Are You an Employee of One of Our Partnered Organizations?
If your employer works with BeManaged, you may have access to a one-on-one financial consultation at no cost to you. You can review your 401(k), ask questions about your investments, and get guidance on your next financial decisions
Find your employer below to schedule your consultation directly.
Schedule Your Employee Consultation
If your employer offers access to BeManaged consultations, select your employer below to schedule a meeting with an advisor.

What an Employee Consultation Covers
Employee consultations are designed to help participants understand their retirement plan, review their investment strategy, and evaluate financial decisions that influence long-term retirement readiness.
During a consultation, advisors typically review:
- Current 401(k) investment allocation
- Contribution levels and long-term savings strategy
- Retirement timeline and retirement readiness
- Questions about workplace retirement benefits
- Broader financial planning topics connected to retirement
Employees who choose to work with BeManaged may also delegate the ongoing management of their retirement accounts. Advisors monitor portfolios, make allocation adjustments when appropriate, and align investments with each participant’s risk preferences and retirement timeline.
Consultations can also include guidance on everyday financial decisions such as budgeting, debt management, education savings, and
coordinating multiple outside retirement accounts. These conversations help connect retirement planning with the broader financial decisions employees make throughout their lives.
Employee Planning Resources
Trucks Employees
The Simple Retirement Plan
Pre-Retirement Checklist
Social Security Guide
Retirement Budget Worksheet
Budget Worksheet
Don’t See Your Employer Listed?
If your employer works with BeManaged but you’re unable to find the correct scheduling link, or if you’re unsure whether your organization offers employee consultations, our team can help point you in the right direction.
Contact us and we’ll help you locate the correct employer program or answer any questions about available employee resources.








