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The PlanMember Retirement Planning System

A proven approach to retirement planning in four simple steps

With PlanMember, members have access to an array of investment choices, planning support and personalized services. These important membership benefits help take the mystery out of retirement planning and provide the foundation to help you achieve your retirement dreams. Here's how it works.

1. Personalized Plan & Savings AnalysisTM – This ”road-map” to retirement planning is designed to help members establish their retirement income goals, estimate savings needs, calculate projected Social Security and/or state retirement system benefits and recommends a PlanMember Asset Allocation Portfolio that matches their personal investment objectives.

2. Professional Investment Advice – Members can benefit from professional investment advisory services that include mutual fund selection and portfolio management services. Members also receive personalized recommendations for a PlanMember Asset Allocation Portfolio that is actively managed according to a time- tested approach to retirement investing.

3. Online Retirement Plan ReviewTM– This online planning check-up helps members stay on track with their long-term goals by recommending adjustments to their savings and investment strategies as their circumstances change.

4. Ongoing Education and Support – Members stay informed and actively involved in their plan through a variety of education and support services. These include a toll-free service center, 24/7 online account access, planning tools, quarterly consolidated statements, membership newsletters, financial market updates and the personal support of a PlanMember Financial Professional.

Contact me today for your Personalized Plan & Savings AnalysisTM, or call PlanMember at (800) 874-6910 and start planning your future, today.

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