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248-620-8100
 

 

Freedom 40(k) White Paper

Stay up to date with the 401(k) industry by browsing our White Paper Research Library.  Here we provide in-depth industry research to help 401(k) plan sponsors make informed decisions.

Freedom One publications are listed above in Adobe Acrobat PDF format. Download the free Adobe Acrobat Reader below.
 

 


Litigation Proofing Your 401(k) Program

The landscape for legal exposure on 401(k) plans has changed dramatically in recent days.  There has been a barrage of lawsuits against 401(k) Plan Sponsors and Administration firms, subject to ERISA, for failing to perform fiduciary duties.  These breaches include failing to act in the exclusive benefit of plan participants and their beneficiaries, the lack of monitoring of plan investments, failure to review plan fees to ensure that they are reasonable, along with failing to act  prudently and with expertise in the matter of investments and procedural execution.


$450,000 Per Participant - - - The Value of an Independent Fiduciary

In this unstable market, companies must be more vigilant than ever with their employees' retirement.  Gain valuable information that will help you better secure your participants' retirement accounts in this free white paper.


 

“In Today's Turbulence, What Should I do with my Retirement Plan"?

 

These uncertain times can create a lot of questions and concerns for your employees.  In this paper, we have shared how the market may be affecting your retirement plan and actions that you - as a plan sponsor - may want or need to take as you review your retirement program.

 

Plan design, implementation, and employee communication services provided by Freedom One Retirement Services. Registered investment advisory services provided by Freedom One Investment Advisors. Main Headquarters:

8031 M-15
Clarkston, Michigan 48348
P: 248.620.8100
F: 248.620.8111