Email
Social Post
Email
Social Post
Social Post
Email
Email
Social Post
Email
Social Post
Email
Social Post
Email
Social Post
Social Post
Email
Email 2
Subject line:
A one-stop resource to help you evaluate your retirement plan provider
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Email 5
Subject line:
The right retirement plan can help you grow your business
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Social Post 8
Post copy:
There have been significant changes in the retirement plan landscape thanks to the SECURE 2.0 Act.
As an employer, if understanding the provisions is overwhelming, the following overview helps to simplify how SECURE 2.0 provides new opportunities. There’s even a calculator to give you an idea of what your business could save with available tax credits.
Ready to launch a plan? Contact me to get started. Webpage link: SECURE 2.0 Resource Hub https://www.ascensus.com/what-we-think/secure-2-0/ Web calculator link: SECURE 2.0 Tax Credit Calculator https://www.ascensus.com/what-we-think/secure-2-0/tax-credit-calculator/
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Social Post 6
Post copy:
There are many reasons small businesses should consider adding a retirement plan to their benefits package this year. The following article mentions five. Here’s my favorite: With the right advisor and plan provider, it’s easier to launch a plan than you might think. Contact me if you’re ready to get started or even just for a quick discussion about ways I can help. Blog post: Top Five Reasons Small Businesses Should Start a 401(k) Plan This Year https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/top-five-reasons-small-businesses-should-start-a-401-k-plan-this-year/
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Social Post 3
Post copy:
It’s the elephant in the room for many retirement plan sponsors: Are your plan administration fees reasonable?
If you’re not totally sure or struggling with how your 401(k) fees are allocated, check out the following as a primer—and then contact me for ways we can structure your plan to meet your business goals and deliver better overall value for you and your employees.
Blog post: How to Know if Your 401(k) Fees are Reasonable https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/how-to-know-if-your-401-k-fees-are-reasonable/
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Email 1
Subject line:
Expect more from your retirement plan and provider
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Email 8
Subject line:
SECURE 2.0 makes it easier and more affordable to offer a retirement plan
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Email 6
Subject line:
The top 5 reasons you should start a retirement plan this year
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Social Post 1
Post copy:
Employers: Are you getting everything you deserve out of your current retirement plan?
If you’re thinking about making a change, check out what you should know when switching plan providers—and call or email me to review your plan for steps you can take to optimize it.
Blog post: What Plan Sponsors Need to Know About Changing Retirement Plan Providers https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/what-plan-sponsors-need-to-know-about-changing-retirement-plan-providers/
Download image
Social Post 4
Post copy:
As an employer sponsoring a retirement plan, engaging your employees in your plan is a smart move—both for their long-term financial security as well as for your business. But do you have a strategy in place?
Learn more about ways to engage employees throughout their plan journey and how to take your strategy to the next level. And then reach out to me for additional ideas that can optimize the value of your plan.
Blog post: Roadmap to Retirement Brochure https://www.retsupport.com/resources/pdfs/Roadmap-to-retirement-brochure.pdf
Download image
Email 7
Subject line:
Save on your business taxes by sponsoring a retirement plan
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Email 3
Subject line:
Are you confident your retirement plan fees are reasonable?
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Social Post 2
Post copy:
When evaluating your retirement plan provider, fees are an important consideration. But so are plan options, technology, administrative capabilities, and service, to name just a few more. Tap into the following resource as a starting point in your plan evaluation, and then let’s review your plan together for ways to optimize the value it provides you and your employees. Webpage link: How to Evaluate Retirement Plan Providers https://www.ascensus.com/resources/advisor-toolkit/how-to-assess-retirement-plan-providers-a-comprehensive-guide/
Download image
Social Post 7
Post copy:
Are you an employer looking for ways to save on your business taxes? Start a 401(k) plan.
If you weren’t aware of the tax advantages for you and your employees, the following article does a great job summarizing the benefits. And if the time is right to start a plan, contact me to explore your options.
Blog post: What Are the Tax Advantages of Sponsoring a Retirement Plan? https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/what-are-the-tax-advantages-of-sponsoring-a-retirement-plan/
Download image
Email 4
Subject line:
Ideas to help you improve employee engagement with your retirement plan
To add template content to email:
- Open downloaded .docx file
- Click Edit > Select All and Copy
- In body of new email, click Paste
Download file
Social Post 5
Post copy:
Employers: Offering a retirement plan is good for your recruitment and retention efforts—and it can put your employees on the path to a more secure financial future.
If you’re on the fence about offering a plan, the following article discusses how offering a plan can help you grow your business. When you’re ready to get started, contact me to explore your options.
