WELCOME!

YOUR MARKETING JOURNEY BEGINS HERE

Retirement Plan Marketing is a content marketing portal specifically for the retirement plan advisor. It provides high-quality, relevant, and current plan sponsor facing content to get you noticed in your community and generate new retirement plan sales.

 

HAPPY MARKETING!

Access all of the Retirement Plan Marketing content in one place.

As a subscriber to RPM, 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.

Q4 2019 Theme:

FUTURE RETIREMENT PLAN TRENDS

CONTENT

Newsletter

 

Monthly Blog Articles

Direct Mailer

Plan Sponsor Guide

Participant Guide

Video

Supporting Email Templates

 

Supporting Social Media

Quarterly Marketing Calendar

Customize your content with your contact information, logos, and disclosures

Edit
Newsletter
  • Logo

  • Contact Information

  • About the Firm

  • Disclosures

Edit
Blog Articles
Edit
Infographics
Edit
Direct Mailer
Edit
Email Templates
  • Contact Information

  • Disclosures

  • Logo

  • Contact Information

  • Disclosures

  • Logo

  • Contact Information

  • Disclosures

  • Call-to-Action button links

  • Email Signatures

  • Additional information

Submit your customized content to your compliance department for approval

Submit all of your new customized content to your compliance department for approval before posting. If you are an LPL advisor, please view the tracking numbers as the quarterly content is pre-approved by compliance.

Post, send and share with your network! 

Now that all of your content is customized and approved by compliance, it's time to post! By following our quarterly marketing calendar, you will distribute all of the content strategically over the quarter.

 

With the help of your relationship manager, you can get started posting your content to your website, social media, and through email marketing. Below are some marketing automation tools we recommend using to help distribute your content:

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  • 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.