ABOUT US

We Believe Every Plan Sponsor Deserves To Experience Fiduciary Freedom®

At Freedom Fiduciaries, we are committed to delivering impactful retirement plan consulting services. Our primary objective is to consistently surpass our clients' expectations, ensuring an exceptional experience every day. We understand that navigating retirement plans can be intricate and time-consuming, which is why we are here to streamline the process and alleviate associated frustrations. Our team comprises highly skilled professionals from diverse backgrounds. Some members possess a deep level of experience in working with recordkeeping platforms, providing us with a profound understanding of the inner workings of retirement plans. Others bring extensive experience in consulting on retirement plans as fiduciaries, offering invaluable insights to our clients. With our team's collective knowledge, we are well-prepared to address a wide range of situations and adeptly manage any challenges that may arise.

A Fiduciary Guide

We simplify retirement plans to help you navigate complexity. Let us guide you.

Participant Guidance

We offer support to all participants, regardless of account balance.

Dedicated Customer Service

It is our #1 priority, and always will be because it cannot be commoditized.

Fiduciary Freedom Center®

Access all plan documents and investment reports in our fiduciary vault.

What makes us different

We were founded with a unique vision to serve retirement plan sponsors and their participants with exceptional service and fiduciary oversight, rarely seen in the marketplace. We are solely dedicated to this type of business, and our goal is to provide an unparalleled customer experience. By entrusting us with the day-to-day operations of your plan, you can save valuable time and focus on what matters most to you. Our team was purposefully built for this, and our commitment to retirement plan consulting allows us to best serve our clients.

  • Plan Sponsor Services

  • Full Service ERISA 3(38) Fiduciary
  • Dedicated Plan Consultant
  • FiduciaryIQ Committee Training Portal
  • Fiduciary Freedom® Center
  • Trustee Meeting and Minutes
  • Investment Policy Statement and Reporting
  • Recordkeeper RFI/RFP Benchmarking
  • And more!
  • Participant Services

  • Custom Participant Educational Portal
  • Participant Guidance
  • Participant Education Meetings
  • Participant Engagement Engine
  • One-on-One Participant Discussions
  • Investment Allocation Guidance
  • Educational Webinars
  • And more!

Tech Stack Overview

Freedom Fiduciaries® has made substantial investments in technology to improve the experience for our plan sponsors and their participants. We provide a range of proprietary technology specifically tailored for our services, empowering our clients to easily manage their retirement plans with confidence. This includes personalized and targeted communications for participants through our Participant (k)onnect engine, our Fiduciary Freedom® Center offering comprehensive insights into our clients' retirement plans, and more!

Participant (k)onnect

Participant (k)onnect is our exclusive, proprietary engine designed to deliver personalized communications to specific participants precisely when they need them. With Participant (k)onnect, we have the ability to tailor messages and information to individual participants, ensuring that they receive the right guidance at the right time.

Fiduciary Freedom® Center

The Fiduciary Freedom® Center is designed to help plan sponsors gain proficiency and confidence in managing retirement plans for their employees. This center serves as the central hub for all retirement plan needs, offering features such as a news center, secure plan document storage, meeting minutes, agreement, quarterly reports, plan highlights, fiduciary training, and more!

Kaleó

Kaleó is our proprietary bot that is focused exclusively on creating efficiencies behind the scenes so we can dedicate more time to supporting our partners and clients. Kaleó automates many of the traditional tasks like quarterly reporting, fund changes, client reminders, and more.

Are you a financial advisor looking for help managing your retirement plans?

Freedom Fiduciaries offers a comprehensive Bac(k) Office solution for financial advisors seeking to enhance their clients' retirement plan experience while minimizing their risk. Our unique partnership model streamlines the day-to-day management of retirement plans, allowing our partner advisors to save time and concentrate on their specialized priorities. Together, we can elevate the service standards for plan sponsors and participants.

We built a model to come alongside advisors
You Achieve Immediate Retirement Plan Scale
We will support your core business focus
We help minimize your risk exposure

FREEDOM FIDUCIARIES® TEAM

At Freedom Fiduciaries, our clients are our top priority. With this in mind, we have thoughtfully assembled a team of retirement plan specialists to offer you exceptional service. Our team is devoted to collaborating closely with you to gain a deep understanding of your unique needs and concerns, and to deliver customized solutions to address them. Leveraging our collective experience, we are firmly committed to providing the highest level of service and support to ensure the success of your retirement plan.

Shane Hanson

President and CEO

Biography

Shane Hanson is a distinguished financial professional with a wealth of experience spanning over 12 years in the financial services industry. As the President and CEO of Freedom Fiduciaries™, he leverages his vast knowledge and experience to guide clients towards making informed decisions.

