Insights

Strategic Partnerships Potential sales opportunities through ongoing and new partnerships with financial services firms and asset managers that have engaged or shown interest in 401k advisory platforms, including recent collaborations with Parros Financial Group, Vanguard, Capital Group, and Income America initiatives.

Industry News Reach Leverage the publication's role as a trusted source of retirement industry insights to offer sponsored content, thought leadership programs, and targeted advertising to reach financial advisors, plan sponsors, and recordkeepers engaged with 401(k) trends and regulatory updates.

Technology Enablement Pitch complementary tech offerings or integrations aligned with the site's stack (DFP, tracking pixels, WordPress cache) to optimize content distribution, analytics, and user engagement for clients looking to measure impact of retirement-focused campaigns.

Audience Monetization Target opportunities around consulting, compliance, and product solutions that help retirement plan advisors improve outcomes, given the audience size (11-50 employees at the publisher) and revenue bracket, indicating a niche but engaged B2B readership.

Growth Signals Capitalize on recent news of partnerships and product launches like Income America and collaborations with major fund families to position offerings that support in-plan lifetime income guarantees, retirement education, and sponsor programs for advisor networks.

401(k) Specialist Tech Stack

401(k) Specialist uses 8 technology products and services including Broadstreet, Microsoft Clarity, iCIMS, and more. Explore 401(k) Specialist's tech stack below.

  • Broadstreet
    Advertising
  • Microsoft Clarity
    Analytics
  • iCIMS
    Applicant Tracking Systems
  • Varnish
    Caching
  • WordPress Super Cache
    Caching
  • Underscore.js
    Javascript Libraries
  • Cloudflare Bot Management
    Security
  • Google Tag Manager
    Tag Management

401(k) Specialist's Email Address Formats

401(k) Specialist uses at least 1 format(s):
401(k) Specialist Email FormatsExamplePercentage
FLast@401kspecialistmag.comJDoe@401kspecialistmag.com
100%

Frequently Asked Questions

What is 401(k) Specialist's official website and social media links?

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401(k) Specialist's official website is 401kspecialistmag.com and has social profiles on LinkedIn.

How much revenue does 401(k) Specialist generate?

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As of July 2026, 401(k) Specialist's annual revenue is estimated to be $1M - $10M.

What is 401(k) Specialist's NAICS code?

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401(k) Specialist's NAICS code is 52 - Finance and Insurance.

How many employees does 401(k) Specialist have currently?

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As of July 2026, 401(k) Specialist has approximately 17 employees across 1 continents, including North America. Key team members include Editor-In-Chief: B. A.Editor-In-Chief Of 401 Specialist Magazine: M. W.National Sales Director: K. G.. Explore 401(k) Specialist's employee directory with LeadIQ.

What industry does 401(k) Specialist belong to?

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401(k) Specialist operates in the Financial Services industry.

What technology does 401(k) Specialist use?

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401(k) Specialist's tech stack includes BroadstreetMicrosoft ClarityiCIMSVarnishWordPress Super CacheUnderscore.jsCloudflare Bot ManagementGoogle Tag Manager.

What is 401(k) Specialist's email format?

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401(k) Specialist's email format typically follows the pattern of FLast@401kspecialistmag.com. Find more 401(k) Specialist email formats with LeadIQ.

When was 401(k) Specialist founded?

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401(k) Specialist was founded in 2015.
401(k) Specialist logo

401(k) Specialist

Financial ServicesNew York, United States11-50 Employees

401(k) Specialist operates as a financial services publication that informs retirement plan advisers with news, analysis, and practical insights. The outlet covers trends, regulatory changes, product developments, and strategic approaches shaping the 401(k) industry to help advisers serve clients effectively and improve retirement outcomes.

Based in Highlands Ranch, Colorado, the company targets retirement plan professionals seeking timely, objective information on industry shifts. It provides context on how regulatory and market developments affect day-to-day advisory work and retirement plan design. A notable recent development is a partnership with Parros Financial Group announced in April 2026.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2015
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    401(k) Specialist's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    401(k) Specialist's revenue is estimated to be in the range of $1M - $10M

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