The Problem

It is well documented that 401(k) participants are failing in the areas of asset allocation, which is responsible for 91%+ of the total return in their portfolio. In 30+ years since the 401(k) was established, it has finally been conceded that education meetings do not turn us all into institutional investment managers after 45 minutes and two slices of complimentary pizza. Additionally, now there is more press than ever before regarding fiduciary prudence and the exposure of risk to plan sponsors.

The Solution

BeManaged was created for the sole purpose of providing 401(k) investors the "do-it-for-you" account management and "advise-you-what-to-do" investment advice participants need in order to maximize their hard earned retirement savings. The best part is you do not need to change your 401(k) provider in order to make BeManaged available to your participants. We work within the framework of your current 401(k) plan and investment options. Learn More

Key Points to Consider

• Typically no cost to the the company
• Highly valued, personal service that is charged to the participant's 401(k) account, so no impact on employee's take home pay
• Reflects the company's paternalistic desire to help their employees retire with dignity
• Mitigate fiduciary liability for the plan fiduciaries, as BeManaged serves as a fiduciary to the plan's participants
• Unbundled solution, BeManaged can be "plugged in" to your company's retirement plan

Our Typical Client

We have found the following to be common threads among all of our clients:

• Paternalistic, Employee Focused Culture
  
• Genuinely Value Employees