Shane’s accomplishments in the industry prior to starting Freedom Fiduciaries™ are impressive, having successfully consulted more than 2,500 retirement plans in his career. He holds various sales records at multiple recordkeepers, most recently with Empower in 2022.  Most importantly, he is known for his commitment to plan sponsors, participants and his mastery of the retirement plan industry.

Shane’s unwavering dedication to his clients, community, and the financial services industry has earned him numerous accolades, including being named one of the “Top 100 Wingmen” by National Association of Plan Advisors. He is also a member of professional organizations such as Western Pension and Benefits and created the 401(k) Fiduciary Summit™.

Through his exceptional leadership, vision, and commitment to his clients, Shane has established himself as a respected and accomplished leader in the financial services industry.

Shane’s academic background is just as noteworthy as his professional achievements. He is an alumnus of Chaminade University of Honolulu, graduating magna cum laude with a bachelor’s degree in Communications. During his time at Chaminade, he was a team captain on the basketball team and received all-conference honors.

Beyond his professional life, Shane is passionate about giving back to the community. In 2011, he founded the Freedom Youth Foundation, a non-profit organization that provides sports and financial literacy programs to foster youth.

Shane is also a devoted husband and father to four children, who are the pride of his life. In his free time, Shane loves playing pickleball, basketball, and getting outdoors. He believes family comes first and is committed to maintaining a balanced lifestyle.

Cristina Hansen, CPFA®

VP, Director of Client Service

Biography

Cristina Hansen is the VP, Director of Client Service, and leads the retirement plan service team, providing guidance and support to ensure the team achieves its objectives. She also identifies new business opportunities, develops proposals, and expands the retirement plan advisory practice.

Cristina graduated from Boise State University with a Bachelor’s in Business Administration, specializing in International Business and Finance. During her time at BSU, she gained valuable experience as a Sales and Marketing Intern for State Farm Insurance and as an Energy Efficient Promoter/Intern for Idaho Small Business Development Center (ISBDC) in the Energy Efficiency Program. After graduation, she worked for Baxter BioScience as a Human Resource Intern in Singapore.

Over the past decade, Mrs. Hansen has specialized in managing retirement plans and providing individual attention to each client’s unique needs and objectives. She understands the complexity of providing a company retirement plan and works to ease the process for both plan sponsors and participants, by providing fiduciary support with plan administration, compliance, and investments. Cristina holds the Certified Plan Fiduciary Advisor (CPFA) designation, Series 65 registration, and Life Insurance License.

Outside of work, Cristina enjoys spending time with her husband and two young children, baking, trying out different foods, and staying active by enjoying the outdoors.

Khristina Conley

Service Associate

Sierra Shindler

New Business Analyst

Natalie Overton

Client Experience Specialist

Kaleó

Administrative Bot

Zach Albrecht

Software Engineer

Brooke Richards

Marketing and Participant Engagement

Freedom Youth Foundation

Our President and CEO, Shane Hanson, established the Freedom Youth Foundation (FYF), a 501(c)(3) non-profit, in November of 2011. The organization has a singular mission: to make a positive impact on the foster youth population in the United States and beyond. Since its inception, FYF has worked with over 25,000 foster youth and has expanded its programs to include sports clinics, financial literacy training, youth mentorship, and the establishment of a scholarship fund. Freedom Fiduciaries dedicates a portion of our annual profits to support the Freedom Youth Foundation.

Latest Freedom Fiduciaries® News

Bridging the Gap: The Convergence of Wealth Management Advisors and Retirement Plan Opportunities

The landscape of financial services is rapidly evolving, especially in the realm of wealth management and retirement plans. A key driver of this evolution is the Secure 2.0 Act, which…

Year-End Summary 2023: Freedom Fiduciaries®

Freedom Fiduciaries® Year-End Recap! As we bid farewell to 2023, I'm filled with immense gratitude for what our incredible team at Freedom Fiduciaries® has achieved. It's been a year of…

Freedom Fiduciaries® Launches Innovative Pooled Employer Plan “Fiduciary Freedom®” – Simplifying Retirement Plan Administration for Businesses

Freedom Fiduciaries® Launches Innovative Pooled Employer Plan "Fiduciary Freedom®" - Simplifying Retirement Plan Administration for Businesses

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    Contact Us

    We would welcome the opportunity to connect with you and review your retirement plan needs. Please feel free to message us, email us or call us! Talk soon.

    Our Office Address

    300 E. Mallard Dr. Suite 100
    Boise, ID 83702
    (208) 900-4331
    info@freedomfiduciaries.com

    Our Office Address

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