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Freedom One is
excited to announce a strategic alliance with National Advisors
Trust! Our combined efforts resulted in a turnkey 401(k)
product designed exclusively for use by advisors
of National Advisors Trust.
The Freedom
401(k) is especially helpful to advisors who have
varying degrees of experience working with 401(k) plan sponsors.
Our objective was to offer a product that had the following
attributes:
-
Be easy
to transition to and administer from a shareholder and plan
sponsor perspective
-
Be easy
to explain and offer to prospective clients
-
Display
obvious value to plan sponsors and participants
-
Provide
fiduciary protection to plan sponsors including directed
trustee services from National Advisors Trust
Jeff Evans of
Evans Capital Management, a trust company shareholder, recently
completed a 401(k) Check-up/due diligence visit at our Michigan headquarters and
had the following comments:
I believe I can easily build a 401(k) business with
the Freedom 401(k)
sales and service model!
Freedom One Retirement Services'
401(k) Check-up will help me explain to plan sponsors
what they didn't know in a non-confrontational manner....I
wanted a hammer of a 401(k) program and I got it without sacrificing my bottom
line!
The 401(k)
Check-up provides plan sponsors with the tools necessary to
evaluate the condition of their current 401(k) plan and
determine where improvements could be made. It benchmarks current plan results to industry
standards and demonstrates how your current plan
complies with Department of Labor requirements.
Learn more
about our 401(k) Check-up!
About
National Advisors Trust
America’s top financial advisory firms founded a
federally-chartered trust company exclusively for their clients.
Over 120 of America’s finest independent
financial advisory firms have created the holding company that
operates National Advisors Trust. The founders of National
Advisors Trust are located nationwide and manage more than $50
billion in total client assets.
National Advisors Trust ensures that client
accounts are properly served with quality trust and custodial
services. This includes reporting, record keeping, executing
transactions, safeguarding assets and protecting the
confidentiality of personal financial information.
About
Freedom One Retirement Services
Freedom One Retirement Services, one of the nation’s largest
full-service 401(k) plan providers, has been successfully
servicing retirement plans for over 18 years. Guided by a
specific set of core values and a commitment to service
excellence, our nearly 70 team members specialize in providing
state-of-the-art employee communication and retirement planning,
administration, and investment advisory services.
Freedom One Investment Advisors provides services to over 800
clients. This includes retirement plan sponsors with over $2.2
billion in plan assets and nearly 30,000 employees across the
United States.
Contact Us
Please
contact Lesley Goodwin, Marketing Manager by clicking
here or
phone her at 248-620-8077. |
