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

Attract and Retain Good Employees

A quality retirement plan can help attract and retain employees

For over two decades, PlanMember has being helping nonprofit and school employees reach their retirement dreams. We understand the needs of nonprofits and just how important a retirement plan can be to attracting and retaining good people.

From the outset, our goal at PlanMember has been to bring the retirement investment solutions that large corporations enjoy to nonprofits that are often overlooked and underserviced by their 403(b), 457 and 401(k) providers.

Unlike many companies, PlanMember takes a service approach to retirement planning. Even the best investment options are of little use when there is no one to guide employees on how to properly plan and invest for retirement. With the PlanMember Model Plan, nonprofits benefit from a complete approach to retirement investing, quality investment products and comprehensive service, including:

• Administration and recordkeeping solutions
• Sample Plan Document and other communications to keep sponsors in compliance
• Ongoing regulatory support and complimentary guidance from PlanMember's ERISA attorney
• Access to mutual funds from well-known families such as Vanguard, Fidelity, Federated, American Funds, Dodge & Cox, T. Rowe Price, and many more
• Professionally managed portfolios with no-load and load-waived funds¹ that simplify investing for retirement
• Guaranteed fixed account options²
• Secure online account access for participants and plan sponsors
• Toll-free Service Center for immediate and friendly assistance
• Local advisors who offer retirement planning education and enrollment assistance

Today, planning for retirement is more important than ever. Social Security income is no longer guaranteed and life expectancies are lengthening our potential years in retirement. Give your employees the chance to realize their retirement dreams. Their good work helps shape the future and they deserve a retirement plan partner who helps them invest in their future.

For more information on PlanMember’s complete and affordable retirement plan solutions for nonprofits, please contact Chris Guanciale at (800) 874-6910 extension 2329, or send an email to cguanciale@planmember.com.
1 An annual asset-based fee will apply as well as the internal expenses and fees of the underlying funds.
2 Guarantees and benefits are subject to the claims-paying ability of the underlying insurance company.