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

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

401(k) Marketing Customizes  + Manages All Your Quarterly Content

 

Website Updates, Weekly Social Media Posts + Email Marketing Campaigns

Bi-Weekly Metrics + Campaign Reporting

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

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:
 
  • Can I pay annually?
    Yes, we offer annual pricing that includes a 10% discount.

     

  • 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.

     

  • 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.

Don't worry too much, we have great working relationships with lots of compliance teams and are here to help!

  • Have other questions?

- Contact us anytime, we're here to help.

Additional Questions? 

Great, we're here to help. 
Fill out below and we'll contact you to connect.

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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.