Your Personal 401(k) Fiduciary
We are a 100% fee-only fiduciary for 401(k) investors that want to benefit from proactive, dedicated investment management of their portfolio. Being a fiduciary means having a legal responsibility to act in our clients' best interests, not our own. Additionally, we adhere to the highest fiduciary standard in the industry and are audited annually to demonstrate that commitment.
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 If your company cares enough about your future that BeManaged is available for use within your 401(k) plan, the following are the simple steps of what you can expect:
- Free 1on1 401(k) Consultation - Depending on your work location,this can take place in person or over the phone. Learn More
- Your Choice - After your consultation, you will have the option of continuing to invest on your own, or you can choose BeManaged or BeAdvised. Learn More
- You're Enrolled, Now What? Learn More
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Independent
Committed to being fiercely independent, we do not accept any money from mutual fund companies, insurance companies, or 401(k) providers.
Proactive
If changes need to happen to your account, we make them for you. Additionally, we proactively update our clients via email and standard mail on the progress of their 401(k) account.
Personal
BeManaged is designed with people in mind, providing our clients common sense service with high touch, personal updates that keep you informed.
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