Our Solution

Every Plan Sponsor Deserves
Fiduciary Freedom™

Freedom Fiduciaries™ offers a comprehensive Bac(k) Office solution to financial advisors who are looking for a more efficient way of managing retirement plans for their clients. Our solution streamlines the day-to-day management of retirement plans, enabling our partners to save time while at the same time adding revenue from business relationships for their wealth management and ancillary focus. We are able to work with any advisor, regardless of your Broker Dealer or RIA affiliation. Our mission is to be a trusted partner for our advisors, and a one-stop-shop for all things retirement plans. With Freedom Fiduciaries™, our partners can focus on growing their business and providing 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.


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.

Discover the Benefits of Partnering with Freedom Fiduciaries™

We serve as a full service 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


We were founded with a vision to serve retirement plan sponsors and their participants, and built a specific model to do it, in partnership with other advisors. We are solely dedicated to this line of business, and our hyper focus allows us to provide value through our knowledge and experience. By entrusting us with your plan sponsors and the day-to-day operations of their plan, you can save valuable time and focus on what matters most to you. Our team was purposefully built for this, and our unwavering commitment to retirement plan consulting in combination with our partnership model is what sets us apart.

  • Fiduciary Freedom™ Service Model

  • Full Service ERISA 3(38) Fiduciary
  • Monthly Money-in-Motion Participant Reports
  • Flexible Split Revenue Model
  • Day-to-day Single Point of Contact
  • Manage Service Escalation / Resolution
  • FiduciaryIQ Committee Training Portal
  • Fiduciary Plan Vault
  • Annual Trustee Meeting / Minutes
  • Custom Plan Website
  • Participant Guidance (optional)
  • Participant Education Meetings (optional)
  • ParticipantIQ Engagement Engine
  • Manage Investment Policy Statement
  • Recordkeeper RFP Benchmarking
  • 401(k) Fiduciary Summit™ Invite / CE Credits


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

CEO and Chief Fiduciary


Shane Hanson is a distinguished financial professional with a wealth of experience spanning over 12 years in the financial services industry. As the CEO and Chief Fiduciary 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


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

Brooke Richards

Marketing and Participant Engagement

Kayla Hanson

Event Coordinator

We're Hiring - Join our Team

Relationship Manager

  • Manage day-to-day service
  • Coordinate education meetings
  • Work with partner advisors

Service Associate

  • Support relationship managers
  • Build plan reviews and education materials
  • Create money-in-motion reports

Implementation Manager

  • Onboard clients into our experience
  • Support clients during a plan conversion
  • Support the fund change process

Freedom Youth Foundation

Our 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

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

Freedom Fiduciaries™ Introduces Cristina Hansen as VP, Director of Client Service

Freedom Fiduciaries™, a leading provider of retirement plan consulting services, introduces Cristina Hansen as its VP, Director of Client Service.

Freedom Fiduciaries™ Introduces a Bac(k) Office Partnership Model

Today, Freedom Fiduciaries™ officially announced the creation of Bac(k) Office, a brand-new solution, where the firm partners with other financial advisors and broker-dealers to help enhance service for their plan…

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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 Drive, Ste 100
    Boise, Idaho 83706
    (208) 900-4331

    Our Office Address

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