About PlanMember

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember has been helping members to plan and save for a secure retirement for more than two decades, while making it easier for employers across the country to provide innovative retirement plan solutions to employees.

PlanMember offers a broad range of investment and annuity solutions carefully assembled to meet the needs of educators and nonprofit employees. A growing national network of school districts and nonprofit employers now have the opportunity to access the PlanMember 403(b) & 457(b) Savings Program, and more people and organizations than ever are turning to PlanMember for turnkey, comprehensive retirement solutions.

When an employer installs The PlanMember Program, employees instantly become members and enjoy many Benefits of Membership through the PlanMember Services Program, a simple four-step process that helps take the mystery out of retirement planning.

A registered broker/dealer and investment advisor in all 50 states, PlanMember has more than 140 home office employees in California, nearly 500 representatives across the country, and regionally based Financial Centers to serve the needs of members and employers.

To find out more about PlanMember, go to www.planmember.com or call (800) 874-6910.


Before investing in any mutual fund carefully read the prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered before investing. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.

Asset allocation cannot guarantee a profit or ensure against loss.