With more than 210,000 PlanMember participant accounts, Members have a long history of trust in PlanMember and its team of financial professional partners with their retirement savings and investments. With a 97% retention rate, PlanMember maintains more than $20 billion in client assets.<\/p>\n
PlanMember\u2019s unique membership model provides exclusive benefits designed to help Members achieve their investment and retirement goals. This model includes the Personal Retirement Plan\u00ae, attentive guidance from a dedicated financial professional, periodic reviews to help ensure strategies and savings are on course with objectives, plus ongoing communication, financial wellness education, and support.<\/p>\n
Meeting the needs of individual investors and workplace savers through our network of PlanMember Financial Centers®<\/strong><\/p>\n PlanMember\u2019s personalized service model for individual investors is delivered through more than 50 PlanMember Financial Centers and nearly 500 independent professionals across the country. With plans to grow to 80, our Financial Centers are structured to meet the growing retirement planning and wealth management needs of our Members by providing accessible, one-on-one service, a differentiating strength fueling our growth.<\/p>\n Each PlanMember Financial Center is backed by our extensive support infrastructure, managed investment solutions, and comprehensive client services, including the PlanMember Service Center staffed by securities-licensed professionals.<\/p>\n Meeting the needs of employers through an ideal plan structure<\/strong><\/p>\n Currently servicing more than 4,300 employer groups nationwide, PlanMember serves education, nonprofit, public, and union institutions, as well as private enterprise employers. PlanMember Retirement Services®,<\/em> a division of PlanMember, serves the institutional needs of employer retirement plans with a complete suite of investment plan options coupled with comprehensive, personalized services offered in partnership with Milliman and Charles Schwab, two of the industry\u2019s most respected plan administration and custody firms. This includes a complete menu of qualified for-and nonprofit employer plans, including a pooled employer plan\u2014a cost-effective solution for which PlanMember was one of the first firms to market.<\/p>\n Expanding our membership through partnerships with third party Strategic Distribution Groups<\/strong><\/p>\n In addition to our dedicated national network of PlanMember Financial Centers and our institutional business line, the company also offers its retirement and investment programs through a select group of independent RIAs, banks, and other affinity\/employer group organizations that qualify for our Strategic Distribution Group relationship. These select groups offer our retirement and investment programs with the full support of PlanMember to expand the retirement and wealth management services they currently offer their clients.<\/p>\n PlanMember Educational Services\u00ae, empowering employers and employees<\/strong><\/p>\n With more than three decades experience serving the needs of both employers and their employees, PlanMember Educational Services develops innovative Employer platform solutions that leverage exclusive content, tools, and resources designed to inform and engage their employees.<\/p>\n Through the myPlanMember\u2122 enterprise solution for employers, we are providing mission-driven organizations a robust web and app-based employee engagement platform to attract, retain, and engage employees. In a world of ever-growing content sources through web and social media platforms where content accuracy and relevance can be uncertain, employers and employees use and trust PlanMember Educational Services solutions as a trusted source.<\/p>\n Join our team<\/strong><\/p>\n As a leading financial services company, our goal is to continue to grow our organizational brand into a national membership marketing leader, and the preferred retirement and investment provider for thousands of mission-driven employers and their employees across the country.<\/p>\n For individual investors and workplace savers<\/strong>, visit our Members website<\/a><\/strong> to learn how we can support your retirement and investment needs.<\/p>\n For employers<\/strong>, visit our PlanMember Retirement Services website<\/a><\/strong> to see how we support sponsors in the private, public, and union sectors.<\/p>\n For financial professionals<\/strong>, visit our website for advisors<\/a><\/strong> to explore the many ways PlanMember can help you grow your practice and support your clients.<\/p>\n To learn more about our employee education and engagement solutions<\/strong>, visit our myPlanMember\u00ae page<\/a><\/strong> to learn about this innovative enterprise platform.<\/p>\n Have questions?<\/strong> Contact us online<\/a>, or call (800) 874-6910<\/a> to find out how we can help you plan your future, today.<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":8,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"wf_page_folders":[68],"acf":[],"yoast_head":"\r\n![\"Planmember's](\"https:\/\/cdn.bfldr.com\/Q1Z32UGX\/at\/5kww8wbnqrrjv9b8ccg9489b\/FC-Map-Proposed-WEB-1024.svg\")
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