PlanMember Financial Corporation

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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 ()

Higher oil prices, stubborn inflation, and the AI buildout continue to shape financial markets. Our Investment Team brea...
10/16/2026

Higher oil prices, stubborn inflation, and the AI buildout continue to shape financial markets. Our Investment Team breaks down what's happening now and what to watch for in Q4.

September 30, 2026 Heather Rupp, CFA, VP Investments Tom Nugent, EVP, Chief Investment Officer Seven months into the conflict in the Middle East, markets are clearly reflecting the impact of higher oil prices on inflation. This increase has triggered a shift from what was anticipated as we started 2...

Your credit score plays a key role in your financial health but understanding how to improve it isn’t always straightfor...
09/29/2026

Your credit score plays a key role in your financial health but understanding how to improve it isn’t always straightforward.

Here are five simple tips that may help you build better credit. These small, consistent steps can make a difference over time.

See our full breakdown of the factors that impact your credit score:
https://www.planmember.com/members/improving-your-credit-score/

Gas prices are on the rise again, driven in part by the ongoing conflict in the Middle East. Events like these are far o...
09/25/2026

Gas prices are on the rise again, driven in part by the ongoing conflict in the Middle East. Events like these are far outside your control, but they can still put real pressure on your household’s budget. Here are 5 small tips that can help offset some of the costs at the pump.

09/07/2026

Today we recognize the hardworking people who serve and strengthen our communities every day. To our employees, partners, and members, we wish you a happy !

08/11/2026

That's a wrap on the season for the 403bees! 🐝🥎

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 — 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. 🎇

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

The is the longest day of the year — and roughly the halfway mark — 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. 👇

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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