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

401(k) Marketing

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San Diego, CA 92101

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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.

Retirement Plan Advisor Brand Equity Blog

Two friendly advisors walk into a conference room, the conversation goes:

“How’s business?” asks Bill.

“Steady, what’s new with you?” Paul replies.

“Glad you asked, we recently launched a new 401(k) blog series and it’s been fun seeing the uptick in our website traffic,” ...

More and more savvy professionals are turning to video for quick snippets of information. Whether it is a who’s-who’s for a political election to a training video on Excel pivot tables to “what does it means to be a fiduciary?” video is fast becoming another normal way...

If you Google your name, what do you find? Does your LinkedIn profile appear? What about your professional biography? How about an article you wrote and/or were quoted in? Rather, is it something different? When you do a digital audit (Googling yourself), you learn wha...

Brainstorming a relevant plan sponsor topic, researching sources, typing word by word, citing footnotes, and compliance review are all a part of the content creation struggle. After you have overcome those hurdles, you can bask in the joy of pressing “Publish”.  Wow, t...

“We don’t meet with wholesalers” but here’s why you should


When was the last time you worked “on” your business instead of “in” your business? We believe that taking a few minutes, hours, or days to truly focus on how to grow and scale it will ultimately help you becom...

“If the internet says you’re an expert, then you’re an expert.” At the ASPPA Annual conference, Shannon said that. Wow, what an insightful comment. Because it’s true. Ask yourself, when you have a question, where do you turn? The encyclopedia? Yellow pages? Phone? No....

Are the majority of your plan participants invested in the QDIA or are they taking the time to select their own investment allocations? For those who are going at it alone, do you think they are properly invested?

The reason we’re starting with these questions is that...

In a conference room, forty financial advisors are sitting and waiting for the regional event to begin. My task is simple - welcome everyone to the Atlanta Regional Workshop and introduce the first speaker. With sweaty palms, heart racing, and thick tongue, I walk to t...

“I play email whack-a-mole,” explained one advisor at a recent meeting.  She said everyday it feels like an arcade battleground to stay on top of incoming emails.

“Is this Tetris or my calendar?” Hard to tell the difference.  With back-to-back conference calls, travelin...

Many years ago, I lived in Boston and every workday, I would jump into my car and drive to work.  Now, at the time, I was about 22 years old and living on a very meager salary. So much so that the daily Mass Pike toll of $2.25 was too much to afford.  

Instead, I c...

Sure, it’s easy to walk into a prospect meeting, look at the plan playback information, and talk about the underperformance of the investments, plan design fumbles, and retirement replacement ratio spreads.  However, one key information point we don’t know is – what is...

Did you think this article was going to be about how to protect your clients? Well, it’s not, it’s about how the retirement plan profession should be working together to STOP state mandated retirement plans.

Quick show of hands, who likes to be told what to do? Neither...

As a retirement plan advisor, you probably host clients, prospects, wholesalers, or centers of influence meetings in your office.  However, have you ever evaluated what it is like to visit your space? In this article, we are going to ask a few questions, so you can see...

Wouldn’t it be nice to know that day or night, rain or shine, your brand is consistently in front of your clients, prospects, and centers of influence?   Would you like to feel confident that your marketing efforts are constantly working for you to develop relationship...

Why would any business ever want to differentiate? Why would any professional want to be known for something unique? That seems like a terrible idea; wouldn’t it be much better to do everything, like a true one-stop shop? Just imagine a restaurant that changes tires an...

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Motivational Monday

Sometimes we need a little motivation to put life in perspective to appreciate all that we have earned.