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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.

Chris Barlow

401(k) Sales Champion

ERISApedia.com provides retirement plan professionals with a product suite of compliance and business development tools. The compliance tools provide users with easy access to compliance information and important retirement industry materials.

 

The business development resources include tools for finding and filtering plan sponsor data from Form 5500 filings and their attachments.  We also include professional website and client communication materials.

 

With a platform that combines search tools and a user-friendly interface, ERISApedia.com provides tools for our customers to get answers and win clients.

Resources for professional retirement plan advisors 

Prospecting ideas, business development tools, marketing support, and financial literacy training

At Retirement Plan Marketing, we help financial advisors market to plan sponsors, so you can increase your retirement plan business.

 

We have created an easy to follow consistent marketing program designed to get you noticed in your community and generate awareness. The dynamic content includes social media posts, presentations, newsletters, direct mailers, blog articles, and all 401(k) prospecting materials are compliance friendly!

Studies show that financial literacy is a topic that is becoming more important with plan participants and plan sponsors.  However, advisors are having difficulty finding the right strategy to deliver.  Financial Literacy Toolbox was designed by an advisor who has used the tools and strategies successfully within his organization. 

 

These tools are effective in 1) helping advisors make better connections with  plan participants and 2) uncovering opportunities for new assets.  To find out more about this comprehensive virtual resource, contact: 

 

Mark Singer CFP®,

Advisor, Author and Founder

Email at mark@financialliteracytoolbox.com 

Website at www.finanicalliteracytoolbox.com.

We make retirement plan marketing look and feel easy.  

Contact us to learn more!