>
<div class="lb-trans"><p>关于 TIFIN @Work：</p>
</div><p>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.</p>
<div class="lb-trans"><p>TIFIN @Work 在工作场所和财富管理之间架起桥梁，使员工能够在其财务目标的背景下优化工作场所福利。该 AI 驱动的平台为员工提供可操作的见解，同时使财富企业能够将参与者转化为长期客户。</p>
</div><p>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.</p>
<div class="lb-trans"><p>TIFIN Group LLC (TIFIN) 是一个应用 AI 于金融服务的产品和公司平台，专注于财富管理、资产管理和保险。TIFIN 的公司包括 TIFIN Magnifi、TIFIN @Work、TIFIN Sage、TIFIN AG、TIFIN AMP、TIFIN Wealth、Helix 和 Give。TIFIN 得到了包括摩根大通、晨星、汉密尔顿·莱恩、富兰克林邓普顿和 SEI 等领先投资者的支持。</p>
</div><p>For media inquiries, please contact:</p>
<div class="lb-trans"><p>媒体咨询，请联系：</p>
</div><p>Tanya Bhasin</p>
<div class="lb-trans"><p>Tanya Bhasin</p>
</div><p>[email protected]</p>
<div class="lb-trans"><p>[email protected]</p>
</div><p>Sarah Perlman</p>
<div class="lb-trans"><p>Sarah Perlman</p>
</div><p>[email protected]</p>
<div class="lb-trans"><p>[email protected]</p>
</div><p>SOURCE The TIFIN Group</p>
<div class="lb-trans"><p>来源 TIFIN Group</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://rt.prnewswire.com/rt.gif/query-RGF0ZUlkPTIwMjUxMDAxJk5ld3NJdGVtSWQ9TEE4ODA4NiZUcmFuc21pc3Npb25fSWQ9MjAyNTEwMDEwODI5UFJfTkVXU19VU1BSX19fX19MQTg4MDg2" alt="" original-src="https://rt.prnewswire.com/rt.gif?NewsItemId=LA88086&amp;Transmission_Id=202510010829PR_NEWS_USPR_____LA88086&amp;DateId=20251001"/></p>

ASG 和 TIFIN @Work 为律师事务所提供定制的退休解决方案