Welcome Members – Learn More


Enjoy the power of membership
Do you want retirement planning services that will help you reach your goals? PlanMember provides practical and valuable benefits for members. Want to learn more? Start your tour now.

Our members enjoy retirement planning that is easy and effective. PlanMember's many benefits of membership provide a proven approach to retirement planning. Together these include:

Simple 4-Step Planning Process • PlanMember helps take the guesswork out of planning for retirement for members with four easy steps: 1) personal plan and savings analysis, 2) professional investment advice, 3) online retirement plan review and 4) ongoing education and support.

Broad Investment Choice • PlanMember’s investment and annuity programs have something for every investor. With options ranging from professionally managed mutual fund portfolios to guaranteed fixed annuities, the PlanMember Services Program enables members to create a diversified investment portfolio to pursue virtually any investment objective.

Life Stage Planning • PlanMember helps members stay on track with planning services for every stage of their life and work journey. Whether just starting out, mid-career or nearing or living in retirement, PlanMember is there with solutions and services. 

Easy Consolidation • Members can easily consolidate their retirement investments into a single account, with one account application, easy online account access and a consolidated quarterly statement. 

Online Account Access •
Members have access to their account information at PlanMember Online, along with planning tools and investment education and resources. Log in now by clicking the Member Login button at right.

Customer Service Center •PlanMember’s courteous, helpful and securities-licensed service representatives are just a phone call away, ready to assist with account questions, investment options and other member needs. Available toll-free at (800) 874-6910 from 6:00 a.m. to 5:00 p.m. (PST) Monday through Friday.

Regular Communication •Members stay informed about their accounts and the financial markets, both at PlanMember Online and through regular communication that includes the PlanMember Membership News, regular performance reports, financial market updates and asset allocation bulletins.  

Withdrawals from annuities, including partial withdrawals and surrenders, may be taxable. If you take a taxable withdrawal before age 59 ½, you may have to pay a 10% penalty to the IRS on the amount of gain in your contract, in addition to your normal income taxes.

The tax-deferral benefit offered by annuities provides no additional tax benefit if they are held in tax-qualified accounts such as IRA, 403(b) or 401(k). Special rules governing annuities issued in connection with a tax-qualified retirement plan restrict the amount that can be contributed to the contract during any year.

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 or the use of an investment advisor does not ensure a profit or guarantee against loss. 

 

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Securities and advisory services offered through PlanMember Securities Corporation
A registered broker/dealer, investment advisor and member FINRA / SIPC
6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910
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