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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

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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.

AWARENESS

GROW YOUR BUSINESS 

Intelligently reach more plan sponsor prospects with an
easy-to-implement marketing plan and
professional content.

CONTENT

Immediately access digital, email, and printer-friendly content that can be easily branded for your office.

Immediately access digital, email, and printer-friendly content that can be easily branded for your office.

Increase Your 401(k) Business & 
Influence with
Retirement Plan Marketing

Break through the noise to help you become known as the go-to retirement plan advisor within your plan sponsor community.

Amplify your voice.  Intelligently reach more plan sponsor prospects with an easy-to-implement marketing plan and professional content.

We create and deliver dynamic content for you to promote your retirement plan business to the fullest and become known as the authority within your community.

Our Process >>

Become a member
Submit to compliance

*Pre-approved with many broker/dealers and RIAs

Post, send and share 
TO GET STARTED
Customize

Be everywhere your plan
sponsor prospects are!

With high-quality, relevant, and current content 

Contact us to learn more! 

As an advisor...

Do you lack time to grow your
presence on social media?
 

Wish you had an easy process to share relevant content?
 

Want a way to drive more traffic
to your website?
 

Would you like to grow your 401(k)
book of business with a competent
marketing strategy?
Retirement Plan Marketing (RPM) is a content marketing program designed specifically and strategically for retirement plan advisors.
Immediately access marketing tools and resources to strengthen your referral network, manage a consistent pipeline, and grow your 401(k) business.

We have created an easy to follow consistent marketing program designed to get you noticed in your community and generate awareness. 

AWARENESS  

Content Marketing 

Quarterly content includes:
  • Newsletters

  • Monthly Blog Articles​

  • Direct Mailer​s

  • Plan Sponsor Guide​s

  • Participant Guide​s

  • Video​s

  • Supporting Email Templates

  • Supporting Social Media​

  • Quarterly Marketing Calendar

Newsletters engage your target market with quality information to keep you top of mind until they are ready to become a client.

Sponsor Guides can increase your search marketing results. They position you as an expert in your field.

Make it easier for prospects to find your website and help develop your reputation as a trusted industry professional.

Participant guides  can make your content more digestible and easy to understand.

Postcards are versatile, they can be personalized and highly targeted.

Videos entertain, educate, and inform. An effective video can build trust with prospects.

COMPLIANCE APPROVAL 

PRICING

Select the Subscription level that is right for you 

CONTENT MARKETING SUBSCRIPTION

You receive access to a resource library of content marketing materials. The retirement plan content is ideal to include on your company website, social media, email marketing efforts, mail, and print.
 

Each quarter, we add new content that is topical for retirement plan decision makers. This keeps your message fresh and up to date.

Editable materials.
Ability to update content with your contact information, logos, and disclosures.

 

Quarterly marketing calendar.
Clearly outlines distribution channels and easy to follow dates.

 

Designated relationship manager.
Ongoing support with set-up and execution of your marketing campaigns.

CUSTOM BRANDED SUBSCRIPTION

All of the benefits of the Content Marketing Subscription PLUS:

Quarterly marketing materials are created in YOUR brand likeness. From colors, fonts, imagery, logo and brand guidelines. All materials look like your office and feel like your brand.

Branded materials.
Quarterly retirement plan marketing materials that are in your brand likeness.

Access to Retirement Plan Marketing.
Robust resource library of marketing materials, specific to retirement plans.

Designated relationship manager.
Ongoing support with set-up and execution of your marketing campaigns. 

ACCOUNT MANAGED
SUBSCRIPTION

All of the benefits of the Custom
Branded Subscription PLUS:

Boost your marketing distribution with our help! 401(k) Marketing manages your quarterly content including your website, social media, and email marketing efforts. All the while, we’ll track, record, and report your marketing activities.

 

Complete campaign implementation.
Your dedicated Relationship Manager will implement your ongoing marketing campaign. That includes monthly blog articles, daily social media, email marketing efforts and much more.

Weekly reporting.
Your dedicated Relationship Manager provides weekly reports of marketing metrics.

Developed to keep you
top of mind!