PlanMember Financial Corporation’s mission is to provide individual plan participants with retirement planning services equivalent to those enjoyed by the nation’s largest pension plan participants. Our solid infrastructure of investment advisory experts and sales, marketing, consulting and administration professionals is exclusively dedicated to this mission. Headquartered in Carpinteria, California, PlanMember Financial Corporation (PFC) maintains three separate operating subsidiaries:

PlanMember Services Corporation (PSC) – retirement plan, marketing, consulting and administration services company and PFC’s principal operating subsidiary.

PlanMember Securities Corporation (PSEC) – SEC-registered broker/dealer, investment advisor and member of the FINRA and SIPC that offers a full range of retirement products, managed accounts and investment advisory services.

PlanMember Advisors Corporation (PAC) – SEC-registered investment advisor that provides investment advisory and asset allocation support services to PFC’s institutional customers and select high net worth individuals.

PSEC markets a proprietary retirement plan advisory product known as the PlanMember Services^® Program, a unique, turnkey service program that delivers state-of-the-art retirement plan services to individual plan participants and sponsors.

These services include consulting, investment, administration and trust services, as well as personalized planning and investment services for plan participants. PFC also offers unique institutional alliance programs that provide trust banks, membership groups and other intermediaries with the retirement plan infrastructure and proven, brand-name products to successfully compete in today’s retirement plan marketplace.

The PlanMember Services Program is available through more than 350 registered representatives in all 50 states, as well as through select trust banks and membership groups located across the country.