Chad Griffeth, AIF

Current

• Co-Founder | President at Actium | BeManaged

Past

• Regional VP at StraightLine Advisors
• Financial Planner at Mass Mutual
• Branch Manager at Enterprise Rent-A-Car

• Teacher | Coach at USD 279 - Jewell Jr/Sr High

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Education

• University of Pittsburgh - Joseph M. Katz Graduate School of Business
• Cornell College

Recommended

15 people have recommended Chad

Connections

500+ connections

Industry

Investment Management

Websites

• Facebook

Chad Griffeth, AIF’s Summary

Co-Founder of BeManaged and key architect in design of 401(k)/403(b) employee account management (BeManaged) and investment advice (BeAdvised) solutions. Operating as Fiduciary Adviser (PPA), our flagship program, BeManaged, provides participants professional, institutional account management, 4-6 personalized updates per year, and a Personal Annual Review to demonstrate performance, all on a fee-for-service basis. Providing participants the "answer" they want via free 401(k) consultations has been found to be a clear, independent solution for paternalistic companies concerned about their employees' asset allocation and ability to manage risk appropriately. Have been quoted recently by Marketwatch.com and a panelist speaker at the '09 Fiduciary360 and CFDD national conferences regarding the delivery of prudent, fiduciary participant advice.

Chad Griffeth, AIF’s Specialties:

401(k), ERISA, PPA, 401(k) account management and investment advice provisions/services, independent fiduciaries, investment fiduciaries, investor behavior.

Chad Griffeth, AIF’s Experience

• Co-Founder | President

  Actium | BeManaged

  (Investment Management industry)

  February 2006 — Present (3 years 10 months)

  Developed and coordinate 401(k)/403(b) participant advice and account management solutions within the existing structure of company sponsored retirement plans. Offered as an "active choice" for small and mid-market plan sponsors (<1,000 participants) or a "passive choice" for large plan sponsors, companies can provide their employees independent, third party advice solutions that work, as well as helping protect their plan fiduciaries via the PPA's Fiduciary Adviser safe harbor.
  
  Advocating fiduciary best practices, we work with consultants and advisors to enrich their current value proposition by providing fiduciary participant solutions that are effective, prudent, and accountable.
  
  Qualifications:
  
  First CEFEX Fiduciary Adviser (PPA) in the nation.
  The 10th company in the nation to be endorsed as an independent fiduciary by Matthew D. Hutcheson, Independent Fiduciary.

• Regional VP

  StraightLine Advisors

  (Privately Held; 11-50 employees; Design industry)

  February 2003 — January 2006 (3 years )

  Developed marketing and retirement plan coordination strategies for wealth management firm delivering managed accounts for retirement plans. Was integral member of executive management team that coordinated delivery of managed account service to General Motors employees through on-site eduation meetings and 1-on-1 consultations.

• Financial Planner

  Mass Mutual

  (Privately Held; 5001-10,000 employees; Financial Services industry)

  March 2002 — February 2004 (2 years )

• Branch Manager

  Enterprise Rent-A-Car

  (Privately Held; Automotive industry)

  June 1997 — 2001 (4 years )

• Teacher | Coach

  USD 279 - Jewell Jr/Sr High

  (Education Management industry)

  January 1998 — June 1998 (6 months)

Chad Griffeth, AIF’s Education

• University of Pittsburgh - Joseph M. Katz Graduate School of Business

  AIF , Accredited Investment Fiduciary , 2007 — 2007

  The AIF is an initial example of my/our dedication to the fiduciary cause for individuals investing in company sponsored retirement plans. In our opinion, a fiduciary standard is a minimum, not a ceiling the industry often perceives it to be. The fiduciary standard has only begun to be defined, and we hope to assist in so as an advocate for retirement plan investors and corporate fiduciaries.

  Activities and Societies:

  The course instructs Investment Fiduciaries (defined as someone who is managing the assets of another person and stands in a special relationship of trust, confidence, and/or legal responsibility) on how to fulfill their duties to a fiduciary standard of care.

• Cornell College

  B.S. , Psychology, Secondary Education, minor in Sociology , 1994 — 1997

  Activities and Societies:

  Varsity Basketball, Gamma Tau Pi

Additional Information

Chad Griffeth, AIF’s Websites:

• Facebook

Chad Griffeth, AIF’s Interests:

Family and Friends, Fiduciary Best Practices, Social/Cognitive/Consumer/Investor Psychology, Behavioral Finance, Web/Office 2.0 technology, Salesforce.com, Google Apps, Leadership Training, Basketball, Reading, Music, Movie Buff, NFL and KU Basketball Junkie

Chad Griffeth, AIF’s Groups:

CEFEX, fi360, IFLC (Investment Fiduciary Leadership Council): Fiduciary Roundtable Advisory Council- Midwest, Grand Rapids Salesforce.com User Group Steering Committee, Ada Bible Church, MVP Sportsplex

•    Cornell College Alumni Association
•    Salesforce.com Professional Network
•    Grand Rapids Salesforce.com User Group
•    Google APPS users
•    401(k)
•    Fiduciary360
•    BehaviorGap.com
•    The Fiduciary Management Group
•    The CFDD.com
•    CEFEX Supporters
•    ASPPA 401(k) SUMMIT
•    Workshop 22: Inadvertent Fiduciary Status: Common Pitfalls and Opportunities for Service Providers

Chad Griffeth, AIF’s Honors:

1st company in the nation to be certified as a CEFEX PPA Fiduciary Adviser, 13th CEFEX member overall.

10th company in the nation to be endorsed as independent fiduciary by Matthew D. Hutcheson, Independent Fiduciary.

Chad Griffeth, AIF’s Contact Settings

Interested In:

• consulting offers
• job inquiries
• expertise requests
• reference requests
• getting back in touch