For Financial Professionals
A Focused, Complementary Partner
Participant advice for larger plans can be challenging, let alone managing the fiduciary liability for all of your plans’ participants. BeManaged is a flexible, focused provider that allows advisors and recordkeepers to add value to their clients while increasing the ‘bandwidth’ of advisory practices.
Solution with Results
BeManaged provides group education and 1-on-1 consultations with access to our suite of participant advice and managed account services, providing a framework of consistent interactions and outcomes with participants. Our utilization results reinforce our commitment to providing face-to-face consultations.
Flexible
Our highly efficient consultation approach can be conducted by our team, your team, or a combination of the two. If your team is conducting the 1-on-1 consultations, we serve as the marketing and sales back office while you maintaincollateral required for a highly successful engagement, including a dedicated company site/page (dependent on the size of the plan).
Conflict Free
We are a fiduciary first and foremost. Thus, if you are looking for a solution that provides revenue sharing or a finder’s fee, we are probably not the provider for you. However, for consultants seeking to perform due diligence for a participant advice solution, our story is an easy one to tell due to our focused commitment to service and and conflict-free advice and account management.
Request an Overview Or Proposal
Our first goal is to understand your firm’s business model and service delivery so to determine if and how BeManaged might add value to your organization, clients and value proposition.