PlanMember Ranks in Top 10 in PlanSponsor’s 2015 403b/457b Buyer’s Guide

By a News Reporter-Staff News Editor at Investment Weekly News -- PlanSponsor Magazine's 2015 annual 403(b) Buyer's Guide ranks PlanMember Services Corporation, the California-based provider of 403(b), 457(b), and 401(k) plans, second among national 403(b) providers in the number of new plans added in 2014 and ninth in the total number of plans in the K-12 market. Its number two place ranking was behind Security Benefit. Following PlanMember were AXA, GuideStone Financial Resources and Mass Mutual rounding out the top five. The Buyer's Guide is published in late August, 2015 for data collected in the 2014 calendar year.

With the addition of PlanMember's national marketing alliance with AXA, allowing PlanMember to offer its 403(b) platform through selected AXA's K-12 pay slots, the two companies' combined footprint ranks as number four behind Voya, Security Benefit and Met Life.

PlanMember attributes its growth in the employer group marketplace to its Financial Center business model, which co-brands PlanMember's national identity with established independent regional Financial Centers and their advisors across the country. It also credits its unique OPTIFUND Investment Program (bid product) and its innovative 403(b) & 457(b) savings program with all investments available by law packaged for governmental plans. With $8 billion in assets, PlanMember has established 28 successful Financial Centers in 17 states, with a goal of expanding to 80 nationally.

"We are proud to have PlanMember Services recognized in PlanSponsor's 403(b)/457(b) Buyers Guide in the top 10 rankings for both new 403(b) plan growth and total K-12 plans," said Jon Ziehl, CEO and founder. "This recognition puts us in a very formidable class of large investment providers. Our rapid growth provides PlanMember's advisors with access to new markets to help them achieve their business goals and objectives."

PlanMember is a nationally recognized broker/dealer, investment advisor, and member of FINRA/SIPC. An industry-leading broker/dealer for retirement planning in the public education and non-profit sectors for over three decades, PlanMember delivers personalized retirement planning services and a broad selection of investment and annuity solutions. The company is headquartered in Carpinteria, California. View source version on businesswire.com: http://www.businesswire.com/news/home/20150909006220/en/

Keywords for this news article include: Finance and Investment, PlanMember Services Corporation.

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