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Freedom Fiduciaries is delighted to announce that Ashley Butz has joined our team as a Retirement Plan Consultant. Ashley brings with her a background in fiduciary processes, participant education, and client experience enhancement, making her a tremendous asset to our expanding team.

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.