Our Services
Simple, Easy-to-Use Conflict-Free 401(k) Advice
A Complete, Effective Participant Advice Solution For Your Retirement Plan
BeManaged is an independent third party focused on participant managed accounts and advice. Our service can be “plugged in” to your existing plan, so there is no need to move your plan. Working with the funds available in your plan, we (or your advisor) can provide 401k investors 1on1 consultations with access to personalized advice or account management.
BeManaged
BeManaged provides investors the ability to delegate their responsibility for managing their retirement account to a professional fiduciary investment manager. Simply put, if a change needs to be made to the portfolio, BeManaged’s dedicated Research Department makes the change for them.
BeAdvised
BeAdvised provides investors the professional second opinion from an objective third party. Our Research Department provides proactive advice 2-5 times per year, specific to the exact amount to put into each fund. The investor simply needs to login to their retirement account and make the adjustments.
Model Portfolios
BeManaged Model Portfolios puts a new twist on a common approach. Instead of static portfolios that are rebalanced quarterly, annually, etc., we provide our traditional proactive investment management and communication approach to create a complete solution for employers.
Request a Demo or Proposal
We would be happy to provide you a detailed overview and samples of our service deliverables per your request.