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401(k) squared: direct mail
401(k) Squared is a small company that specializes full-time in 401(k) plan development. They hired LeeReedy to make a big impression with their modest direct mail budget. Going against the safe, corporate marketing typical of the financial services industry, we developed a direct mail piece featuring a live fish inside a box adorned with messaging. Within weeks of distributing the piece, 401(k) Squared had secured a $10M account and was in discussions with a number of large companies to manage their 401(k) accounts, ranging in size from $500k to $20M. Read the full case study.