Elevating Service Standards for Underserved Plan Sponsors and Participants
Boise, Idaho – April 13, 2023 – Today, Freedom Fiduciaries™ officially announced their formation as an Investment Advisor, with a focus on retirement plan consulting.
Freedom Fiduciaries™ was founded by industry veteran Shane Hanson, and launched with the goal of transforming the retirement plan industry by providing exceptional service to plan sponsors and participants alike.
The firm, which is based in Boise, Idaho, will offer full-service ERISA 3(38) fiduciary services and provide personalized guidance to participants through technology and personal connections. The company’s team of professionals has years of experience in the retirement plan industry and are dedicated to helping clients navigate the complex landscape of ERISA.
“We are committed to providing exceptional customer service and delivering an unparalleled experience for our clients,” stated Hanson. With extensive experience in both advisory and recordkeeping roles within the industry, Hanson has a proven track record of successfully consulting, modernizing, and improving over 2,500 plans throughout his career.
Freedom Fiduciaries™ has also developed proprietary technologies to better serve its clients. The ParticipantIQ engagement engine allows the firm to communicate with participants effectively, and personally. The FiduciaryIQ portal within the Plan Vault provides fiduciary training to plan sponsors, including videos, an e-learning course, checklists, and more. Additional technology has been created to streamline the administration and investment reporting behind the scenes, so the service team can focus their time on their clients.
“Freedom Fiduciaries understands that having access to tools alone is not enough. To truly succeed in the industry, plan sponsors need specialists who not only understand the tools, but also have in-depth knowledge of the business. That’s why we offer a unique combination of tool mastery and industry proficiency to help our clients achieve their goals.”
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