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TOOLS & TECHNOLOGY

NAPA FIRM PARTNERS

401KPLANS.COM

401(K)

LLC

MARKETING SAN DIEGO, CA • 401K-MARKETING.COM

NAPLES, FL • 401KPLANS.COM

KEY CONTACTS

KEY CONTACTS

FIRM PROFILE

401kplans.com C is a small business retirement plan digital marketplace. The application reduces the amount o time or a financial advisor to per orm due diligence rom many hours or days to ust a e minutes. Other important eatures o the so t are is as ollo s • 401 k plan prospecting • enchmarking total cost o the plan • Issue and manage the proposal process • Documenting the fiduciary due diligence process

cott Buffington • 781.336.7436 • sbu fington 401kplans.com

Rebecca Hourihan • 401.400.3199 • rebecca@401k-marketing.com Missy Schoedel • 401.400.3199 • missy@401k-marketing.com

FIRM PROFILE

401 k Marketing is a niche branding and marketing agency specifically or retirement plan e perts, T s, and industry partners. We partner ith industry leaders to enhance their retirement plan materials through content development, copy riting, and customi ed design. ltimately, e strive to pro essionali e, spotlight and highlight our clients as the go to retirement plan pro essionals ithin their target market. We eel that the retirement plan industry is comple and technical, ho ever, this is our sole ocus. Our clients don t have to e plain their business because it is also our business.

IN BUSINESS SINCE

2016

IN BUSINESS SINCE

PRODUCT/SERVICE CATEGORY

2014

Consulting lan Design, o t are

PRODUCT/SERVICE CATEGORY

PRODUCT/SERVICE DESCRIPTION

Other

PRODUCT/SERVICE DESCRIPTION

Our clients include retirement plan advisory firms, broker dealers, asset managers, recordkeepers, industry product partners, financial ellness firms, and T s. Our engagements range rom marketing consultations to ull service implementation. gency pro ects have included strategy, brand development, mission statements, brochures, presentations, ebsites, institutional service calendars, actfinders, case studies, O, display ads, email campaigns, landing pages, elcome kits, and much much more. or our clients, e create marketing materials that strengthen their business oundation, magni y their in uence, and gain authority as retirement plan e perts. dditionally, e sa a need in the marketplace or speciali ed 401 k content marketing. Too many times e heard advisors say that they can t find quality retirement plan marketing. Which is hy, to help more retirement plan advisors promote their e perience, e created etirement lan Marketing. It is a content marketing program specifically or retirement plan advisors. It is an easy to ollo , consistent marketing program designed to get the advisor noticed in their community and generate ne retirement plan sales. We keep the content resh by delivering ne ideas every quarter ith relevant and timely in ormation. etirement plan marketing content includes Monthly log rticles, Daily ocial Media osts, ideos, Direct Mailers, e sletters, In ographics, mail Campaigns, tep by tep Marketing Calendar, Ongoing upport, and O Content Materials. ll o the materials are designed to help advisors market their retirement plan services intelligently, so they can reach more plan sponsor prospects and gain more 401 k clients.

124 NAPA BLACK BOOK

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2018

11/27/18 9:51 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.