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Key Statistics

Minimum Client Size
Any Size
Total Customers Served
 
Most Popular Offerings
1. 457 Plan
2. Cash Balance Plan
Founded
1992

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About

Headquartered in Carpinteria, California just south of Santa Barbara, PlanMember Financial Corporation is a leader in the retirement planning market with more than 500 representatives and over 34 regionally-based Financial Centers...

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Clients

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