PlanMember serves those who serve others by providing retirement planning and investments to employees of education, nonprofits and public institutions.
PlanMember (planmember.com) has 3 customer reviews on Five Star Index, with an average rating of 1.0 out of 5.
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Banking & Money · Woodland Hills, California
Excellent
Banking & Money · San Francisco, California
Excellent
Banking & Money · Beverly Hills, California
Excellent
Banking & Money · San Francisco, California
Excellent
3 approved reviews, newest moderated first
Sean C.
The people who answer the phones aren't eligible enough. You think they would know what a non-elective contribution is. The friction they create when you try to move money out of plan member is ridiculous. The fees are on the high side.
Disappointed
This company is SUPER sketchy. They are trying to unilaterally change the terms of my loan in order to force a default. The customer service is truly awful.
Mark
I had a small account with PlanMember, only $157. When I tried to close the account in October 2023, I submitted my paperwork through my broker as listed on the PlanMember website. I signed the forms (as can be seen in the email correspondence attachments to my broker), but PlanMember says the forms were not signed. That is inaccurate, and even if they believed it to be the case, they had a fiduciary duty to contact me to resolve any such matters. Presently, the account is worth $0.23 (twenty-three cents), with all of the money going to fees. I have not benefited one penny from this account, but PlanMember has lied and taken every penny, save for $0.23. I have the signed form in my email account so there can be no doubt the form was properly filled out and signed. Also, my broker was excellent, and I had no problems with him. The one star rating is for the company PlanMember.