Browsing Tag
401(k) Marketing
314 posts
401(k) Marketing refers to the marketing strategies and activities specifically designed to promote 401(k) retirement plans to both employers and employees. It encompasses a range of tactics aimed at increasing awareness, generating leads, and ultimately driving the adoption and participation in 401(k) plans.
Reviving Client Appreciation Gifts
Rebecca Hourihan says let's bring back the joy of giving, and in doing so, strengthen bonds with those who matter most—your clients
January 26, 2024
Lincoln Touts Shift from ‘Retirement Planning’ to ‘The Action Plan’
New campaign promoting "The Action Plan" seeks to reframe the way the financial category portrays 50+ and the life they want during retirement
January 17, 2024
Incentives Highlight Return of Transamerica ‘401(k)ares’ Campaign
Focused on middle market retirement business, renewed promotion to provide financial incentives through remainder of 2023
August 30, 2023
Prudential, PGIM Serving Up Retirement Planning at US Open
Prudential Financial announces sponsorship deal with rookie pro Ethan Quinn, making his pro debut in the main draw at the tennis major starting Monday
August 24, 2023
Retirement Advisor Marketing with Rebecca Hourihan
Join us as Rebecca Hourihan discusses 401k retirement advisor content marketing for retirement plan professionals using artificial intelligence.
June 26, 2023
ProNvest Rebrands as ‘Future Capital’
WealthTech provider facilitates advisor access to DC plan participant external assets
June 21, 2023
401(k) Business Growth: Understanding Generational Shifts
Rebecca Hourihan explains why understanding the communication preferences and content consumption habits of each generation is essential for retirement plan advisors
May 8, 2023
Why Financial Advisors Need Personal Branding: Sheri Fitts
Sheri Fitts talks about the need for and importance of personal branding among 401(k)-focused financial advisors.
May 8, 2023
Sheri Fitts Launches Personal Branding and Thought Leadership Conference
Inaugural SWAY | LIVE event for financial advisors set for August in San Diego
May 3, 2023
Corporate Roundup: OneAmerica Joins Retirement Advisor Council, Industry Hires
TIAA, Lincoln, and Nuveen all announce new hires, while OneAmerica joins the Retirement Advisor Council, and Lord Abbett expands its partnership with PCS Retirement
April 14, 2023