Each quarter has a specific theme with thoughtfully curated topics developed to engage one of 4 identified plan sponsor personas: the business owner, the CFO, the HR director or the dedicated fiduciary. These topics ranging from fiduciary plan governance, financial wellness, plan design, plan administration, future retirement plan trends, cybersecurity and more. You can request an editorial calendar for this year from a relationship manager.

Retirement Plan Marketing content is the definition of compliance-friendly! All content available in the portal has been written and reviewed using our internal compliance process which includes analysis by a Series 24 licensed compliance reviewer and is ready for most broker/dealers and RIAs. Our content is pre-approved with LPL and is very well known with broker dealers such as Kestra, Triad, Cambridge, Cetera, and more.

All designed materials are delivered as editable PDFs and come with fillable fields for your logo, contact information and disclosures. Everything in the content copy except the 401(k) Marketing copyright is editable, just don't forget to re-submit it to compliance if you choose to edit anything.

Managed clients will have the ongoing content rebranded to reflect their brand guidelines.

New and fresh content is provided on a quarterly basis, no matter which membership you choose, you will have access to new marketing content at the start of Q1, Q2, Q3 & Q4. Accessible within the portal as Ongoing Digital Content.

Pro and Managed clients receive access to the Content Library which is loaded with over 100 pieces of content.

Retirement Plan Marketing takes the guess work out of promoting your business. Your membership comes with a digital marketing strategy that guides you through sharing the content on your website blog, social media and email marketing efforts. If you would like additional guidance on dates and times to share, your relationship manager is available to help!

Marketing is a dynamic process and there are many ways to share and promote content. The Retirement Plan Marketing strategy considers compliance rules and recommendations, and we are happy to explore new options as they become available!

The time committed to this program is entirely up to you! We recommend implementing all of the ongoing content which can be set up and automated in the beginning of every quarter. The Retirement Plan Marketing process is designed to give you time back into your schedule, not the opposite. Your relationship manager will help you create a streamlined process to implement the content in a time efficient way.