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Freedom Strategies™

Investment Education

Freedom Strategies™ provides an investor the best of investment education. The information and materials inform a participant or beneficiary about the benefits of plan participation, the benefits of increasing plan contributions, the impact of preretirement withdrawals on retirement income, the terms of the plan, or the operation of the plan, all without reference to the appropriateness of any individual investment option for a particular participant or beneficiary under the plan. To the extent that the information also concerns investment alternatives available under the plan the information is provided without reference to the appropriateness of any individual investment option for a particular participant or beneficiary under the plan.