AWARENESS

GROW YOUR BUSINESS 

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

CONTENT

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:
  • 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

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

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Sponsor guides can increase your search marketing results by positioning you as an expert in your field.

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

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

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Postcards are versatile - they can be personalized and highly targeted. Inboxes are full but direct mail is a great way to keep in touch with your prospects.

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

TO GET STARTED >>
process image.jpg
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.

Developed to keep you
top of mind!