Helping Trust Banks Compete in the Retirement Plan Market

The PlanMember Services MemberBank Program provides select regional and community trust banks with the comprehensive service infrastructure and proven co-branded products needed to succeed in today’s retirement plan market. This innovative product solution integrates all of the services provided by the leading national providers with a unique collection of value-added services available only through a discretionary bank trustee.

Through a combination of state-of-the-art technology and experienced retirement plan professionals, the MemberBank Program enables select trust banks to offer a complete array of retirement plan services without making the significant capital investment required to develop the necessary technology systems, investment expertise and hire and train qualified professionals. These services include:

• Dedicated Sales and Consulting Support
• Customized Marketing and Advertising Campaigns
• Investment Advisory Services
• Legal and Regulatory Support
• Plan Administration and Recordkeeping Services
• Information and Web Technology Systems

To learn more about this unique program designed especially for select trust banks, please contact Chris Guanciale at (800) 874-6910 extension 2329 or cguanciale@planmember.com.