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401K FIDELITY INVESTMENT
Fidelity Freedom Funds—An All-in-One Retirement Solution
The Fidelity Freedom Funds are lifecycle funds, offering the power of a diversified set of mutual funds in a single fund, with the added benefit of professional asset allocation.
Fusion makes asset allocation easier with its affiliation with Fidelity. Freedom Funds have an asset allocation mix among stocks, bonds, and short-term instruments that is more aggressive when the client is younger and gets more conservative as the client nears retirement. The employee picks the fund with a target retirement date, and Fidelity's expert money managers do the rest.
Because Fidelity closely monitors asset allocation, it helps reduce the vulnerability of long-term returns.
Benefits of Freedom Funds
Fidelity is an excellent choice for an all-in-one fund solution:
Experience – Fidelity was one of the first mutual fund firms to launch lifecycle fund solutions specifically designed to meet retirement needs. The funds reflect some of Fidelity's best stock ideas and are managed by our most experienced mutual fund managers.
Confidence – With Freedom Funds your asset allocation mix is always appropriate and it adjusts as you move toward retirement.
Ease – Monitor one fund instead of several.
Plan highlights include:
- TOP-TIER PLAN SPONSOR
- HIGH PERFORMING DESIGN AND PLAN OPTIONS
- DEDICATED 401K COMMITTEE TO REVIEW PERFORMANCE
- LOW EMPLOYEE PARTICIPATION FEES
- FULL EMPLOYEE PRESENTATION BY LICENSEND INVESTMENT ADVISOR
- ONLINE ACCESS TO FUNDS
- SELF-DIRECTED BROKERAGE AVAILABLE
- DAILY VALUATION
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