Our Solution

We Believe Every Plan Sponsor Deserves To Experience Fiduciary Freedom®

Freedom Fiduciaries® offers a comprehensive Bac(k) Office solution for financial advisors who are seeking a more efficient way to manage retirement plans for their clients. Our solution streamlines the day-to-day management of retirement plans, enabling our partners to save time while also increasing revenue through business relationships within their wealth management and ancillary focus areas. We can collaborate with any advisor, regardless of their Broker Dealer or RIA affiliation. Our mission is to become a trusted partner for our advisors and serve as a one-stop-shop for all aspects of retirement plans. With Freedom Fiduciaries, our partners can concentrate on growing their business and delivering exceptional service to their clients.

Increase Revenue

We generate referrals and give you time to focus on priorities.

Share the load

Let us bring value and make an impact in our area of expertise.

Always in the loop

We can include you on emails, meetings and reviews if desired.

Non-compete

We are here to partner and support your business model.

Fiduciary Freedom®

Our comprehensive Bac(k) Office solution includes Freedom Fiduciaries acting as the plan's 3(38) fiduciary, and a range of tailored services to meet the needs of your plan sponsors. As an ERISA 3(38) fiduciary, we manage and monitor your plan sponsor's investments in compliance with the investment policy statement. We provide quarterly reports that cover plan health metrics, market updates, regulatory changes, and other relevant information. Our team benchmarks plan fees according to Department of Labor recommendations to ensure competitive pricing for our clients. We also offer fiduciary training to enable sponsors to understand their roles and responsibilities. Trust us to manage your clients' plans with care and precision.

  • Plan Sponsor Services

  • Full Service ERISA 3(38) Fiduciary
  • Day-to-Day Single Point of Contact
  • Manage Service Escalation / Resolution
  • Fiduciary Freedom® Center
  • Annual Trustee Meeting and Minutes
  • Manage Investment Policy Statement
  • Recordkeeper RFI/RFP Benchmarking
  • Participant Education Meetings (optional)
  • And More!
  • Bac(k) Office Benefits

  • Participant (k)onnect Engagement Engine
  • Bac(k) Office Dashboard and CRM
  • Terminated Participant Engagement
  • Advisor Branded Participant Portal
  • Participant Guidance (optional)
  • Participant Education Meeting Support (optional)
  • No Staff To Manage
  • No Technology Costs
  • And More!

Bac(k) Office Technology

Freedom Fiduciaries® has made significant investments in technology to enhance the experience for our Bac(k) Office partners, as well as their plan sponsors and participants. We offer a range of proprietary technology specifically designed for our services, enabling our partners to take a prominent role with their clients. This includes personalized and targeted communications for participants through our Participant (k)onnect engine, our Bac(k) Office Dashboard providing extensive insights into the book of business and specific plan details, 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.

Bac(k) Office Dashboard

Our proprietary Bac(k) Office dashboard is designed to streamline plan management while providing our partners with insights into activities with shared plan sponsors. The dashboard includes plan insights, plan documents, reports, case management, and terminated participant reports for the entire book of business.

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.

THE CLIENT EXPERIENCE

We were founded with a vision to cater to retirement plan sponsors and their participants, and we constructed a specialized model for this purpose in collaboration with other advisors. Our focus on retirement plans enables us to offer value through our extensive knowledge and experience. When you place your trust in us to manage your plan sponsors and the day-to-day operations of their plans, you can save valuable time and concentrate on your top priorities. Our team was intentionally assembled for this specific mission, and it is our commitment to retirement plan consulting, coupled with our partnership model, that distinguishes us from the rest.

Discover the Benefits of Partnering with Freedom Fiduciaries®

We serve as a full service 3(38) Bac(k) Office fiduciary
Outsource Low-Margin Business and Minimize Risk
We were built to serve retirement plans
We will generate leads for your core business
Achieve immediate retirement plan scale
Avoid the problems and liability that plans can bring

We solve the challenges you face without scale servicing retirement plans

risk a specialist comes in, jeopardizing your relationships
Not enough revenue to hire staff to service plans
Staff turnover and training for your low margin business
time with plan sponsors on design, 5500, audit, etc.
Fielding participant questions on logins, distributions, etc.
Regulatory changes that are hard to navigate

FREEDOM FIDUCIARIES® TEAM

At Freedom Fiduciaries, our clients and partners are at the forefront of everything we do. With this in mind, we have carefully handpicked a team of retirement plan specialists to provide you with exceptional service. Our team is dedicated to working closely with you as a partner to fully understand your unique needs and concerns and provide tailored solutions to meet them. With our combined experience, we are committed to delivering the highest level of service and support, to ensure your clients' retirement plan success.

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, created Freedom Youth Foundation (FYF), a 501(c)(3) non-profit in November of 2011. The organization has a singular mission to positively impact the foster youth population in the United States and beyond. Since its inception, they have worked with over 25,000 foster youth and expanded their programs to include sports clinics, financial literacy trainings, youth mentorship and have started a scholarship fund. Freedom Fiduciaries® commits a portion of our annual profits to 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 see how we can best support you and your clients. Please feel free to message us, email us, or call us. Talk soon.

    Our Office Address

    300 E Mallard Dr., Suite 100
    Boise, Idaho 83706
    (208) 900-4331
    info@freedomfiduciaries.com

    Our Office Address

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