PlanMember is a privately held company committed to bringing together talented, service-minded people to set the industry standard for customer service excellence in 403(b) and 457(b) retirement savings programs. Our industry experience and commitment to clients, has led thousands of members, hundreds of registered representatives and a growing national network of employers and Financial Centers to join the PlanMember family. Today PlanMember has 32 Financial Centers with plans to expand to 80 across the United States.

The Benefits of Joining the PlanMember Team:

PlanMember places a high value on its employees and provides benefits and compensation packages to reflect that value. We not only offer rewarding career opportunities, but also a competitive salary and comprehensive benefits.

  • Professional and positive work environment
  • Company sponsorship for FINRA licenses and training support
  • Ongoing training and professional development
  • Recognition and incentive programs
  • Medical, dental and vision plans
  • Life, AD&D and long-term disability insurances
  • 401(k) plan with employer match
  • Flexible spending account for pre-tax benefits
  • Supplemental life insurance
  • Array of voluntary benefits policies (Aflac)
  • Paid time off and holidays