Plug in to Your Plan
Give Participants the Advice They Need Without Changing Your 401(k) Provider
BeManaged is a turnkey solution for participant 401(k) advice as it can be “plugged in” to a company’s existing retirement plan.
We work with numerous plan providers to allow plan sponsors, advisors, and plan providers the ability to offer a high touch, effective, long term solution that dramatically improves the asset allocation and savings rates for a plan’s participants.
Using Your Plan’s Investment Options
We do not need a “select list” of funds added to your plan, instead operating within the existing structure you have created, whether that is twelve investment options or 200.
Fees Integrate with Your Provider
We provide you an invoice demonstrating the participants using our service, their account balance, and applicable fee (usually billed quarterly or semi-annually). After review, you as the plan sponsor forward this on to your 401(k) provider for processing. Only the participants using the service pay for the service.
Advisor Relationship Is Unaffected
Working with a dedicated 401(k) expert advisor is very beneficial to plan sponsors. We enjoy working with advisors, as the investment options made available are typically of the highest quality. As an analogy, they shop for the groceries, and we cook them up for the participants.
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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. Therefore, regardless if you are working with Fidelity, T. Rowe Price, Vanguard, Mercer, TIAA-CREF, etc., BeManaged can be ‘plugged in’ to your retirement plan.