401(k) Management & Administration

We provide qualified retirement plan sponsors with a package of investment advice and consulting services. BEW manages plan assets, educates participants, and counsels plan sponsors on fiduciary, plan design, and administrative matters. We work closely with your HR and any other outside professionals. BEW has advised retirement plan providers since XXXX.

As an independent advisor, we are in perfect position to deliver impartial, objective advice. Many plan providers limit investment options to funds that pay the provider or run by the provider’s parent company. And many receive commissions for products sold or services used. Our compensation is strictly a percentage of the assets under advisement. We focus our attention on delivering sound fiduciary advice.

We will do a free X-Ray of your business’s existing retirement plans. Many older plans are laden with high, hard-to-see fees that eat away at participants' retirement funds. The plan sponsor has a legal duty to choose a plan that pays only reasonable expenses. As investment advisors, we take on the fiduciary duty to ensure that plan participants have prudent investment options. Our plans offer a menu of diversified, low-cost options.