Delegation of Plan Sponsor Fiduciary Responsibilities
Employers delegate all investment related fiduciary responsibilities and the resulting liability to Freedom One Investment Advisors as a Discretionary Registered Investment Adviser.  As a result, Freedom One Investment Advisors contractually agrees to become a co-fiduciary to the plan.

Unbiased Investment Advisory Services
High quality, low-cost investment options are carefully selected from over 20,000 available funds.  Our open architecture platform allows us to be unbiased when choosing money managers.  We focus on specific areas of expertise and qualitative attributes that help ensure investment performance is appropriate for each investment category.

Professionally Managed Account Portfolios (MAPs)
Five MAPs diversify each participant's retirement account across many asset categories and fund companies.  Asset allocation is the most important element of investing over time and makes up over 90% of an investor’s return.  This proprietary process allows your employees, both sophisticated and unsophisticated investors, to appropriately diversify their portfolios and minimize the risk of sizeable losses from market volatility.

Turn Key Record Keeping and Administration
Reduce the burden on payroll and human resource staff regarding 401(k) plan matters to, on average, fewer than 30 minutes per month rather than hours or days.  We deliver service excellence, which ensures we consistently meet our commitments.

Expert Plan Design, Compliance, and Conversion Services
Every plan begins with a comprehensive design process that ensures each plan contains the components critical for operational and compliance success.  Each plan implementation begins with a complete review of the existing plan documents.  The entire conversion process is managed by a specially trained team to ensure that the process is completely turn key for the plan sponsor.

Successful Employee Education and Communication
A team of education specialists completes one-on-one customized consultations with each employee.  Twice a year for the life of the plan we visit each site to conduct group and individual meetings with all newly eligible as well as others wishing to re-visit with a consultant.  This process will dramatically increase a plan’s participation and deferral rates.  Results: employees are better prepared for retirement; highly compensated employees are able to maximize their contributions.