We know how to translate rules and regs to real conversations.

We Speak the Language

The GSM team really understands the retirement plan industry. We learned it from the ground up as we led sales, marketing and support teams for some of the industry’s best administration, recordkeeping and compliance solutions.

We understand a day in the life of professionals like you. We know the challenges of translating complex regulatory information to effective communications for your clients and partners. 3(16) or 3(38). 408(b)2 or 404(a)5.

Bring on the jargon. We’re ready.


There are countless examples of glossy marketing which look good on the surface, but say little.

Substance matters.

We think about relevance; about benefits over features; about what it means to communicate why you’re here and how you help others succeed.

This perspective is infused into everything we do.

What type of clients does GSM serve?

GSM is a marketing partner primarily to retirement plan and investment professionals. Our clients include recordkeepers, third party administrators, financial advisors, fiduciaries, portfolio managers and technology companies that serve this market.


Before we recommend any marketing action, we spend the time to understand the state of your business, your marketing goals and importantly – the reality of your budget. That allows us to think critically and creatively about how to optimize our effectiveness while prioritizing actions that can create impact.

GSM is proud to host TPAResources.com, where owners and managers of TPA, recordkeeping and advisory firms can access free expert presentations and insights to help drive better businesses.

Join for free!


GSM is the founding sponsor and project manager for Committed To Outcomes, an industry co-op that produces and distributes messages that underscores our shared mission to help millions of Americans achieve great outcomes in retirement.

Learn More!

It’s all about relationships. That’s what will always define success for us. Touch base with Tom Makeever. He’s ready to discuss your marketing needs and help develop an action plan to achieve your goals.