MEMBERSHIP OPTIONS
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 MEMBERSHIP
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 MEMBERSHIP
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 MEMBERSHIP
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 Memberships 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.