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Freedom401k®

Freedom401k® from CAPTRUST Financial Advisors is a solution for retirement plan sponsors designed to reduce the complexity, distraction, and day-to-day resource drain of managing a retirement plan.

Welcome to the new Freedom401k® site!

Freedom401k® from CAPTRUST Financial Advisors is a fiduciary solution for retirement plan sponsors designed to reduce the complexity, distraction, and day-to-day resource drain of managing a retirement plan. As part of the program, you gain access to:

  • An experienced conflict-free firm that establishes and monitors an appropriate investment menu for your plan
  • The highest level of investment fiduciary liability transfer under ERISA 3(38) - from you to our firm
  • A dedicated participant website, to help your participants enroll, make elections, and changes
  • A dedicated plan sponsor portal to help you manage fiduciary tasks

By hiring CAPTRUST to act as your plan’s investment manager, transferring investment liability to CAPTRUST, and managing fiduciary tasks via your plan sponsor portal, you save time and energy. And when you spend less time on plan investments, you can focus on other aspects of plan management—like help getting participants in your plan and saving more for their retirement.

Freedom401k® is available exclusively through the following providers. Depending upon the needs of your plan's participants, you may prefer one recordkeeper over another.

  • Freedom One Retirement Services (FORS)
  • Wells Fargo
  • T. Rowe Price
  • Fidelity
  • Prudential