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Content marketing for retirement plan advisors





What We Do

We create quarterly content for retirement plan advisors to market to their plan sponsor prospects and clients.


How It Looks

Advisors receive quarterly awareness campaigns that include newsletters, blog articles, infographics, videos, email campaigns, social media campaigns and more.


Start Today

Whether you like to do it yourself or have someone do it for you, we have memberships for every type of advisor. Our team of professional account managers are here to help.


Set up a call today.

Access all Retirement Plan Marketing content in one place.

As an RPM member, you receive new content every quarter to promote your retirement plan business. Each quarter has a specific theme so you have a consistent flow of best practices to distribute to your clients and prospects.


As hands-on or hands-off as you'd like to be, we have a membership for you!


  • Our beautifully designed content with easy to use, fillable fields, just click add your firm logo, contact info and disclosures.


  • Custom designed to your firms brand standards, matching any and all other current marketing efforts, essentially, we make it look like you!


  • Our third membership includes custom branded content as well as a relationship manager that supports, submits, posts and manages all your content from beginning to publish.  



Retirement Plan Marketing creates compliance friendly content!

  • Quickly and easily customize your quarterly content and submit to your internal compliance officer or system in place.

  • Receive your custom designed content from us and submit to your internal compliance officer or system in place.

  • Have your custom designed content submitted to your internal compliance officer or system by your RPM account manager.


Post + Share

Let's get you marketing by sharing your fresh, quarterly content with your network!

  • Following our quarterly marketing calendar to strategically distribute your content throughout the quarter.

  • Custom branded content from Retirement Plan Marketing reaches your network with these easy to follow steps.

  • Your account manager will post and share to your networks, setup and manage your email campaigns and schedule social media on your behalf!zed 




  • LinkedIn | Follow 401(k) Marketing
  • Twitter | Follow 401(k) Marketing
  • YouTube | Follow 401(k) Marketing
  • Facebook | Follow 401(k) Marketing

About Us

Meet the Team

All materials and content, including any brochures, blog articles, newsletters, infographics, presentations, 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.