Tamara Lindsey

I’m an experienced copywriter and marketing professional with a B.A. in Creative Writing and English from Southern New Hampshire University and 10 years of experience crafting compelling content. My career spans advertising agencies, marketing roles, and content strategy, giving me a unique ability to capture a client’s voice and engage diverse audiences across platforms.


Currently a 1L in law school, I’m expanding my expertise into legal communication and compliance, blending creative storytelling with precision and analytical thinking. This combination allows me to approach content and strategy with both creativity and rigor—whether developing marketing campaigns, managing brand messaging, or navigating complex legal topics.


Skills:

SEO, G-Suite, Microsoft Office, PowerPoint, WordPress, Social Media Marketing, Hootsuite, Slack, Later.com, Monday.com, Miro, Figma


Professional Goals:

Content Management, Strategy, Marketing Communications, and Legal-Focused Writing


Experience:

Ad Agency & Marketing: 10 Years

ePlan Services •

A Financial Advisors’ Guide to Selling Small Business Retirement Plans - ePlan Services

Presenting your clients with retirement plans that meet the needs of their businesses sounds like an easy enough task, but you may encounter sticking points along the way. Perhaps your clients already sponsor a plan, or they may think that a state-administered IRA is their only option. To help your existing clients make smart decisions while also fostering relationships with potential prospects, take these factors into account.If your clients don’t currently offer retirement plans, now is the ti...
ePlan Services •

Why Expert Guidance Matters for California Business Owners - ePlan Services

The December 31st deadline for newly eligible California business owners to register for a retirement savings program is fast approaching. Your clients may have questions swirling around in their heads about which option is right for them. They may even be tempted to make an impulsive choice instead of the smartest one.It’s up to you to bring them the peace of mind they need. You’re trusted to provide superior options and continuous support. This isn’t the time to shirk your responsibilities. Us...
ePlan Services •

Selling Safe Harbor Plans: 3 Mistakes Advisors Make - ePlan Services

Safe Harbor 401(k) plans can be your secret weapon for growing your business and satisfying your client base, because companies like the simplicity of their administration. It’s all in the way you pitch them. The catch is that there’s a deadline, October 1st, to get your clients set up with a safe harbor plan. That means the pressure is on to inform them about these game-changing plans and close the deals in a timely manner.To set you up for success, we’ve pinpointed a few common mistakes to avo...
401(k) Blog •

Mandatory Auto-Enrollment: What Businesses Need to Know - 401(k) Blog

Currently, it’s optional to automatically enroll your employees in your company’s retirement plan—but that’s changing. What was once voluntary will be mandated federally for certain new plans beginning in 2025. Let’s explore the ins and outs of this new auto-enrollment requirement so that you’re fully informed of your responsibilities as a business owner. Auto-enrollment is a retirement plan feature that automatically signs employees up for their employer’s retirement savings plan, whether th...
401(k) Blog •

Year-End Steps a 401(k) Plan Sponsor Should Take - 401(k) Blog

As a 401(k) plan sponsor, it’s your duty to ensure that your company’s retirement plan is in compliance for next year. If you’re not quite sure what steps you need to take, don’t fret. These are the steps you’ll need to take to ensure you’re prepared. When adopting in a 401(k), you’ll receive a plan document that must be written to comply with all IRS guidelines. You, as the plan sponsor, would then delegate your plan administrator to provide your participants with a series of forms and notic...
ePlan Services •

5 Signs It’s Time to Switch Your Small Business’ 401(k) Provider

Hiring a 401(k) provider to manage and monitor your small business 401(k) is a simple way to offer your employees top-notch retirement options while helping to keep the plan compliant. If you’ve chosen to work with a plan provider, you’re already moving in a positive direction. However, if your 401(k) provider is no longer meeting the needs of your business, it may be time to make a switch. These five signs will help you to determine if choosing a new small business 401(k) provider is the best
Kiss & Tell Magazine •

My Baby, My Choice: What Are My Fertility Options?

If you happen to be born with a vagina and have a menstrual flow, then you may have the option of being impregnated with sperm from a partner, friend, or donor and hopefully become pregnant. However, if you’ve tried the “natural” way of becoming pregnant with no luck, there are other ways to produce a child. If you or a partner are struggling with infertility, you can visit your doctor for an evaluation. From there, the doctor can determine if you would benefit from types of medication that are
ePlan Services •

What Is a Safe Harbor 401(k) Plan?

Failing 401(k) compliance testing can have costly consequences. If you’re looking to protect business interests while also helping your employees save for retirement, a safe harbor plan can be a smart retirement plan option. Choosing a safe harbor 401(k) plan from the start allows your organization to skip certain annual nondiscrimination, or compliance, tests. ePlan Services makes safe harbor enrollment and management easy. Read on for more information about how the safe harbor plan works. A
ePlan Services •

5 Retirement Planning Tips for Married Couples

When it comes to the subject of retirement, are you and your partner on the same page? If you, your spouse, or both are thinking about retirement, there are a few things you should consider as a couple. Read on for information about how to navigate your retirement planning as a couple. If you’re considering retirement, be sure to have a conversation with your partner about short term and long-term goals. Do you have a bucket list of vacation destinations or new hobbies you’d like to try? Do you