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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.

World-class

design

G R O U N D B R E A K E R 

1000 Target Market Prospects

 

 

Original Prospect List

Full Transparency

Territory Exclusivity

 

Theme-Driven Content

Marketing Strategy + Campaign Design

All Copywriting and Editing

All Design, Images, and Layout

 

Coordination

Theme Management

Compliance Edits and Revisions

 

Campaign-Driven Content

Quarterly Marketing Brochures

including:

 

4 Direct Mail Campaigns

Copy, layout, and printing

 

4 Plan Sponsor Webinars

12 Webinar Template Invitations

End-to-end coordination

 

4 Custom Written Blog Articles

Created content, edits, and images

 

4 LinkedIn Pulsed Social Media Posts

Coordination

 

4 Infographics

Copy, design, images, and compliance

 

Information on all 1000 Prospects through LinkedIn

Clean data and CRM integration

 

Professional Bookend Presentation

Copy, design, layout, and compliance

 

Branding Consultation

Turnkey Implementation

 

 

Over 1000 Hours of

Marketing Your Business

Professional Branding Package

Includes:

Company Brochure

(8 pages)

Pitchbook 

(up to 16 slides)

Institutional Service Calendar

(4 pages)

Plan Sponsor Overview 

(2 pages)

Factfinder

(4 pages)

 

Also includes: 

  • Professional copywriting

  • Copy-editing

  • Images

  • Design

  • Compliance Edits

  • Revisions + Feedback

 

Click for example

 

A-la-carte Menu

Retirement Plan Advisor

Third Party Administrator

 

 

Additional Marketing could include:

Enrollment Presentations

​Plan Sponsor Presentations

Infographics

Investment Committee Meeting Presentation

Finalists Presentation 

One page overviews

Template Agendas

Biographies 

Videos and More

G R O U N D B R E A K E R 

Professional Branding

Trailblazer 

2000 Target Market Prospects 

 

 

Original Prospect List

Full Transparency

Territory Exclusivity

 

Theme-Driven Content

Marketing Strategy + Campaign Design

All Copywriting and Editing

All Design, Images, and Layout

 

Coordination

Theme Management

Compliance Edits and Revisions

 

Campaign-Driven Content

Quarterly Marketing Brochures

including:

 

6 Direct Mail Campaigns

Copy, layout, and printing

 

4 Plan Sponsor Webinars

12 Webinar Template Invitations

End-to-end coordination

 

6 Custom Written Blog Articles

Created content, edits, and images

 

6 LinkedIn Pulsed Social Media Posts

Coordination

 

6 Infographics

Copy, design, images, and compliance

 

52 Social Media Title Posts

Find curated content, copy, and compliance

 

Information on all 2000 Prospects through LinkedIn

Clean data and CRM integration

 

Professional Bookend Presentation

Copy, design, layout, and compliance

 

Branding Consultation

Turnkey Implementation

 

 

Over 2000 Hours of

Marketing Your Business

T r a i l b l a z e r