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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.
SAMPLES
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:
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Newsletters
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Monthly blog articles
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Direct mailers
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Plan sponsor guides
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Participant guides
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Videos
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Supporting email templates
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Supporting social media
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Quarterly marketing calendar
TO GET STARTED >>
Become a
Member
Customize
Submit to Compliance
*Pre-approved with many broker/dealers and RIAs
Post, Send and Share
COMPLIANCE APPROVAL
PRICING
Select the subscription level that is right for you
CONTENT MARKETING Membership
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 setup and execution of your marketing campaigns.
ACCOUNT MANAGED
Membership
All of the benefits of the content marketing membership PLUS all content custom branded to your firm.
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.