Current regulatory change is creating a lot of awareness over the need for independent, conflict free 401(k) advice. Advisors are hearing the need, but often unsure which service provider to choose which provides the tools they need to satisfy the demands of plan sponsors. Our turnkey system can provide advisors a virtual back office for delivering advice and account management without the advisor/broker having to take on the risk of being a fiduciary to participant accounts.

Benefits for Advisor Sold Providers:

• Turnkey Solution - Our BeManaged solution allows you to provide a high touch, fiduciary solution advisors can deliver without fiduciary exposure, as we always act as the fiduciary to the participant.
  
  
• No Rollover Competition - We do not provide services for rollovers or wealth management, thus we do not create any competitive risk in that area of your business.
  
  
• No Back Office Technology Infrastructure Required - We utilize the participant portal for interacting with the participants' accounts, thus there are no infrastructure costs associated with coordinating with BeManaged.
  
  
• Improved Value Proposition - Do not lose another plan due to not having a participant advice option, as our solution provides participants the account management or investment advice they want and need at a reasonable fee.