PlanMember Corporate Headquarters

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),

I contacted your Customer Service unit today regarding my recent transfer of financial accounts from one financial adviser to a new Company. this transfer was not totally without problems; There are Tax and communication situations that came up that I couldn't get EASY Answers to resolve these Questions. Your agents at the Customer Service (Josh and Rama) were so helpful and courteous and above all they showed me they care. I now have a better understanding of how your Company handles your clients business

As a client I've been very happy with their services. My Financial Advisor Blake Douvros is always on top of it and has laid out a retirement plan to get me retiring at the age I was looking for. Whenever I have questions he always gets back to me within the hour and explains everything. Happy with the rate of return for my managed account and how they rebalance for market corrections.

PlanMember Financial has exceeded my expectations for a company that handles my retirement account. My advisor, Dave Meckstroth, is always willing to help out when I contact him. He returns my calls/emails promptly. Any time I have called to talk to a representative on the phone, they are very courteous and professional. They answer any questions I have and are very knowledgeable.

After changing jobs, it took MONTHS of persistent proactiveness on my end to get a response allowing me to move forward with my PlanMember account. My emails went ignored for weeks at a time; when I did get a response it was practically: "Figure it out with your new advisor at your new job." I didn't have one. I decided to switch to a different financial institution, and I am in month 11 of attempting to rollover my funds. It has been 14 months since I've been able to contribute to my account, but I have s

This company was terrible. They moved money without my permission. They botched almost every single transaction I ever made with them. The people in the call center are helpful, but that doesn't make up for the incompetence. I also understand they just lost a class action lawsuit. They even made it difficult for me to leave after I finally had enough. Good bye, I won't miss you. Returns were also meager. It's the worst PMS a person can experience....

I was having issues with receiving and printing certain documents. I phoned the Plan Member's service center. A young woman was most patient and helpful. She is both competent and pleasant. I am an 80 year old woman so I truly appreciated her attitude and support.

When we transferred our assets from PlanMember to Vanguard, the Vanguard representatives were appalled at how PlanMember was not following basic industry (and FINRA) standards. If you ever want to get your money back out from them, expect it to take a few extra months. They will do everything in their power to ignore requests and drag their feet. For all those people trying to get your money, don't hesitate to report them to FINRA, as that usually results in more prompt action. The user interface is atroc

I couldn't retrieve my password so I called Planmembee services. They answered the call promptly without much wait time. The customer service representative was helpful and willing to answer my questions about how to navigate through the website with patience. He made me feel comfortable. The process was easy.

The customer service rep was wonderful. She walked me through the online process for my transaction step by step and was very patient! I really appreciated her help and her sunny disposition.

The customer service from this company is horrible! I am reminded of the scene in Mary Poppins where the bank won't give you your money. Twice I made transfers from my 403b . Both times they dragged their feet requiring numerous phone calls on my part to get them to do what I asked. I lost about $4000 in market declines while they took almost a month to do each transfer. The worst part is that if they need something, they never call you to ask; they always wait until you call them. I will be filing a c

I've been trying to terminate my PlanMember Services 403(b) and transfer to a quality 403(b) account for almost 4 months (since November 2016). PlanMember Services continues to state that I am missing paperwork. Initially (in November 2016), PlanMember Services and my advisor did not send me the proper paperwork to terminate (IAS form) my PlanMember Service 403(b). I attempted to maximize my 403(b) investments in 2016, but my advisor did not file paperwork in a timely manner, nor did my advisor deduct the p

I did not know what to expect when I contacted PlanMember but I was pleasantly surprised. My call was answered quickly by a human and he was able to verify who I was and help me get my issue resolved.

This company was the retirement provider for my wife's nonprofit organization. I have never seen such an incompetent operation in my life. Their performance was atrocious to say the least. Market is in a huge rally mode this year and they are losing peoples money, all while collecting a huge fee. When we were able to withdraw the funds, they mistakenly paid taxes on qualified assets and admitted it was their fault. Do they quickly correct the situation for us? No, they don't even respond back. If you

Called to share my update my account information . The representative was very helpful and efficient. He also took all security measures to ensure that it was me on the line.

I've been a client of PlanMember for almost 20 years. They have always answered my questions and responded to my requests for service quickly and efficiently.

PMS refuses to release my father's inheritance, after 4 months of struggle. They claim not to receive each needed document several times. PMS refused to provide an account statement with numbers they demanded to release the funds. They have claimed for 3 weeks that "the check is in the mail". I suspect PMS is insolvent.

I have used them for the last 15 years and have had a reasonable return. It's very difficult to figure out what the fees are. Agent has been helpful.

PlanMember is a great and helpful company. I am very satisfied with my earnings within my policy.

I have been very happy with my representative and with the consistant service that I have received from PlanMember.

The representative that I spoke with made it easy for me to follow the steps he outlined. I'm not very computer savvy and I got to all the information I wanted.

I have experienced knowledgeable and professional representatives, It was a pleasure and smooth transaction for me, I highly recommend PlanMember.

This investment service is excellent. The people are reputable and knowledgeable. I recommend them for investment advice.

Plan Member Service Center was incredibly helpful and answered all my account questions professionally.

I have received excellent service from PlanMember and their agents.

I spoke with Ms. Rikki and she was very polite and caring and helped me get just want I needed. Thank you Rikki!!

I've been well serviced by Troy Dueker for about 20 years. Good company.

Sean Carroll was very nice, very professional, and very knowledgeable. Thank you, Sean!

I am very satisfied with my planmember adviser, Sam Davis.

Excellent, efficient services to resolve my concern.

Very friendly and knowledgeable customer service reps.

Great customer service, helpful and easy to understand.

finally got paperless done correctly