FOR IMMEDIATE RELEASE
Boise, Idaho – August 3, 2023 – Freedom Fiduciaries®, a leading provider of retirement plan consulting, proudly announces the launch of its cutting-edge Pooled Employer Plan (PEP) called “Fiduciary Freedom®.” This offering is specially designed to address the daily administrative challenges faced by plan sponsors, as well as the increasing fiduciary liability they encounter. It allows them to focus on their core business initiatives while entrusting the day-to-day administration of their retirement plan to fiduciary specialists.
Freedom Fiduciaries® aims to redefine the retirement plan landscape by providing clients with a comprehensive solution that eliminates operational friction and enhances the overall experience of managing retirement benefits. The Fiduciary Freedom® PEP brings together a team of dedicated professionals, enabling plan sponsors to delegate critical oversight responsibilities to qualified professionals who specialize in their respective fields.
Shane Hanson, speaking about the importance of the Fiduciary Freedom® PEP, stated, “Now more than ever, plan sponsors are seeking committed partners who can bring innovative solutions to solve real-life problems in the retirement plan domain. Our PEP is designed to alleviate the burden of day-to-day plan administration and mitigate the escalating fiduciary risk that plan sponsors encounter, enabling our clients to concentrate on their business growth and success. We firmly believe that every plan sponsor deserves Fiduciary Freedom®.”
Cristina Hansen, VP, Director of Client Service at Freedom Fiduciaries®, emphasized the significance of this solution for clients, stating, ” Having worked with clients every day in this space for the past thirteen years, I have witnessed how retirement plans often fall on their priority list, despite carrying significant liability. Our clients have repeatedly expressed the need for simplified solutions, and the Fiduciary Freedom® PEP is our answer to their demands.”
The Fiduciary Freedom® PEP brings together key industry players to deliver a seamless and reliable experience. The collaborative parties include:
1. Finway Group – Pooled Plan Provider (PPP), TPA and 3(16) Administrator
2. Empower – Recordkeeper
3. Freedom Fiduciaries – 3(38) Investment Manager
By partnering with industry-leading entities, Freedom Fiduciaries® ensures that the Fiduciary Freedom® PEP is backed by unmatched expertise and a commitment to exceptional service.
With the launch of PEP, Freedom Fiduciaries® takes a major stride towards transforming the retirement plan landscape and revolutionizing the way businesses manage their retirement benefits. The innovative PEP offers a unique opportunity for plan sponsors to streamline their retirement plan operations, safeguard against potential liabilities, and provide employees with a secure and prosperous retirement future.
Advisory services are offered through Freedom Fiduciaries LLC, an Investment Advisor in the State of Idaho.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Idaho or where otherwise legally permitted. All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results. Moreover, this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.
Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
