Benefits of Membership

For more than two decades, PlanMember has been helping to meet the retirement and investment planning needs of educators, nonprofit employees and other investors across the country. Members enjoy a variety of retirement planning and investment services as well as other membership benefits, including:

• Personalized retirement planning and investment services through an independent, trusted advisor who puts your interests first
• A choice of investment options delivered through the PlanMember Services Program, including professionally managed mutual fund accounts and self-directed options
• Access to more than 900 mutual funds from over 20 of the nation’s most recognized fund companies¹
• Guaranteed fixed account options²
• A time-tested approach to retirement planning that takes participants from working years to retirement and beyond
• Dedicated Client Service Center for friendly and knowledgeable customer service and easy 24/7 account access at PlanMember Online
• Lower fees through the collective buying power of thousands of members nationwide

Today, thousands of members nationwide enjoy the benefits of membership.

Click here to find a PlanMember Registered Representative near you.

¹ Specific fund families vary depending on where you are employed.
² Guarantees based on claims-paying ability of underlying insurance carrier.

Before investing in any mutual fund carefully read the prospectus(es) which contain information aboutinvestment objectives, risks, charges, expenses and other information all of which should be carefullyconsidered 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 worthmore or less than the original purchase price. Mutual funds and money market funds are not insured orguaranteed by the Federal Deposit Insurance Corporation or any other government agency. The use ofan investment advisor does not ensure a profit or guarantee against loss.