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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.

Professional Branding

What does your brand say about you?

Retirement Plan Advisor

Third Party Administrator

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Has it been a while since you refreshed your marketing? 

 

Do you offer more services that your current marketing doesn't capture? 

Advisor examples could include 3(21) Co-Fiduciary, 3(38) Investment Manager, Participant Advice, et al

TPA examples including PPA Restatement, New Comparability, Cash Balance Plans, and more

 

Would it be nice to have professional content that you are proud to display?

LET'S SIMPLIFY AND WORK TOGETHER

 

By partnering with 401(k) Marketing you immediately gain three benefits:

 

  • More Time.  You are a successful retirement plan professional. You have a deep knowledge of investments, fiduciary responsibility, plan coherence, recordkeeping, plan design, compliance, and more.  Save time by partnering with a team of high quality professionals that will help you explain complex plan topics and develop high-quality professional content.

  • Brand Awareness.  We want you to be proud of your brand.  Together, we will create a fun and unique theme that represents your value proposition.  We will develop a marketing plan that champions your strengths. Your office is highly specialized and your value to your clients is sophisticated, let’s capitalize on your expertise of the retirement plan industry and inspire new client momentum.

  • Someone Who Understands.  Stop explaining your business!  Retirement plans are complex and the learning curve is steep, so partner with 401(k) Marketing because we understand your business.  Because it is our business!  

 

We look forward to speaking with you and developing your 401(k) retirement plan brand and/or your third party administrator influence! 

Let's setup a call and
get started today! 

Examples of professional branding include: 

  • Agendas

  • Biographies

  • Company Brochures

  • Enrollment Presentations

  • Factfinders

  • Finalists Presentations

  • Importance of Plan Design Brochure

  • Infographics

  • Institutional Service Calendars

  • Investment Committee Meeting Presentations

  • Participant Questionnaires

  • Pitchbooks

  • Plan Sponsor Overviews

  • Reasons to Partner with a TPA

  • RFP Templates

  • Videos and more