BeManaged 401(k) Services
- We’ll Manage It For You If a change needs to be made to your portfolio, the BeManaged Research Team will make the necessary adjustments. On average, they make 2-5 changes per year.
- Personal Investment Advisor We customize your portfolio to your individual situation, rooted in our easy-to-understand investment methodology. Have questions? You can speak directly with someone from our research staff regarding your account.
- We’ll Keep You InformedWe proactively update our clients 4-6 times per year on what is happening in the market, what we are doing about it and our thoughts going forward. We keep you engaged without having to be responsible for managing your account, providing you peace of mind.
- Personal Annual Review At the end of the year, we provide a detailed review of your portfolio, our performance, and a report illustrating whether you are on track for retiring with contentment.
Consultations Available After Open Enrollment
More information to come on this valuable consultation session to help you determine a plan of action for a successful retirement.
How Do I Pay For It?
The nominal fee for the BeManaged service is deducted directly from your retirement account. Thus, there is no payroll deduction cutting into your take-home pay.
Can I Cancel?
Cancelling is a simple phone call or email away. There is no cancellation fee. We simply prorate the amount of time we have served you for that quarter.
What About My Other Account(s)?
If you have IRAs or investment accounts, we will take those into consideration to make sure the reallocation of your company sponsored retirement account is in harmony with your entire investment portfolio.
Investment Policy Statement
Each of our clients receive an investment policy statement, which serves as the ‘rules of the game’ for which we will advise you. Click here for sample