2. Fiduciary Safe Harbor Investment Advice and Account Management for Participants
6. Consistent, Process Driven Advice and Management- We centralize our advice to participants so to provide consistent, prudent,fiduciary advice; a critical component of managing our liability as well as that of the companies we serve.
7. High Touch Communication Approach- We provide proactive, personalized communications throughout the year, which dramatically decreases emotional, detrimental investment decisions such as chasing performance and selling to cash during downward market cycles
9. Reasonable, Capped Fee Structure- Our unique capped fee schedule is advantageous to participants so the advice/management they want is available at a reasonable expense.
10. Focused Service Delivery- Participant consultations are not muddled by the sale of IRAs, brokerage accounts, or insurance products; instead the time is focused solely on understanding their risk tolerance and increasing contributions to their plan.
12. Corporate Due Diligence Reporting- In accordance with the provisions of the PPA Fiduciary Adviser safe harbor, we proactively provide an annual report of model performance, contribution increases, etc. that result from BeManaged’sadvice to participants.