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.

G R O U N D B R E A K E R 


We believe intelligent marketing is an evergreen cycle that starts by breaking fresh ground.


Specifically ideal for unearthing new relationships and cultivating a grassroots campaign in your defined target market.

Groundbreaker quarterly marketing campaigns include:

Direct Mail

70% of Americans say mail is more personal than the internet.1


Direct mail advertising gives a business a 13 to 1 return on investment.2


Mail is placed where it’s seen and used and that it moves from room to room, allowing consumers to read it at their convenience.3

Thought Leadership Blog Articles

91% of adults keep their phone within arm’s length at all times.4


Share custom written and thought provoking  content to create an audience of influence within your social network. 


New content shows that your business is active, and at the same time, increases your websites SEO ranking.

1 and 2. "Why Print?" Cohber Marketing Solutions. http://www.cohber.net/#!offset-print/ca5m

3. "Mail Connects in Ways Other Media Can’t Match." United States Postal Service. http://www.pb.com/docs/US/pdf/Microsite/Nonprofit/ed_np_getyourmailopened_05MailMoment.pdf

4. Conner, Cheryl. “Fifty Essential Mobile Marketing Facts.” Forbes. November 12, 2013. http://www.forbes.com/sites/cherylsnappconner/2013/11/12/fifty-essential-mobile-marketing-facts/

Outreach Prospecting

One-to-one marketing to build brand-loyalty for the future.


Reach a large target market quickly, thus, allowing you to qualify and "disqualify" prospects in a matter of seconds.


Gain discovery information from prospects and gatekeepers and relay your valuable information.

Plan Sponsor Webinar

In an over saturated market, standing out from the competition is extremely important.


Webinars allow a business to build-up their image as experts in their field and show they are the “go-to” team for industry related issues.


Capture additional sales leads from the registrated attendees and convert warm leads into new clients.

Custom Content

Professional copy-writing



Sourced images




Compliance edits

B/D and RIA coordination

Revisions + Feedback

Find the Right Clients

We dynamically advertise your business to 1000+ plan sponsor prospects through thoughtful campaigns and a strategic marketing plan. We do this through: 

  • Direct Marketing

  • Call Campaigns

  • Social Media

  • Smart Technology Intergration

  • Pipeline Management

  • SEO

The goal is full brand immersion and awareness of your retirement plan expertise. 

Reach Your Audience 

Whether your target clients are small business owners or Fortune 500 companies, we will market your offering to your identified prospects. 

  • Identify marketplace

  • Source plan information

  • Build prospect pipeline

  • On-going cleansing of data 

  • Social integration

  • Building your brand with the right contacts

We leverage technology, a repeatable process, and the human connection to find the right people at your ideal companies and bring your brand to their doorsteps.