Managed Accounts | Education | Participant Success Experts

Who We Are

BeManaged is a managed account provider that stands apart through our 1-on-1 Retirement Success Consultations, BeRetired retirement wellness education program and capped fee schedule. We are participant-level fiduciary advisors. Participant success experts. We help employers maximize the success of their employees' retirement accounts using the employer's plan and investment options. We have the unique experience dealing with thousands of participants of various cultures and levels of financial literacy.

We are not plan-level advisors. We have found that if there are independent, fiduciary experts at both the committee and participant level, conflicts-of-interest are avoided and best practices are more easily implemented and monitored by the plan sponsor.

 

Fee Only Transparency | Consultations and Workshops | Capped Fee Schedule

Our History

2006 - Our journey began in February of 2006, six months before the passage of the Pension Protection Act. At the beginning of 2007, we became the first company in the U.S. certified by the Centre for Fiduciary Excellence for providing participant advice. From the start, our mission has been to provide investors the advice they need to be successful in achieving their retirement goals without any financial conflicts-of-interest. 

2010 - We created our BeOnTrack retirement income projection/savings advice report. In doing so, our retirement success consultations changed forever, providing participants not only a personalized risk assessment but retirement counseling.

2013 - We extended our BeManaged service to IRAs and brokerage accounts on a cumulative fee basis. Our fee-neutral rollover process provides our clients the peace of mind that we operate solely in the participant's best interest. 

2015 - Our education program was extended to provide holistic, retirement-based financial wellness to participants, incorporating adult-learning best habits so to maximize an employer's education efforts. Learn More

 

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