Sample Email Sequence

Financial Advisor Chamber of Commerce Emails - 401(k) Offering


Email #1

Dear [name],

As you may already know, company retirement plans are a real benefit to you as an employer. They offer your employees the ability to build wealth and plan for retirement while working, and can help you retain top talent.

But did you know that it's also important to make sure your plan is in compliance with all of the mandated regulations? If not, it could be costing you money in unnecessary fees and possibly put you and your company at risk without even knowing it.

At [Advisory Practice], we can help. As a Chamber member, we offer a complimentary Retirement Plan Analysis Review. This review can ensure that your plan is in compliance with the regulations, that the fees you are paying are fair and properly disclosed, and what possible improvements can be made.

If you would like to take advantage of this complimentary offer, please click this link.

Email #2

Dear [name],

As a business owner, you know the value of your employees. You want to do everything you can to make sure they're happy and productive, and that starts by offering them a competitive compensation and benefit package.

Did you know that one of the most effective ways to motivate your workers is by giving them an employee sponsored retirement plan. An employer-sponsored retirement savings allows employees to contribute pre-tax income into their accounts. The money in those accounts grows tax-deferred until it's withdrawn at retirement age.

A retirement plan offers employees the ability to build wealth as they work—and it offers them the opportunity to help those same employees prepare for retirement.

At [Advisory Practice], we specialize in helping business owners and plan sponsors understand all the nuances of this employee benefit by offering a FREE Retirement Plan Analysis Review for all Chamber members. This review will identify all of the explicit and implicit fees that you are paying, uncover the mandated responsibilities that you may not be aware of, and whether you are paying too much.

If you want to know more, please click this link.

Email #3

Dear [name],

Do you know whether your 401k is a benefit or a burden?

When it comes to the benefits you offer your employees, it's important to get them right. However, this can be complex and challenging because there are many factors to keep in mind, including diversification strategies, employee contribution options, participation levels, expense to the company, enrollment and education processes, and more. Having deficiencies in any of these areas can make the plan burdensome rather than beneficial.

Having a trusted partner to help you navigate the benefits landscape can help you balance your employee offerings and alleviate the pressure that's placed on you and your team.

[Advisory Practice] helps business leaders design employee benefit plans that optimize the benefit to both the organization and its employees. We evaluate current plan designs, costs, diversification, and compliance and compare them against peer-group and industry standards to help you create an easy-to-use, robust, and beneficial solution for your employees.

As a member of the Chamber, we'd like to offer you a 401(k) Retirement Plan Analysis Review. Now's the perfect time to take advantage of this. The review process only takes a few minutes of your time and requires only a few key pieces of information from you. Within two business days, we can provide a formal analysis to give you the information that you need to make prudent decisions regarding this wonderful company benefit.

Email #4

Dear [name],

As a plan sponsor or business owner, it's important to know the ins and outs of your employee sponsored retirement plan. You should be able to trust that the fees being paid are fair, that there aren't any compliance issues, and that you're getting a good value for what you're paying.

That's where our Retirement Plan Analysis Review comes in! This service uncovers hidden costs, compliance issues, and whether or not the fees being paid are fair or not.

We'll help you understand all of the intricacies of your employee sponsored retirement plan so that you can feel confident about what's going on behind-the-scenes.

As a member of the Chamber, [Advisory Practice] is offering a FREE Retirement Plan Analysis Review. The great philosopher Francis Bacon once said, "knowledge is power."

Contact us today!