Empower your employees - strengthen your business

Retirement portfolio management.
Attract, strengthen and retain your workforce.

Participant-level fiduciary advisors with a unique approach

1-on-1 consultations, educational workshops, capped fee schedule
with retirement peace-of-mind

Not just retirement benefits, but investment success for employee peace-of-mind

Help your employees gain financial wellness and
eliminate their stress of retirement

Your employees are the face of your brand. They are the ones who make your products and serve your customers—Employees are the key drivers in the success of your business. That is why maintaining happy, productive, and highly engaged employees is so valuable.

Empowering your employees with retirement peace-of-mind can help you maintain employee satisfaction and achieve business success. BeManaged can help you do just that. Our capped fee retirement portfolio management service and 1-on-1 Retirement Success Consutlations support our wellness education programs.

Why Our Approach Delivers Results


1-on-1 Consultations

Studies show people still prefer a human interaction for addressing their financial concerns. While demand for phone/virtual consultation continue to increase, most people prefer a face-to-face meeting. That's what we provide, a confidential, private conversation to help your employees understand how to improve their financial health.


Holistic Financial Wellness

Workshops and webinars are great ways to provide 'general rules of thumb' and foundational education on a number of topics. For some participants, they can take the information and immediately apply it to their situation. Most employees prefer/require having a confidential conversation to determine how to take action.

Retirement Portfolio Management Supports Financial Wellness
and Employee Empowerment


Costs of Delayed Retirement

A recent study showed that employers can expect to save an average of $7,000 for every employee-turned-retiree in their workforce. Providing your employees product-free retirement planning services will drastically increase their confidence in starting the next chapter of their life: retirement.


Financial Health is Lacking

When employees lack financial know-how, it can come at a great cost to their employer. Consider this: 61% of Americans do not have or use a budget. 47% of household spending was greater than or equal to their income. 55% of households don't have enough cash on hand to replace 1 month's income.


Result: Financial Stress

Finances are considered the #1 stress for employees. Studies show it affects attendance, sick days, etc. We empower employees with effective tools and easy to understand education so they can take control of their finances.

Every company is unique.
Let's talk about how we can help you.

Help us understand your objectives. Click below, live chat,
or just pick up the phone: 616.871.0751.