A Complete Education and Advice Solution that gets Results
The BeManaged solution is simple.
- Your Existing Provider and Investment Menu – Our services easily integrate with your existing plan provider, investment options and plan design.
- Education Workshops and 1-on-1 Consultations – Group education workshops are followed by free 1-on-1 consultations to provide participants with a detailed analysis of their portoflio, a BeRetired retirement income analysis and understanding of whether BeManaged or BeAdvised would improve their chances for retirement success.
- Fee-Only Fiduciary Advisor – Our focused, fee-only model provides your company a pragmatic and logical story to communicate with employees.
- Industry-Leading Results
Where We Fit
BeManaged is not a fit for every plan. We are typically hired by employers with established retirement plans with above average account balances (>$35k), as participants with larger balances find our personal, professional service very attractive. It has been our experience that the larger the average balance of the plan, the more attractive our services are to a company’s participants.
There is no fee to the plan sponsor aside from travel reimbursement when necessary. Only the participants using BeManaged or BeAdvised pay for the services, which are deducted from their account balances. Another consideration is whether the education workshops and 1-on-1 consultations are being delivered by our team, your existing advisor(s) or both parties.
BeManaged is a CEFEX certified Fiduciary Adviser (PPA), and is annually audited for adherence to the provision required by law to extend the applicable fiduciary safe harbor to employers or the advice we provide. Quite frankly, it’s not a requirement or necessary, but it creates a higher standard of care for participants, which is our highest priority.
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The industry has led employers to believe they need to change providers to attain the advice, managed accounts or model portfolios their participants desire. Not true.
Our infrastructure allows us to work with your current recordkeeper and advisor to avoid the headache of changing providers. Regardless if you are working with Fidelity, T Rowe Price, Vanguard, Mercer, TIAA-CREF, etc., BeManaged can be ‘plugged in’ to your retirement plan.