PlanMember Financial Corporation

PlanMember Financial Corporation PlanMember Financial Corporation Heaquarters

PlanMember Financial Corporation is a financial services firm that provides retirement plan sponsors and participants with unparalleled service and a diverse platform of investment and annuity solutions. PlanMember is committed to helping meet the retirement planning needs of individual investors and employer groups nationwide. On LinkedIn at http://www.linkedin.com/company/planmembe

On Twitter at http://www.Twitter.com/planmember ()

08/11/2026

That's a wrap on the season for the 403bees! 🐝πŸ₯Ž

This summer was full of teamwork, laughs, and a lot of good nights at the ballpark. Thanks to everyone who showed up to cheer us on!

08/04/2026

Back to school season often comes with new routines, new goals and a fresh start. Between busy schedules and new lesson plans, you might forget to plan for retirement. Now is a great time to learn about employer plans available to you and revisit your financial goals!

Click the link and take some time to plan for your future: https://www.planmember.com/members/small-increases-pay-overtime/ 🍎

AI-driven growth, evolving inflation trends, and global events help shape the markets during the second quarter.In our l...
07/31/2026

AI-driven growth, evolving inflation trends, and global events help shape the markets during the second quarter.

In our latest market update, we explore how the AI infrastructure boom, energy prices, and shifting interest rate expectations are influencing the economy and financial markets, while highlighting key trends investors should watch in the months ahead.

Staying informed and maintaining a long-term perspective can help you navigate changing market conditions.

June 30, 2026 Heather Rupp, CFA, VP Investments Tom Nugent, EVP, Chief Investment Officer The dominant drivers affecting the economy during the second quarter have been the conflict in the Middle East and the continued artificial intelligence (AI) impact on the economy and markets. Energy price rela...

If your cart is feeling a little lighter these days, you're not alone. Groceries are one of the first places you feel in...
07/28/2026

If your cart is feeling a little lighter these days, you're not alone. Groceries are one of the first places you feel inflation β€” and the impact adds up fast.

Here are 10 practical ways to spend less at the checkout line without sacrificing what your household needs:

With inflation on the rise, Americans are paying more for groceries and other essentials than ever before. Several factors are to blame, including higher fuel costs and supply chain disruptions. To help you save a little more in this environment, here are 10 tips to cut your monthly food bill.

07/04/2026

Wishing everyone a safe and happy Independence Day! We hope your 4th of July weekend is filled with fireworks, fun, and good company with your loved ones. πŸŽ‡

The   is the longest day of the year β€” and roughly the halfway mark β€” which makes it a natural checkpoint for your finan...
06/23/2026

The is the longest day of the year β€” and roughly the halfway mark β€” which makes it a natural checkpoint for your finances. Here are a few simple items to review to make sure you’re still on track.

Which one are you starting with? Tell us in the comments. πŸ‘‡

06/21/2026

Today we celebrate the lessons, guidance, and support that lasts a lifetime. to the father figures who lead by example and confidently help us build our futures. πŸ’™

06/19/2026

Today we honor Juneteenth, a symbol of resilience and progress for our nation. Our offices are closed in recognition of this significant moment in history.

How are you spending your summer? It might say more about your portfolio than you think πŸ‘€ Leave a comment below and tell...
06/15/2026

How are you spending your summer? It might say more about your portfolio than you think πŸ‘€ Leave a comment below and tell us what type of investor you are.

Address

6267 Carpinteria Avenue
Carpinteria, CA
93013

Opening Hours

Monday 6am - 5pm
Tuesday 6am - 5pm
Wednesday 6am - 5pm
Thursday 6am - 5pm
Friday 6am - 5pm

Telephone

+18008746910

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