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Content marketing for retirement plan advisors





What We Do


We create ongoing 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 ongoing 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, ongoing 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