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THE FIDUCIARY COMMUNITY
Leverage the CEFEX relationship with 401(k) Marketing to access marketing programs that are designed for retirement plan advisors and TPAs that speak to plan sponsors and participants.
CEFEX MARKETING SUPPORT
Complimentary
The CEFEX marketing portal contains dozens of collateral pieces you can pick up and use right away.
Take it a step further by customizing CEFEX materials with your firm's logo. Get help from a CEFEX representative who can help suggest and approve changes to the pre-designed and written templates to better distinguish your firm and tell your fiduciary story.
401(k) MARKETING SUPPORT
Add-on Resource
Business development campaigns to attract the right 401(k) decision makers.
Retirement Plan Marketing (RPM) is a strategy driven content marketing solution for retirement plan advisors.
It provides digital content and sales materials with an effective marketing process specifically designed to help retirement plan professionals generate awareness, streamline sales opportunities and earn more 401(k) business.