PlanMember’s goal is to provide superior and reliable service and support to members and partners. Whether you’re investing with us, sponsoring a retirement plan for your employees, or an independent advisor, PlanMember is here to help.
For Members & Partners:
(800) 874-6910 toll-free
Service Center Hours:
6:00 a.m. to 5:00 p.m. Pacific Standard Time
Monday through Friday
401(k) Account Assistance:
All Other Account Assistance:
PlanMember Services Corporation
6187 Carpinteria Avenue
Carpinteria, CA 93013
Send us a Fax:
PlanMember Online for Members:
Access your account information 24/7, find helpful retirement planning tools, financial education and lifestyle information easily at PlanMember online.
PlanMember Partners Website:
Advisors and Financial Center managers can find the tools and information necessary to do business with PlanMember.
For Plan Sponsors:
Knowledgeable one-on-one support is available to employers and plan sponsors. Get answers to questions about payroll, plan documents and compliance by contacting PlanMember's dedicated group of employer group liaisons, at (800) 874-6910 ext. 2306, or by email at firstname.lastname@example.org.
To be added to our mailing list and to receive Legislative Updates by email, contact email@example.com.
If you are an employer or plan sponsor interested in finding out more about PlanMember’s Model Plan and how it can help attract and retain good employees, call Miles Kilstofte at (800) 874-6910, ext. 2354 or email him at MKilstofte@planmember.com.
For Advisors & Financial Centers:
As an independent advisor with PlanMember, you will receive many services tailored to help you expand your business and support your valued clients. All Service Center associates are securities licensed and trained to help you and your clients with account, enrollment, and sales needs.
If you are a financial professional looking for more support than your current broker/dealer provides, contact Wesley Dickerson today at (800) 874-6910, extension 2556 to start a confidential conversation, or send an email to WDickerson@planmember.com.
Or call the PlanMember
Service Center now
at (800) 874-6910
6:00 am - 5:00 pm PST
Monday through Friday