Subscribe to the Fiduciary Forum eNewsletter

e-mail address:

First Name:

Last Name:


BeManaged for Direct Providers PDF  | Print |  E-mail

the_missing_pieceDirect providers have been a natural fit with BeManaged for years, as our onsite 1on1 401(k) consultations combines a human, local element with the high impact online infrastructure of the top 'direct' DC providers in the business. Our turnkey solution allows you to instantly add value to your existing and prospective client base, enabling higher client retention and improved value propositions during RFPs.

We do not, and have no desire, to create our own portal for participants to review their account. It similar seems redundant to do so, thus your participant websites are where we point participants to for review of their portfolios.

Benefits for Direct DC Providers:

  • Combat Local Brokers - Many participants still want an expert to speak with regarding their account, and our BeManaged service ensures they will be properly allocated, typically providing better long term returns for their account.

  • 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.

 

 

 
More Info

Unsubscribe from Fiduciary Forum Emails

Unsubscribe from our newsletter