Freedom One Solutions: Comprehensive Retirement Plan Services
Managing your company’s 401(k) plan is a huge responsibility. After all, your employees’ financial futures are on the line. Therefore, it’s important to work with a retirement plan partner who has the same goal as yours: to prepare your employees for a successful retirement.
For more than 20 years, Freedom One Financial Group has been a trusted retirement plan partner to companies that value independent advice, proven market expertise and a demonstrated commitment to customer service. Our approach is different, and our high level of client satisfaction proves that it’s effective. Freedom One provides our clients with a number of benefits, including:
- Prudent investment and active management of your employees’ retirement funds.
- Best-in-class Managed Account Portfolios.
- Participant education that goes well beyond industry standards.
- The peace of mind of knowing that your plan complies with all regulations.
- Reduced administrative burden and liability.
Participant Education & Advice
The best-designed 401(k) plan isn’t effective if your employees don’t participate. That’s why Freedom One Retirement Service’s Retirement Consultants meet with your employees to ensure they understand the value of participation. Going well beyond industry standards, we also offer to regularly meet one-on-one with each of your employees to make sure they have a retirement strategy and stay on track toward meeting their goals.
Managed Account Portfolios
Freedom One Investment Advisors offers five diversified Managed Account Portfolios (MAPs), each tailored to a specific investment strategy. Unlike the funds offered by many other retirement plan partners, Freedom One’s MAPs are actively managed, meaning that our investment experts monitor the market and adjust the funds as necessary. So, your employees don’t need to be financially savvy; they can rely on our investment knowledge.
Investment Advisory Services
As a completely independent organization, Freedom One Investment Advisors has the freedom to choose best-in-class funds in each asset class and category from the entire universe of mutual funds. Our team of investment professionals utilizes a comprehensive and unbiased approach to evaluate funds for inclusion in our MAPs. Ongoing, we monitor the funds to ensure they continue to meet our standards.
Freedom One Investment Advisors can reduce your personal and corporate liability by taking on your plan’s fiduciary responsibilities. Depending on your needs, we can either act as your Investment Advisor [defined by ERISA section 3(21)(A)] or your Investment Manager [defined by ERISA section 3(38)]. Either way, you can be assured that we’re working in your best interests – and the best interests of your employees.
Recordkeeping & Administration
Freedom One Retirement Services can reduce your administrative burden and ensure that your plan is compliant with Employee Retirement Income Security Act (ERISA). We offer comprehensive recordkeeping and administrative services so you can focus on running your business, not your retirement plan.
Satisfied Clients, Proven Results
For more than 20 years, Freedom One Financial Group has been one of the most trusted and respected retirement plan providers in the industry. Our nearly 99% retention rate speaks to the importance of Freedom One’s prudent approach to investments, commitment to employee education and advice to both plan sponsors and participants. Let Freedom One help your company provide a strong financial future for your employees.
Freedom One: Your Complete Retirement Plan Provider
Freedom One Financial Group offers a comprehensive suite of solutions. Investment Advisory Services, Managed Account Portfolios and Fiduciary Oversight are provided by Freedom One Investment Advisors, a registered investment advisor. Participant Education and Recordkeeping & Administration are provided by Freedom One Retirement Services.
To request more information on Freedom One’s 401(k) plans exclusive to MMA members, contact Errol Hau at 248-620-8046.