MEET THE 401(k) MARKETING LEADERSHIP TEAM
AND CONTINUOUSLY CHALLENGING OUR COMFORT ZONE
2016 LAUNCHED RETIREMENT PLAN MARKETING MEMBERSHIP
2015 AFFINITY PARTNERSHIP WITH TD AMERITRADE
2017 NATIONAL KEYNOTE SPEAKING TOUR
2021 STARTED PODCAST
2023 LAUNCHED WEALTH MANAGEMENT AND RETIREMENT COUNTDOWN SERIES
Avid Listener, Dog Lover, Business Motivator + Proud ERISA Geek
Founder and CMO
We promote and market your specialized retirement plan office.
Rebecca is the founder and CMO of 401(k) Marketing, LLC in San Diego, CA. The firm helps retirement plan advisors market their expertise and build long-lasting brand awareness. The company was founded on the idea that retirement plan advisors are specialists and should promote their unique skill set.
With over 15 years of retirement plan experience and an addiction to marketing, Rebecca is skilled at developing clear paths that are simple for plan sponsors, advisors and participants to understand. She is committed to company growth, advisor development and collaborative improvement. Her personality is naturally enthusiastic and she attracts fun, hard-working and ethical professionals.
She lives in San Diego with her family and their fur babies Lola and Rizer. Her hobbies include yoga, cooking, drinking wine, traveling and eating.
As a business owner,
we can either pay our office assistant to pretend to market or we can hire professionals who know how to market and grow our business.
Let's have some fun and grow YOUR business today!
Missy joined the 401(k) Marketing team in January of 2015 and as the company’s first employee, has been an integral part of growing the firm to where it is today. Armed with a passion to nurture and connect, she has helped many top advisors craft their unique value propositions, develop strong brand identities and create meaningful connections through a variety of marketing mediums.
She brings fresh ideas, a deep understanding of the retirement industry and a curiosity that drives her to explore new ways to enhance client relationships.
Missy enjoys an active lifestyle with her husband Dylan and pup Sadie, together they hike, travel and train. Missy is a competitive athlete, she has held state records for powerlifting and has recently started practicing the gentle art of folding clothes with people still in them: Brazilian Jiu-Jitsu.
Trader Joe's Lover, Obsessed with Crossfit, Prefers to Travel by Plane
Retirement Plan Marketing Manager
Automate what is important and create efficiencies.
Sasha is the manager of 401(k) Marketing's advisor solution, Retirement Plan Marketing. She specializes in client success and helping advisors develop a scalable digital marketing strategy. She supports with content writing, campaign strategy and the 401(k) Marketing podcast.
In her free time, Sasha is a gal on the go. When she isn't training at her Crossfit gym, she's out and about with her fiance, friends and family trying out new restaurants, activities or traveling. She also loves Trader Joe's so if you ever need any snack recommendations, she's got you covered.