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Freedom Fiduciaries is thrilled to welcome Leanne Huber to their team as a Relationship Manager. Leanne brings over two decades of specialized experience in the retirement plan services industry, enhancing the company’s capacity to serve and support plan sponsors and participants.

Freedom Fiduciaries announces the launch of Freedom 360, a comprehensive and proprietary retirement plan management system developed specifically for the Freedom Fiduciaries team and their Bac(k) Office partners.

Freedom Fiduciaries® has been named to the National Association of Plan Advisors’ (NAPA) list of the nation’s top defined contribution (DC) Advisor Teams with Assets under Advisement of over $100 Million.

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 highlights the growing emphasis on retirement coverage for American workers. This legislative shift presents a significant opportunity for wealth management advisors to venture into the retirement plan space. However, this transition is not without its challenges.