It's a challenging financial market out there now. With decreasing assets and squeezed margins, investment companies are under pressure to deliver new assets while lowering costs. The retirement savings market could provide a rich source of new assets. Open investment menus give money managers more access than ever to Defined Contribution plans. The problem is, many investment-only firms lack the connections and sales support (internal or external) to penetrate and succeed in the retirement plan marketplace.
Jupiter Distribution Partners can be your direct line to new retirement assets. We help you enter the Defined Contribution market quickly and grow your business there. Focusing on phone and web-based marketing, we provide an instant sales team to get your funds listed on retirement plan menus and deliver assets directly to you on a monthly basis.
The old marketing model required bringing an internal sales force up to speed to navigate the 401(k) and Defined Contribution market. With Jupiter Distribution Partners, we handle key aspects of marketing and sales for you. By outsourcing the sales job to us, you increase your market penetration without taking on the cost of hiring new wholesalers. Through a single point of contact, you get sales, support, and a flow of new assets.
Jupiter Distribution Partners delivers the industry expertise that an internal sales team simply cannot match. We are specialists in the retirement field, with more than 30 years' combined experience in the Defined Contribution plan marketplace among our senior management team. We provide industry perspective. We connect you with the relationships you need to succeed, including record keepers, broker dealers, retirement advisors, and third-party administrators.
Get instant access to high-quality retirement advisors
Get your funds on recordkeeper platforms and recommended lists. Get professional advice on product and business development including share classes and revenue sharing; development of your internal resources; and PR/marketing.
Put the power of 401kExchange to work for you. Jupiter Distribution Partners helps you build practice management tools that can sell your products in an increasingly competitive market. Our strategic partnership with 401kExchange gives us exclusive inside access to their industry-leading web-based tools for:
- Prospecting, lead generation, and appointments
- Closing/sales support
- Client management and market intelligence
Our services connect you directly with the largest network of advisors through the 401kExchange Retirement Advisor Directory, which includes a core of 1,500 key advisors who are retirement-industry focused and can immediately begin matching your funds with qualified leads.
