Your retirement plan specialist

Our decades of serving the educational community has given us a unique insight to the challenges you face. Find out why
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More than 30 years serving the retirement plan needs of school districts.

Learn about our plan solutions and services

School District Solutions

  • Savings Program
  • Four-Part Planning System
  • A Trusted Advocate
  • Resources

A plan solution for you and your employees

Navigating the complexities of an employee retirement savings plan, and all the details that go along with it, is something many employers need help with. The PlanMember 403(b) & 457(b) Savings Program is a comprehensive retirement savings investment program designed to meet the administrative, compliance, and employee retirement plan needs of educational employers.

A service-based approach for employees

Our four-part plan is a proven process that helps employees become confident in their retirement planning. Your employees will receive personalized planning services, enjoy broad investment choices, analysis, advice, progress monitoring, and ongoing support from a dedicated PlanMember Financial Professional.

Our focus is on you

For over three decades, we've listened and worked alongside our school district partners in order to learn about the specific challenges they face. We've focused this experience into providing highly customizable the 403(b) & 457(b) plan solutions.

Compliance support

Our school district partners receive support and advocacy from our experienced team of 403(b) and 457(b) plan Professionals. We will keep you informed about the latest regulations and work with you to keep your plan compliant.

Want to learn more? Tell us who you are and we'll be in touch.

Our four-part planning system is your employees' personalized path to retirement

  • 1

    Analysis

    Personalized road map

  • 2

    Advice

    A dedicated team

  • 3

    Review

    Plan progress

  • 4

    Support

    Employee confidence

  • See the system
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Investment programs increase opportunities for your employees

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Personal attention from nearly 500 experienced PlanMember Financial Professionals

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Join the nearly 4,500 educational and nonprofit employers – from California to New York – benefiting from the PlanMember Program

Partner with us today