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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

2000 Target Market Prospects

Marketing Strategy

Campaign Design

Theme Management

6 Direct Mail Campaigns

390 Hours Outbound Calling Campaigns

4 Plan Sponsor Webinars

2000 Connected to LinkedIn

52 Social Media Title Posts

6 Blog Posts

6 Social Media Posts

6 Infographics

Branding Consultation

Turnkey Implementation

Cohesive Theme

Over 2000 Hours

Marketing Your Business

T r a i l b l a z e r 

1000 Target Market Prospects

Marketing Strategy

Campaign Design

Theme Management

4 Direct Mail Campaigns

130 Hours Outbound Calling Campaigns

4 Plan Sponsor Webinars

1000 Connected to LinkedIn

4 Blog Posts

4 Social Media Posts

4 Infographics

Branding Consultation

Turnkey Implementation

Cohesive Theme

Over 1000 Hours of

Marketing Your Business

Starter Package 

Includes:

  • Company Brochure

  • Plan Sponsor Overview 

  • Factfinder

  • Pitchbook

  • Template Agenda

 

Intermediate Pacakge 

Includes:

  • Starter Package

  • Institutional Service Calendar 

  • Investment Commitee Meeting Presentation

  • Finalists Presentation 

  • Template Agendas

  • Biographies 

 

Additional Marketing could include:

  • Enrollment Presentations

  • ​Plan Sponsor Presentations

  • Infographics

  • Videos and More

G R O U N D B R E A K E R