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CEFEX & 401(k) Marketing
ARE DEDICATED TO

PROMOTING
FIDUCIARY EXCELLENCE

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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.

Leverage CEFEX's relationship with 401(k) Marketing

CEFEX certified firms are eligible for a 20% discount on Retirement Plan Marketing memberships. 

CONTACT US

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Get In Touch

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401(k) Marketing, LLC

501 W Broadway
Suite 1070

San Diego, CA 92101

(619) 230 - 5464

Schedule time here

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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.

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Privacy and Refund Policy

California Consumer Privacy Act

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