THE FREEDOM 401(k) DIFFERENCE

In today’s complex and highly regulated retirement benefits environment, it’s more important than ever for employers to hire a consultant with knowledge, experience and technical expertise.  Our client base consists of more than 1,000 plans representing over $2.2 billion in retirement plan assets and ranging in size from 100 employees to over thousands.  Freedom One has served companies across multiple industries including automotive, manufacturing, legal, medical, and more.

Freedom One's comprehensive qualified plan services range from design and implementation to administration and year-end compliance.
 

Plan Sponsor Fiduciary Responsibilities Employers delegate all investment related fiduciary responsibilities and the resulting liability to Freedom One Investment Advisors as a Discretionary Registered Investment Adviser.
Investment Advisory Services High quality, low-cost investment options are carefully selected from over 20,000 available funds.  Our open architecture platform allows us to be unbiased when choosing money managers.
Managed Account Portfolios (MAPs) Asset allocation is the most important element of investing over time and makes up over 90% of an investor’s return.  This proprietary process allows your employees, both sophisticated and unsophisticated investors, to appropriately diversify their portfolios and minimize the risk of sizeable losses from market volatility.
Record Keeping and Administration Reduce the burden on payroll and human resource staff regarding 401(k) plan matters to, on average, fewer than 30 minutes per month rather than hours or days.  We deliver service excellence, which ensures we consistently meet our commitments.
Plan Design, Compliance, and Conversion Services Each plan implementation begins with a complete review of the existing plan documents.  The entire conversion process is managed by a specially trained team to ensure that the process is completely turn key for the plan sponsor.
Employee Education and Communication Twice a year for the life of the plan we visit each site to conduct group and individual meetings with newly eligible and others who wish to re-visit with a consultant.  Results: employees are better prepared for retirement; highly compensated employees are able to maximize their contributions.
Revenue Neutral Fee Structure All fees are fully disclosed on a monthly basis for all services provided.  There are no front or back-end loads, transaction fees, or hidden charges.