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Chad Griffeth, AIF® : Co-Founder, President

Chad Griffeth, AIF is the Co-Founder and President of BeManaged and a key architect in the design of BeManaged, an unbundled, independent 401(k) participant advice and managed account solution. Operating as a PPA Fiduciary Adviser, BeManaged provides a 'plug in' solution to existing 401(k) plans in which we (or the advisory team) provides high impact 401(k) consultations with the availability of advice/account management. Simply put, our service offers a solution to problems of diversification and asset allocation within participant accounts. BeManaged was the first company in the nation to earn the CEFEX Fiduciary Adviser (PPA) certification and 10th in the nation to be certified as an Independent Fiduciary by Matthew Hutcheson, Independent Fiduciary. By acting as a PPA Fiduciary Adviser, BeManaged is able to provide plan sponsors the only clearly defined fiduciary advice safe harbor available in the industry. BeManaged provides a high touch and 'clean,' fee-only approach making it an easy story to tell plan sponsors and their participants. This process is supported by much higher utilization than it’s online and web based peers due to our unique 1-on-1 consultation approach.

Chad has become known as an advocate of fiduciary responsibility, best practices and 401(k) advice issues in the marketplace, often serving as an expert on the topic. Chad has been a featured panelist at the annual Fiduciary360 and CFDD national conferences as well as local fiduciary education events in West Michigan. He has earned the Accredited Investment Fiduciary™ professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh’s Center for Executive Education, and is a graduate of Cornell College in Mt. Vernon, IA.

Quoted in the Media:

Marketwatch

 

 

January 29, 2009 - Marketwatch.com: Conflicting Interests - 401(k)/IRA Advice Rule May go Back to the Drawing Board

March 26, 2009 - Marketwatch.com: Who's Minding Your Retirement Plan?

February 17, 2010 - FiduciaryNews.com: Annuities the Next 401k SNAFU?

Speaking Engagements:

'10 Centre for Due Diligence National Conference - Coming in October 2010

'10 Fiduciary360 National Conference - Coming in May 2010

'09 West MI Fiduciary Forum - October, 2009

'09 Centre for Due Diligence National Conference - October, 2009

'09 Fiduciary360 National Conference - May, 2009

'07 West MI Fiduciary Roundtable - September, 2007


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