Freedom Fiduciaries

About Freedom Fiduciaries

Freedom Fiduciaries helps employers build, manage, and improve workplace retirement plans. We work with plan sponsors to simplify the retirement plan experience, strengthen fiduciary oversight, improve participant engagement, and bring greater structure to the ongoing management of 401(k), 403(b), and other employer-sponsored retirement plans. For many employers, the retirement plan feels fragmented. Investment decisions, vendor relationships, participant questions, committee meetings, fiduciary documentation, plan reviews, fee benchmarking, compliance responsibilities, and employee education often live in different places with different providers. Our role is to help bring those pieces together into a more organized, accountable, and proactive process. We support plan sponsors through independent fiduciary oversight, 3(38) investment management, plan governance support, investment monitoring, service provider coordination, committee education, fiduciary documentation, plan health reviews, fee benchmarking, participant education, and technology-enabled engagement tools. Our goal is simple: help employers reduce blind spots, make more informed decisions, improve the employee experience, and turn the retirement plan into a benefit that feels easier to manage and more valuable to the people it serves. We also partner with advisors through our Bac(k) Office model, providing retirement plan infrastructure, fiduciary support, participant resources, and day-to-day plan support designed to help them serve employer clients more effectively. Retirement plans are complex. We make them feel simple.