BeManaged – A Complete Participant Solution
A Complete Participant Solution
BeManaged provides a complete suite of participant services that includes education, advice, managed accounts and savings advice, available to participants via 1-on-1 face-to-face, phone and online consultations.
BeManaged: Institutional Managed Accounts
Cost, lack of use and strange asset allocations tend to be the downfall of similar services. BeManaged is a practical, institutionally priced asset allocation service grounded in behavioral finance that has a 96% retention rate.
BeAdvised: Institutional Participant Advice
A proactive advice solution that compliments BeManaged, best suited for people seeking a professional second opinion but wants to choose whether to implement the advice.
BeRetired: Helping Increase Savings Rates
BeRetired is a easy-to-understand retirement income projection report that illustrates their current savings plan as a projected weekly and monthly 401k/403b salary, as well as how that picture would improve with increased savings.
Learn How BeManaged Works with Financial Professionals
Our flexible approach works with different types of advisors’ service deliveries as well as direct providers.