Access more clients & revenue

by leveraging PlanMember's network of employer relationships
Financial Center Growth Plan Map

PlanMember has access to tens of thousands of clients in targeted regions across the country. We're looking for financial professionals to optimize this business.

Discover new leads right in your territory

There are opportunities for financial professionals at all levels, including newcomers or those with extensive experience, and even advisors approaching retirement and wondering how to get value for a book of business. An industry leader in the 403(b) and 457(b) marketplace, PlanMember has established relationships with thousands of employers across the country, primarily in education. We’re an approved and/or preferred provider right now for many of these employers and are expanding our network every day.

We’ve assembled a unique one-stop retirement plan solution that meets the needs of employers and their employees. PlanMember continues to expand employer group and market access with innovative 403(b), 457(b) and 403(b) ERISA, and 401(k) investment programs and we’re ahead of the wave when it comes to regulatory changes and industry trends.

Find out if there’s an opportunity in your current market area by contacting PlanMember today.