We are passionate about marketing successful retirement plan advisors and TPAs.

401(k) Marketing

121 Broadway

Suite 540

San Diego, CA 92101

(401) 400 - 3199

  • LinkedIn Social Icon
  • Twitter Social Icon
  • Facebook Social Icon

Setup an introduction call today.

401(k) Marketing, LLC is not in the business of providing legal advice with respect to ERISA or any other applicable law. The materials and information do not constitute, and should not be relied upon as, legal advice. The materials are general in nature and intended for informational purposes only. All content, including any brochures or other materials designed for potential use with plan sponsors, fiduciaries, and plan participants, must be reviewed and approved by the compliance and legal department(s) of the Financial Professional and/or Third Party Administrators firm prior to any use to confirm that they meet the firm’s legal and compliance policies and standards. The Financial Professional, Third Party Administrator,  and his/her firm are solely responsible for the use of content and any materials included herein, and for ensuring that all services provided by the Financial Professional and Third Party Administrators conform to the firm’s legal and compliance policies and standards.


T r a i l b l a z e r 

We believe pioneers trek forward and seek through the unknown -- let's navigate the new retirement plan landscape together.


We have the tools to help you clear a trail to more relationships and new plan frontiers. 

On-going marketing campaign that includes:

The retirement plan space is becoming more and more complicated -- it feels like every three years we have another major regulatory change.


We want to help you give your clients the confidence of knowing they are with an ERISA expert who understands the industry terrain and can guide them through the new landscape.

1 and 2. "Why Print?" Cohber Marketing Solutions. http://www.cohber.net/#!offset-print/ca5m

3. "Mail Connects in Ways Other Media Can’t Match." United States Postal Service. http://www.pb.com/docs/US/pdf/Microsite/Nonprofit/ed_np_getyourmailopened_05MailMoment.pdf

4. Conner, Cheryl. “Fifty Essential Mobile Marketing Facts.” Forbes. November 12, 2013. http://www.forbes.com/sites/cherylsnappconner/2013/11/12/fifty-essential-mobile-marketing-facts/

5. "Social, Digital & Mobile Around The World."  We Are Social. January 2014. http://www.slideshare.net/wearesocialsg/social-digital-mobile-around-the-world-january-2014


Compliance edits

B/D and RIA coordination

Revisions + Feedback





Custom Content

Professional copywriting


Social Media Management

Thought-Leadership Blog Articles

Plan Sponsor Webinars

Direct Mail

70% of Americans say mail is more personal than the internet.[1]


Direct mail advertising gives a business a 13 to 1 return on investment.[2]


Mail is placed where it is seen and used, and it moves from room to room, allowing consumers to read it at their convenience.[3]

In an over-saturated market, standing out from the competition is essential.


Webinars allow a business to build-up their image as experts in their field and show they are the “go-to” team for industry related issues.


Capture additional sales leads from the registered attendees and convert warm leads into new clients.

91% of adults keep their phone within an arm’s length at all times.[4]


Share custom-written and thought-provoking  content to create an audience of influence within your social network. 


New content shows that your business is active, and at the same time, increases your website's SEO ranking.

56% of America is on social media, LinkedIn has over 260M users, and the average American spends 7.6 hours per day on the Internet. [5] 


Social networking has the power to expand your natural marketplace.


Create your industry voice of expertise, professionalism, and authority within the retirement plan space.