Working with You
Add Value To Clients, Increase Your Reach
BeManaged is a flexible, 1-on-1 consultation-oriented advice solution that can be delivered by our team, your team, or a combined effort. You may serve as a committee-level only consultant with clients needing participant education and advice. You might serve as a committee-and-participant team with the need to expand their ‘bandwidth’ so to take on more clients without having to hire more people. Either way, BeManaged can add value to you and your clients.
We have a number of clients who work with plan-level consultants whom work with the committee while we serve the need for education and advice. Our service provides a transparent, quantifiable service whose results result in more referrals.
Advisors Providing Education and Advice
Advisor teams that provide education advice enjoy being able to add advice without assuming and managing the fiduciary liability of providing participant advice.
A Solution that Gets Results
Working with employers ranging from 15 – 4,600+, our solution continues to get results seldom seen in the participant advice industry. Most everything we provide is able to be reported to the plan sponsor, creating results that please and simplifying due diligence responsibilities.
Learn How BeManaged Works
We work first to learn about your business and value proposition, and then discuss how BeManaged might be able to add value to your value proposition and conversation with plan sponsors.