Company Overview

Our Approach

CIFmarketplace is a third party marketing firm that delivers exceptional consulting & distribution services for the qualified plan market. We partner with top-caliber investment managers, trust companies, TPAs and financial advisers to deliver large plan solutions to the small and mid-size markets.

Our Services

Thought Leadership

CIFmarketplace is a strong believer in Price Transparency and believes strongly that Bundled Providers (insurance companies and mutual funds) have not been fully open with regard to their True Cost, even under the tenets of the Federal Regulations governing the area. CIFmarketplace then looks to partner with regional independent advisers, TPAs, record-keepers, payroll companies and bank trust operations to promote the benefits of utilizing institutionally priced mutual funds, collective investment funds and exchange traded funds, Multiple Employer Plans, and other strategies to begin to control investment product managers, reduce costs and improve participant outcomes.

Case Study - Relative Performance of Mutual Funds versus Collective Investment Funds
White Paper - Net Cost Advantages of Collective Investment Funds


The CIFmarketplace team has a 40 year experience in the retirement channel in the following areas:

  • Insurance Company group annuity sales and marketing
  • Third Party Administration practice
  • Implementation of major bank trust products and services
  • Substantive experience in regional and national mass marketing
  • ‘Watcher-on-the-Wall’ intuitive knowledge about market trends – winners and losers

Our consulting client base has included:

  • Fee-based Advisors and their license-holding relationships
  • Bank Trust Operations
  • Regional Payroll Companies
  • Fund Managers looking to get into the retirement channel

Our areas of expertise encompass, but are not limited to:

  • Working with all parties to develop mass marketing distribution strategies for regional or national advantage, including the identification of both prospects and compatible professional resources.
  • Creation of ‘open architecture’ multiple employer plans including ‘off-the-shelf’/branded key service relationships such as trust, TPA/recordkeeping and 3(38) Fiduciary Talent including deliverables.
  • Working with Fund Managers in the implementation and distribution of collective investment funds – open and closed architecture to include introduction to key MEP relationships and related 3(38) Fiduciaries.

White Paper - Third Party Administrative

DCIO Salesforce

With the trends in the retirement industry towards the evolution of fee-based advisory support, we look to develop and execute targeted regional marketing campaigns to both raise local brand awareness, while generating new clients and billable assets for advisors, MEP relationships and regional service businesses like CPAs, payroll providers and bank trust firms.

Given the ‘newness’ of the retirement channel to fee-based advisers, we offer the following services:

  • Training and education on the retirement channel and in mass marketing tools.
  • A regional prospect list specifying key contact information, based on profiles selected such as nature of business, consistent profitability, average individual account balance, professional vs. blue-collar, level of participant education, AUM and regional location.
  • Regional marketing strategy using tools like Constant Contact to differentiate warm leads from cold ones.
  • Point of sale competitive information, fee analysis based on low net cost.
  • Control in investment product net cost.

Meet the Team

©2014, CIFmarketplaceSM. All rights reserved. CIFmarketplace is a consulting and marketing organization and, as such, does not offer to sell or solicit the offer to buy any securities. The information contained herein does not constitute an offer to sell or the solicitation of an offer to buy any security. CIFmarketplace does not represent or endorse the accuracy or reliability of any information, content or advertisements (the "Materials") contained on, distributed through, or linked, downloaded or accessed from the Site, nor the information or other materials displayed, purchased, or obtained by User as a result of any advertisement or any information or offer in or in connection with the Service or the Site (the "Products"). User acknowledges that any reliance upon any Service, Product, or Material shall be at User's sole risk, except as otherwise required by applicable consumer protection law.