Blog post: How Offering a Retirement Plan Can Help You Grow Your Business https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/how-offering-a-retirement-plan-can-help-you-grow-your-business/
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2012242-RET-Advisor Marketing Plan
Agency Ascensus
Created on December 13, 2024
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Email
Social Post
Email
Social Post
Social Post
Email
Email
Social Post
Email
Social Post
Email
Social Post
Email
Social Post
Social Post
Email
Email 2
Subject line:
A one-stop resource to help you evaluate your retirement plan provider
To add template content to email:
Download file
Email 5
Subject line:
The right retirement plan can help you grow your business
To add template content to email:
Download file
Social Post 8
Post copy:
There have been significant changes in the retirement plan landscape thanks to the SECURE 2.0 Act. As an employer, if understanding the provisions is overwhelming, the following overview helps to simplify how SECURE 2.0 provides new opportunities. There’s even a calculator to give you an idea of what your business could save with available tax credits. Ready to launch a plan? Contact me to get started. Webpage link: SECURE 2.0 Resource Hub https://www.ascensus.com/what-we-think/secure-2-0/ Web calculator link: SECURE 2.0 Tax Credit Calculator https://www.ascensus.com/what-we-think/secure-2-0/tax-credit-calculator/
Download image
Social Post 6
Post copy:
There are many reasons small businesses should consider adding a retirement plan to their benefits package this year. The following article mentions five. Here’s my favorite: With the right advisor and plan provider, it’s easier to launch a plan than you might think. Contact me if you’re ready to get started or even just for a quick discussion about ways I can help. Blog post: Top Five Reasons Small Businesses Should Start a 401(k) Plan This Year https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/top-five-reasons-small-businesses-should-start-a-401-k-plan-this-year/
Download image
Social Post 3
Post copy:
It’s the elephant in the room for many retirement plan sponsors: Are your plan administration fees reasonable? If you’re not totally sure or struggling with how your 401(k) fees are allocated, check out the following as a primer—and then contact me for ways we can structure your plan to meet your business goals and deliver better overall value for you and your employees. Blog post: How to Know if Your 401(k) Fees are Reasonable https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/how-to-know-if-your-401-k-fees-are-reasonable/
Download image
Email 1
Subject line:
Expect more from your retirement plan and provider
To add template content to email:
Download file
Email 8
Subject line:
SECURE 2.0 makes it easier and more affordable to offer a retirement plan
To add template content to email:
Download file
Email 6
Subject line:
The top 5 reasons you should start a retirement plan this year
To add template content to email:
Download file
Social Post 1
Post copy:
Employers: Are you getting everything you deserve out of your current retirement plan? If you’re thinking about making a change, check out what you should know when switching plan providers—and call or email me to review your plan for steps you can take to optimize it. Blog post: What Plan Sponsors Need to Know About Changing Retirement Plan Providers https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/what-plan-sponsors-need-to-know-about-changing-retirement-plan-providers/
Download image
Social Post 4
Post copy:
As an employer sponsoring a retirement plan, engaging your employees in your plan is a smart move—both for their long-term financial security as well as for your business. But do you have a strategy in place? Learn more about ways to engage employees throughout their plan journey and how to take your strategy to the next level. And then reach out to me for additional ideas that can optimize the value of your plan. Blog post: Roadmap to Retirement Brochure https://www.retsupport.com/resources/pdfs/Roadmap-to-retirement-brochure.pdf
Download image
Email 7
Subject line:
Save on your business taxes by sponsoring a retirement plan
To add template content to email:
Download file
Email 3
Subject line:
Are you confident your retirement plan fees are reasonable?
To add template content to email:
Download file
Social Post 2
Post copy:
When evaluating your retirement plan provider, fees are an important consideration. But so are plan options, technology, administrative capabilities, and service, to name just a few more. Tap into the following resource as a starting point in your plan evaluation, and then let’s review your plan together for ways to optimize the value it provides you and your employees. Webpage link: How to Evaluate Retirement Plan Providers https://www.ascensus.com/resources/advisor-toolkit/how-to-assess-retirement-plan-providers-a-comprehensive-guide/
Download image
Social Post 7
Post copy:
Are you an employer looking for ways to save on your business taxes? Start a 401(k) plan. If you weren’t aware of the tax advantages for you and your employees, the following article does a great job summarizing the benefits. And if the time is right to start a plan, contact me to explore your options. Blog post: What Are the Tax Advantages of Sponsoring a Retirement Plan? https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/what-are-the-tax-advantages-of-sponsoring-a-retirement-plan/
Download image
Email 4
Subject line:
Ideas to help you improve employee engagement with your retirement plan
To add template content to email:
Download file
Social Post 5
Post copy:
Employers: Offering a retirement plan is good for your recruitment and retention efforts—and it can put your employees on the path to a more secure financial future. If you’re on the fence about offering a plan, the following article discusses how offering a plan can help you grow your business. When you’re ready to get started, contact me to explore your options. Blog post: How Offering a Retirement Plan Can Help You Grow Your Business https://www.ascensus.com/resources/news-and-education/plan-sponsor-education/blog/how-offering-a-retirement-plan-can-help-you-grow-your-business/
Download image