SUBSCRIPTION PLANS
Retirement Plan Marketing has the right option for every Advisor's office.
Upgrade to Premium and get even more!
ACCESS
$549
/month
10% OFF Annual Purchase
CONTENT SUBSCRIPTION
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Full Access to RPM's Content Portal:
Quarterly + Bonus Content
Customize Your Content:
Firm's Logo, Contact Information
+ Disclosures
​
Relationship Manager +
Ongoing Support
SCALE*
ACCOUNT MANAGED SUBSCRIPTION
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401(k) Marketing Customizes + Manages All Your Quarterly Content
Website Updates, Weekly Social Media Posts + Email Marketing Campaigns
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Bi-Weekly Metrics + Campaign Reporting
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Quarterly Content Designed within your Firms Brand Standards
Compliance Submission + Approval
Posted + Shared by 401(k) Marketing
Full Access to RPM's Content Portal:
Quarterly + Bonus Content
​
Relationship Manager +
Premium Support
​
​
$1500
/month
10% OFF Annual Purchase
GROW
CUSTOM BRANDED SUBSCRIPTION
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401(k) Marketing Customizes All Quarterly Content in your Firm's Brand Standards
​
Content is Packaged + Delivered
to you Quarterly by 401(k) Marketing
Full Access to RPM's Content Portal:
Quarterly + Bonus Content
​
Relationship Manager +
Pro Support
$899
/month
10% OFF Annual Purchase
*At this time, PREMIUM RPM is only available
for offices with pre-approved Broker/Dealers
All Retirement Plan Marketing Subscriptions Include:
Quarterly Refreshed
Skillfully Designed
Marketing Content
Personalized Walk-Thru with your Relationship Manager
+ On-Going Support
Engagement Campaigns Totaling Over 300 Client Touches per Quarter
Need help selecting a plan?
Frequently Asked Questions:
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Can I pay annually?
Yes, we offer annual pricing that includes a 10% discount.
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I have questions regarding my firm's needs, can I discuss a plan custom-tailored to my firm?
Yes, we can tailor a package to meet you and your firm's needs. We have a service firm as well as our content packages.
Set up a call with us today to discuss your options and which package would work best.
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What about compliance?
- For LPL advisors, our content is pre-approved.
- For advisors with Cambridge and The Advisor Group, we are working with your home offices to gain compliance pre-approval.
- For other firms, yes, all content will need to be submitted to your compliance department. However, all content is editable and we can support you and your team with updates.
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Don't worry too much, we have great working relationships with lots of compliance teams and are here to help!
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Have other questions?
- Contact us anytime, we're here to help.
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Additional Questions?
Great, we're here to help.
Fill out below and we'll contact you to connect.