WMS Coupe D'este Romeo Alfa 1950 54 Villa Touring SS 2500 6C 43 1 3b6f4vxyg21138-Vintage Manufacture

Skip to main content
Hobby Japan Post Hobby 1 43 Lexus Ls600Hl Hybrid Japan Traffic Haiya New F S

Revell 1 24ter Maßstab Scania R 500 Lastwagen Set

Strength in Numbers

Join more than 200,000 retirement investors who rely on PlanMember Ebbro 1 43 Vemac RD200 Light Metallic Green from Japan
VERY RARE Ebbro Honda Accord wagon tourer indigo limited edition 1 of 1368 1 43
25

More than 25 years serving clients in public education, mission-driven organizations and individual investor relationships

Learn about Services & Solutions

Member Profiles

  • Individual Investor
  • Educational Employee
  • Nonprofit Employee

Retired Attorney

Practicing as an attorney for more than 40 years didn’t guarantee this retired lawyer was managing his own finances well. Five years before he decided to retire he met with his PlanMember Financial Professional to develop an investment strategy for the long-term. Now they meet regularly to ensure his investments stay on track with his long term financial needs.

  • Legende Miniatures Ferrari 250 SW California Hard Top 1963 1 18 red (PJBB)
    Years working
    42
  • Retirement age
    69
  • BEST MODEL BT9585 ALFAROMEO 33.2 SPYDER N5 MONTLHERY 1969 LARROUSSE-VERRIER 1 43
    Annual income
    $97,000
    Annual income
    $97K
Hot Wheels WHIP CREAMER Metallic Hot Pink Redline Sliding Roof 1969 Mattel
1 43 Minichamps Porsche 911 ( 991 ) Turbo Green CA04316061
Ferrari F340 Mexico Vignale Coupe At Mille Miglia 1953 MG 1 18 MGBER118038 MMC
A Danbury mint scale model of a 1957 Studebaker golden hawk, Boxed

Kindergarten Teacher

This educator was working as a public school teacher for several years without really knowing what her 403(b) plan provided and what impact it might have on her future. Her PlanMember Financial Professional explained the opportunities available and showed her how to save for a retirement that would have the best chance to support her goals.

  • Ferrari 348 (1989) bBurago -1 18 red
    Years working
    5
  • Kyosho Highcon Marine Series Newport
    Retirement age
    65
  • Annual income
    $41,000
    Annual income
    $41K
Massey Ferguson 7726S Trattore Tractor 1 32 Model 5304 UNIVERSAL HOBBIES
Minichamps Sebastian Vettel 1 18 Redbull Renault F1 Winner Abu Dhabi 2010 Used
Citroen DS3 No. 11-WRC Rally Monte Carlo 2012

Nonprofit Executive

When her grandchildren were born she wanted to spend time with them, but this nonprofit executive didn't think she had enough saved to support herself. Her PlanMember Financial Professional showed her how to reallocate the money she had in her employer-sponsored plan so that she could retire immediately.

  • Years working
    29
  • Retirement age
    62
  • Annual income
    $85,000
    Unimax Forces of Valor 1 32 US M16 Quad Motor Carriage, Normandy 1944, No. 81003
    AeroClassics 1 400 757-200 C-GTSE Air Transat
    Annual income
    $85K
Member profiles are meant to represent PlanMember client experiences, but do not depict actual persons.
Subaru Impreza WRC - RAC Rallye 1999 - Richard Burns - 1 43 Trofeu 1116

Want to learn more? Have a PlanMember financial professional contact you:

Our four-part planning system is your personalized path to retirement

  • 1

    Analysis

    Your personalized road map.

  • 2

    Advice

    Your dedicated advisor.

  • 3
    Daf - XF 105 Super Space Cab - G.L. de Haan 01-1631 1702 1 50

    Review

    Your progress.

  • 4
    HASHSP395 - 1 35 Die Erzahlung Des blacken Ritters Re Tiger Henschel Torretta

    Support

    Your confidence.

  • Learn more
30+

Investment programs increase opportunities for members

PM437110321 - MERCEDES SLS AMG GT3 N.21 NURBURGRING 2011 1 43 MODELLINO MODELLO

Are you on track for a secure retirement? Calculate your retirement income needs...

Ferrari 246 Gt Dino 1973 Red 1 12 Model KK SCALE
CATERPILLAR 769 C MULDENKIPPER RED STRIPES NZG 1 50
Minichamps 1 43 - Alfa Romeo 8C Competizione blacke Top gear 500+

Our clients enjoy individual attention from over 500 experienced financial professionals in all 50 states

4,000

Serving 4,000 employer organizations across the country

Get started now