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A year of executive conversations,
not disconnected content.
RPM 2027 Editorial Calendar
2027 AT A GLANCE
12
Monthly Campaigns
1
Core Idea Per Month
8
Repurposed Deliverables
4
Audience Pathways
Each month is built around one business question, one hero asset, and one cohesive campaign that helps retirement plan advisors create meaningful conversations with prospects, clients, participants, and referral partners.
The 2027 campaign architecture
The production volume stays close to what your team already manages. The difference is that every deliverable originates from one campaign idea and drives toward one business conversation.
1
One executive question
The campaign begins with the questions an owner, HR director, or committee member is already asking.
2
One hero asset
An assessment, checklist, scorecard, workbook, or planning tool gives the advisor a concrete reason to reach out.
3
One content ecosystem
Articles, email, video, social, and participant education all reinforce the same message.
4
One advisor action
Every campaign includes talking points and a clear next step: call, meeting, review, referral, or committee discussion.
2027 monthly campaign calendar
Select a month to open the full campaign plan, including topics, asset structure, distribution, client/prospect positioning, and voting.
January
Retirement Plan Health Check
96
Is our retirement plan still healthy—and aligned with where our business is going?
Retirement Plan Health Assessment
7 core deliverables
April
Employer Tax Strategy
90
Are we overlooking retirement plan strategies that could improve tax efficiency and reward key people?
Employer Tax Strategy Worksheet
7 core deliverables
July
Midyear Plan Progress
95
What has improved this year—and where are we losing momentum?
Midyear Retirement Plan Report Card
7 core deliverables
October
Plan Design for Today's Workforce
97
Would we design our retirement plan the same way if we started today?
Plan Design Optimizer
7 core deliverables
February
Benefits That Help People Stay
88
Are our benefits helping us retain the employees we cannot afford to lose?
Benefits Competitiveness Scorecard
7 core deliverables
May
Value, Fees, and Benchmarking
86
Are we receiving appropriate value for what our retirement plan costs?
Plan Value Benchmark Checklist
7 core deliverables
August
AI, Technology, and Cyber Risk
91
Is our HR and retirement plan operation ready for AI-enabled work—and new digital risks?
HR and Retirement Technology Readiness Assessment
7 core deliverables
November
Year-End Readiness
94
Are we prepared for year-end—or setting HR up for a December fire drill?
Year-End Retirement Plan Action Checklist
7 core deliverables
March
Committee Effectiveness
93
Is our retirement plan committee actually effective—or simply meeting?
Committee Effectiveness Assessment
7 core deliverables
June
Employee Financial Readiness
92
Are our employees financially prepared—or simply enrolled?
Employee Financial Readiness Survey
7 core deliverables
September
Budget and Benefits Planning
89
What should we change before next year's benefits budget is finalized?
Retirement Benefits Budget Planner
7 core deliverables
December
2028 Strategic Priorities
90
What should our retirement plan accomplish next year?
Executive Retirement Plan Planning Workbook
7 core deliverables
How your team produces it
The campaign is built once, then adapted. Your writers, designers, and account team are not creating nine unrelated projects.
Content production workflow
1
Research the central issue
One research brief contains the data, pain points, compliance context, and advisor perspective.
2
Create the hero asset first
The assessment, scorecard, checklist, or workbook establishes the campaign structure and primary call to action.
3
Extract the articles
One authority article, one practical article, and one FAQ are drawn from the same research and framework.
4
Adapt for distribution
The video, emails, social posts, and advisor talking points use the same hooks, statistics, and recommendations.
Recommended monthly deliverables
A
1 hero asset
Rotates among assessment, scorecard, checklist, workbook, template, calculator, or report card.
B
3 articles
One flagship insight, one practical application, and one concise client FAQ.
C
1 short video + 1 participant piece
Video humanizes the campaign. Participant education preserves the existing employee value proposition.
D
Distribution kit
One adaptable email sequence, five social posts, and a one-page advisor conversation guide.
Asset | Primary Purpose | Prospect Use | Client Use | Referral Use | Team Efficiency |
|---|---|---|---|---|---|
Client content voting portal
The campaign is built once, then adapted. Your writers, designers, and account team are not creating nine unrelated projects.
What question did a client ask you this month?
Submit Question