What Makes Us Different? 

Freedom One Investment Advisors becomes your plan’s registered investment advisor and a co-fiduciary.  By contractually agreeing to be a fiduciary to each plan, Freedom One Investment Advisors reduces the plan sponsor’s personal liability, as well as the financial and legal exposure.

• Most employers do not realize the Department of Labor requires the plan sponsor to evaluate their investment options on a regular basis and document their findings. We accept, in writing, the responsibility for the investment selection, monitoring, and documentation of these processes. Freedom One receives no compensation from the investments our clients utilize; we employ a “revenue neutral” delivery model.  All compensation from investment options is credited to the client’s plan. This philosophy and process enables Freedom One to serve as an independent, unbiased investment advisor and co-fiduciary to our clients. This is unique in the  401(k) plan industry.

Freedom One employs a state-of-the-art employee education process.  A minimum of 45 minutes is spent with each newly eligible employee to ensure they are properly educated on your 401(k) plan, as well as how much they should be investing for a successful retirement.  This level of individual employee attention continues for the life of your plan.

For more information on the FREEDOM 401(k), contact Lesley Goodwin at 248-620-8100 or lgoodwin@freedomonefinancial.com.

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