Plan Member Services - Planning your future...today.

Investment Options

L2 Advisors delivers customized investment solutions

At L2 Advisors, we can create a new plan or recalibrate an existing plan. We understand that every client has a story and we place a high value on the uniqueness of each one. 

First we spend time learning who they are, what makes them tick and their personal and financial goals. Then, we tailor a savings and investment plan to help them reach those goals. L2 Advisors stays on course with each client for the long-term to help them select investment options based on their personalized plan, investment style, risk tolerance, and wealth accumulation and preservation goals. 

Invest your way • L2 Advisors offers clients a broad range of investment and annuity choices including self-directed and professionally managed mutual fund portfolios and guaranteed fixed and income annuities¹ on three primary product platforms.
• The Model Plan Program for 403(b), 457(b) and 401(k) plans 
• The Investment and Savings Program for IRA and non-qualified  accounts
• The Retirement Income Program for the IRA and nonqualified accounts of retirees

Access to nationally recognized mutual fund families • Many clients want to invest in well known mutual fund companies, and they can with L2 Advisors. Choices include no-load and load-waived mutual funds² from such respected firms as Vanguard, Fidelity, Federated Investors and American Funds. Clients can select their own investments, or they can choose from PlanMember's professionally managed asset allocation portfolios.

Professionally managed portfolios for simplified investing • Most people are too busy to commit the time necessary to become an investment expert. With the L2 team and PlanMember’s dedicated investment professionals, they don’t have to. PlanMember created model asset allocation portfolios from a diverse selection of no-load and load-waived mutual funds², each actively managed and strategically reallocated on a periodic basis. With portfolio objectives that range from conservative to aggressive long-term growth, we consider every client's age and risk tolerance when helping to choose the portfolio that’s right for them.

Insurance programs for principal protection and guaranteed returns • For clients who want to put all or a portion of their contributions into a fixed annuity with guaranteed returns¹, PlanMember offers options from Annuity Investors Life (Great American) and Symetra.

With the investment and annuity choices available, L2 Advisors and PlanMember Services deliver solutions that match each client's goals and personal investment style. Call us at (866) 270-7719 and an L2 advisor will be happy to help you get started today. 

1 Guarantees and benefits are subject to the claims-paying ability of the underlying insurance company.
2 An annual asset-based fee will apply as well as the internal expenses and fees of the underlying funds.

Withdrawals from annuities, including partial withdrawals and surrenders, may be taxable. If you take a taxable withdrawal before age 59½, 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 carefully read the prospectus(es) or summary prospectus(es) which contain information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. 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.

Representatives are registered with and securities products and advisory services are offered through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member of FINRA and SIPC.