Now is Your Time to Shine

Updated: Sep 21


Marketing Your Retirement Plan Business in our New World


2020 has been quite the whirlwind. With each passing month, we continue to see new measures, challenges and enhancements that consistently push us farther into a New World.


It is inspiring to see how resilient people and businesses are and how quickly we have learned to adapt.


Additionally, we are witnessing a profound impact on the environment, healthcare advancements, digital technology, consumer behavior, and the retirement industry which will likely affect our lives for years to come. It has also been a reminder that in order to support clients and attract new prospects, our businesses need to adapt.


The New Table Stakes

Over the last few months, we’ve seen how important, powerful, and effective it is to communicate digitally. From social media to email correspondence to video conferencing, we have all embraced technology to stay in front of your clients, prospects, and centers of influence.


While plan sponsors have been quietly using the internet to research service providers for over a decade, social distancing has made the need for a strong digital presence abundantly clear. Your website and social media profile are likely a prospect’s first impression of you and your firm.


Is your “digital” first impression strong enough to portray your professionalism and passion for the retirement plan industry? Or, does it cause a plan sponsor prospect to “x” out of the site, questioning your ability to securely and effectively manage their plan?


Let’s look at a few proactive marketing ideas that you can use to enhance your digital presence, build stronger relationships and grow your firm.


Let’s Get Social

One huge marketing lesson that may be taken from our recent quarantine time is that social media is no longer optional: it is required.


A professional-looking LinkedIn profile goes a long way. Three ways to immediately enhance your profile include:

  • Use an accurate profile picture (less than three years old)

  • Add a banner image (easily show people more about you)

  • Properly link your companies in the experience section (no gray boxes)

However, looking professional is only the first step. For social media to work, you have to join the conversation - you have to be social. This means publishing regular content, liking, commenting, sharing and even joining groups.


If you have not explored LinkedIn’s article publishing platform, it is a very powerful tool to build your reputation as a thought-leader.


Eye Catching Materials

With national competition compounding, only the best will thrive. We live in a visual world. When new prospects are evaluating your firm, they want to be impressed, and great design is no longer “nice to have”: it’s a necessity.


According to a study, consistent branding leads to a 23% increase in revenue.


Your marketing materials needs to excite and impress. As new prospects browse your website, you want them to fill out your contact form, download your gated content, opt-in for your value-add automated email sequence, and voluntarily enter your pipeline funnel.


Without capturing, optimizing, and maximizing the prospect experience, they will get lost in the digital sea.


Drip Marketing

Our industry normally has a 14-month sales cycle. With over a year between prospect introduction to new client signing, it is important to build a pipeline that you contact regularly – and we’re not talking cold calls.


One way that retirement plan advisors can communicate consistently is through email marketing.


With plan sponsor specific campaigns, you can build top-of-the-funnel brand awareness and boost engagement. Automated email campaigns can increase your efficiency, creating more frequent touch-points, keeping you top of mind with your prospects, and lead them farther down the sales funnel.


Send drip content that adds value. Use your touch-points to educate your prospects on retirement plan topics that will make them better fiduciaries, demonstrate your knowledge, reinforce how you will service them, and solidify the fact that you are a 401(k) expert. Your communication will strengthen your relationship and remind them why they should hire you.


Embracing the Future

In this New World, now is your time to shine! By enhancing your online presence and embracing modern marketing campaigns, you will be raising your business up to the new level of table stakes.


Follow these tips to have plan sponsors recognize you online, have confidence in your experience, and seek you out as their trusted retirement plan expert.


Thanks for reading and Happy Marketing!





[1] “Corporate identity and branding trends: 2020’s forecast” Templafy. Nov 2019 About 401(k) Marketing

We believe the retirement plan industry can do better. Our clients are the best professional retirement plan advisors and TPAs in the business. They care deeply about saving America’s retirement future. We are proud to share their voices through industry writings, professionally-designed marketing materials (including websites), and expert content collateral. We lend support by promoting businesses through ongoing awareness campaigns. www.401k-marketing.com

About Retirement Plan Marketing

Retirement Plan Marketing is a product of 401(k) Marketing and is an ongoing turnkey marketing solution for retirement plan advisors. It is an easy-to-follow, consistent marketing program designed to get you noticed in your community and generate new retirement plan sales. When you deliver relevant plan sponsor content, you add value to your conversations and can work your way up to become known as the “go-to” retirement plan advisory office. www.retirementplanmarketinginabox.com

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We are passionate about marketing successful retirement plan advisors and TPAs.

401(k) Marketing

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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.