Tools & Technology
NAPAFIRMPARTNERS
San Diego, CA • 401k-marketing.com
St. Paul, MN • alerusrb.com
401(k) Marketing
Alerus Retirement and Benefits
Key Contact(s)
Key Contact(s)
Rebecca Hourihan 619.230.5464 • rebecca@401k-marketing.com Missy Schoedel 619.230.5464 • missy@401k-marketing.com Sasha Cibrian 619.230.5464 • sasha@401k-marketing.com
Wade Dykema 952.253.1273 • wade.dykema@alerus.com
Firm Profile In Business Since: 2014 401(k) Marketing is the modern marketing agency for the retirement plan industry. We are proud to help clients share their stories through custom marketing engagements, business development, sales enablement materials, marketing campaigns, thought-leadership consulting, interactive workshops and speaking events.
Product / Service Category
Firm Profile In Business Since: 1944 Alerus Retirement and Benefits is a valued partner to employers, advisors and brokers who rely on our expertise and personal service to establish and manage successful retirement plan and benefit administration solutions. Alerus provides a suite of services covering retirement plans, financial wellness, health savings accounts, flexible spending accounts, health reimbursement arrangements, and COBRA. Alerus maintains a national presence, with offices in Minnesota, Michigan, New Hampshire and Arizona.
Product / Service Category Asset Allocation, Advice/Guidance, Administrative Services, Trustee/Custody, Consulting/Plan Design, Participant Communications, Lost Participants
Other
Product / Service Description
Product / Service Description
ONGOING DRIP CAMPAIGNS Engage and nurture clients and prospects with an effective communication strategy. Showcase your experience and grow your 401(k) business with engaging compliance-friendly business development campaigns. • Newsletters • Blog articles • Plan sponsor guides • Participant education • Videos • Social media & email campaigns
SmartPlan is designed to educate and engage employees from virtually any location, day or night. The system is a helpful interactive video-based system that walks participants through the enrollment process. In conjunction with our retirement administration services, Alerus assists you in increasing plan participation and participant understanding.
401(k) SALES MATERIAL Enhance your sales pitch and earn more business by highlighting your specialized retirement plan experience. • Firm brochures • Executive overview • Pitch deck • Factfinder • Service calendars • Education overview
Once logged in, participants can perform the following:
MY ALERUS is a comprehensive online financial hub for participants, with the ability to bring all of their current Alerus and outside accounts into one place. It’s included as part of our retirement plan offering. My Alerus is the landing page for the participant interface to their retirement account.
• Ensure they are saving for emergencies • Help them work toward retiring on-time • Assist them in managing their overall debt • Maximize the benefit of health savings • Be confident that their insurance coverage will protect them from unexpected events
ROBUST CONTENT LIBRARY Strengthen relationships with dynamic and engaging content. • Compliance calendar • Fiduciary best practices • Financial wellness • Employee education • Plan administration & design • Investment oversight 401(k) Marketing is the one-stop shop for retirement plan advisors, TPAs and industry partners.
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NAPABLACKBOOK2023