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MEET THE 401(k) MARKETING LEADERSHIP TEAM

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Avid Listener, Dog Lover, Business Motivator + Proud ERISA Geek

Founder and CMO

We promote and market your specialized retirement plan office.

Rebecca is the founder and CMO of 401(k) Marketing, LLC in San Diego, CA. The firm helps retirement plan advisors market their expertise and build long-lasting brand awareness. The company was founded on the idea that retirement plan advisors are specialists and should promote their unique skill set. 

 

With over 15 years of retirement plan experience and an addiction to marketing, Rebecca is skilled at developing clear paths that are simple for plan sponsors, advisors and participants to understand. She is committed to company growth, advisor development and collaborative improvement. Her personality is naturally enthusiastic and she attracts fun, hard-working and ethical professionals.  

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She lives in San Diego with her family and their fur babies Lola and Rizer. Her hobbies include yoga, cooking, drinking wine, traveling and eating. 

Contact Rebecca

As a business owner,
we can either pay our office assistant to pretend to market or we can hire professionals who know how to market and grow our business.

Jonathan Nash

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About Rebecca
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Font Savant, Dog Lover + Competitive Athlete 

VP of Business Development

Let's have some fun and grow YOUR business today! 

Missy joined the 401(k) Marketing team in January of 2015 and as the company’s first employee, has been an integral part of growing the firm to where it is today. Armed with a passion to nurture and connect, she has helped many top advisors craft their unique value propositions, develop strong brand identities and create meaningful connections through a variety of marketing mediums.

 

She brings fresh ideas, a deep understanding of the retirement industry and a curiosity that drives her to explore new ways to enhance client relationships.

 

Missy enjoys an active lifestyle with her husband Dylan and pup Sadie, together they hike, travel and train. Missy is a competitive athlete, she has held state records for powerlifting and has recently started practicing the gentle art of folding clothes with people still in them: Brazilian Jiu-Jitsu.

 

Contact Missy

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About Missy
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Trader Joe's Lover, Obsessed with Crossfit, Prefers to Travel by Plane

Retirement Plan Marketing Manager

Automate what is important and create efficiencies.

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Sasha is the manager of 401(k) Marketing's advisor solution, Retirement Plan Marketing. She specializes in client success and helping advisors develop a scalable digital marketing strategy. She supports with content writing, campaign strategy and the 401(k) Marketing podcast.

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In her free time, Sasha is a gal on the go. When she isn't training at her Crossfit gym, she's out and about with her husband, friends and family trying out new restaurants, activities or traveling. She also loves Trader Joe's so if you ever need any snack recommendations, she's got you covered.

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Contact Sasha

About Sasha
We are a team of 12 professionals including graphic designers, compliance officers, writers and marketers.

We look forward to speaking with you and helping to grow your business!   

CONTACT US

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Get In Touch

Quicklinks

401(k) Marketing, LLC

501 W Broadway
Suite 1070

San Diego, CA 92101

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401(k) Marketing, LLC is not in the business of providing legal advice with respect to ERISA or any other applicable law. The materials and information do not constitute, and should not be relied upon as, legal advice. The materials are general in nature and intended for informational purposes only. All content, including any brochures or other materials designed for potential use with plan sponsors, fiduciaries, and plan participants, must be reviewed and approved by the compliance and legal department(s) of the Financial Professional and/or Third Party Administrators firm prior to any use to confirm that they meet the firm’s legal and compliance policies and standards. The Financial Professional, Third Party Administrator,  and his/her firm are solely responsible for the use of content and any materials included herein, and for ensuring that all services provided by the Financial Professional and Third Party Administrators conform to the firm’s legal and compliance policies and standards.

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