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PlanMember Model Plan

PlanMember’s turnkey solution for employers opens doors for advisors

PlanMember has an aggressive plan to maximize and expand our employer relationships in key regional markets across the country. PlanMember Financial Centers are strategically located and planned for specific geographic regions. Advisors seeking a new broker/dealer relationship in these regions have the chance to access markets where PlanMember already has or is developing relationships. That translates to significant qualified leads for advisors who join the team.

The turnkey solution is called the PlanMember Model Plan Program, a retirement plan solution for nonprofit employers in the 403(b) and 457(b) market. It is currently being installed at the employer level across the country through the PlanMember Financial Center channel. With 2,800 employer relationships and growing, this opportunity is a big one to consider.

Why do employers want to install the PlanMember Model Plan Program? It combines the investment vehicles allowed under 403(b) plan regulations with complete plan consulting, design, and administration and compliance services. As an advisor with a PlanMember Financial Center, you will have access to a large number of employers with eligible employees ready to enroll.

In addition to market access, the Model Plan Program offers Financial Literacy Programs to help educate employees, and personalized planning services to help them construct and maintain their personal retirement savings and investment strategy.

By aggregating several of the nation’s leading mutual fund and annuity providers into a single program, the PlanMember Model Plan Program can also help restore the investment choice employees lost when many mutual funds, insurance companies and other 403(b) providers exited the 403(b) industry.

Through a simple installation process, employers enjoy the benefits of this unique program, and they are in good company. Selected as a preferred provider by employers and consortiums across the country, the Model Plan Program continues to penetrate employers markets in Florida, California, Maryland, Michigan, Arizona, Nevada, and in many other states.