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PlanMember Model Plan

The PlanMember 403(b) and 457(b) Savings Program. A Model Plan Solution for School Districts. A Model Plan Solution for School Districts. Retirement Planning With You In Mind. For decades, PlanMember has been a leading provider of retirement planning services for teachers and individuals like you. We believe that individual investors deserve to have access to the same level of retirement planning, investment expertise and customer service as participants in the nation’s investment programs. This ...This ...

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PlanMember Model Plan | planmembermodelplan.com Reviews
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The PlanMember 403(b) and 457(b) Savings Program. A Model Plan Solution for School Districts. A Model Plan Solution for School Districts. Retirement Planning With You In Mind. For decades, PlanMember has been a leading provider of retirement planning services for teachers and individuals like you. We believe that individual investors deserve to have access to the same level of retirement planning, investment expertise and customer service as participants in the nation’s investment programs. This ...This ...
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1 planmember model plan
2 the planmember program
3 for employees
4 about us
5 about planmember
6 learn more
7 the planmember promise
8 find out more
9 request a brochure
10 sipc
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PlanMember Model Plan | planmembermodelplan.com Reviews

https://planmembermodelplan.com

The PlanMember 403(b) and 457(b) Savings Program. A Model Plan Solution for School Districts. A Model Plan Solution for School Districts. Retirement Planning With You In Mind. For decades, PlanMember has been a leading provider of retirement planning services for teachers and individuals like you. We believe that individual investors deserve to have access to the same level of retirement planning, investment expertise and customer service as participants in the nation’s investment programs. This ...This ...

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1

Compliance Check-Up | PlanMember Model Plan

http://www.planmembermodelplan.com/resource/compliance-check-up

Request A Compliance Checkup. Click To Get Started. Required fields are marked with an *. Add to the news list? Preferred Method Of Contact. Is your organization a:. Do you currently employ a third-party administrator? If so, who? About how PlanMember can help. Securities and advisory services offered through PlanMember Securities Corporation. A registered broker/dealer, investment advisor and member FINRA. 6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910.

2

Site Map | PlanMember Model Plan

http://www.planmembermodelplan.com/site-map

Click To Get Started. Administrative & Compliance Support. Employees Win, Too! A Plan for Every Stage. Investment and Annuity Solutions. The Power of Membership. Click To Get Started. About how PlanMember can help. Securities and advisory services offered through PlanMember Securities Corporation. A registered broker/dealer, investment advisor and member FINRA. 6187 Carpinteria Ave. • Carpinteria, CA • 93013 • (800) 874-6910.

3

Request A Brochure: A Revolutionary 403(b) and 457(b) Plan Solution for School Districts | PlanMember Model Plan

http://www.planmembermodelplan.com/resource/request-a-brochure

A Revolutionary 403(b) and 457(b) Plan Solution for School Districts. Click To Get Started. Required fields are marked with an *. Add to the news list? Preferred Method Of Contact. Is your organization a:. Yes, please send me a copy of the brochure. About how PlanMember can help. Securities and advisory services offered through PlanMember Securities Corporation. A registered broker/dealer, investment advisor and member FINRA.

4

Financial Literacy Workshops | PlanMember Model Plan

http://www.planmembermodelplan.com/the-model-plan/financial-literacy-workshops

Click To Get Started. For districts that offer the PlanMember 403(b) and 457(b) Savings Program, a variety of Financial Literacy Programs are also available. Designed to educate employees at any career stage, these non-sales workshops teach basic planning and investment principles and how to avoid common mistakes that can undermine a financially secure retirement. PlanMember Financial Literacy Program topics include:. To request more information. Administrative & Compliance Support. Employees Win, Too!

5

The PlanMember Program | PlanMember Model Plan

http://www.planmembermodelplan.com/the-model-plan

Click To Get Started. From top to bottom, the PlanMember Program has you covered. IRS 403(b) plan regulations continue to place a host of responsibilities upon school districts and nonprofit employers. Many employers make uninformed decisions that may put them at risk for compliance and administration problems, low employee participation and difficulty attracting and retaining employees. Administrative and Compliance Support. Compliance can be challenging but PlanMember along with a designated TPA can he...

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themodelplan.com themodelplan.com

THE MODEL PLAN | FAQ

http://themodelplan.com/faqs

Learn why the Model Plan was created by Florida’s top education groups. Check out the select companies vetted to provide the best available products to your employees. See what participating school districts have to say about the Model Plan. Who is the Independent Benefits Council? What is the Model Plan? Established by the IBC, the Model Plan brings together a set of preferred products for Florida’s school employees’ supplemental retirement savings within 403(b) plans. Investment products and the co...

themodelplan.com themodelplan.com

THE MODEL PLAN | FIND A PLAN

http://themodelplan.com/find-a-plan

FIND A PLAN IN YOUR DISTRICT. Alachua County Public Schools. Baker County School District. Bradford County School District. Broward County School District. Calhoun County School District. Charlotte County Public Schools. This school district has not approved all Model Plan companies as authorized investment providers in its supplementary retirement program. Clay County School District. Collier County Public Schools. Columbia County School District. DeSoto County School District. Glades County School Board.

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OMNI® - 403b Retirement Savings Plan Administration and Compliance Monitoring

https://www.omni403b.com/p3.aspx

Revolutionizing the relationship between employers and their 403(b) providers. OMNI's Preferred Provider Program (P3. Presents the opportunity to reduce your fees for 403(b) plan administration. As the investment providers who have qualified for P3 status have agreed to assume the costs of plan administration on the district's behalf. In addition to the financial benefit, P3 makes available investment providers who have been independently vetted by a committee of your industry peers. How it came to be.

themodelplan.com themodelplan.com

THE MODEL PLAN | FOR EMPLOYEES

http://themodelplan.com/for-employees

Saving for Your Retirement. Investing for Your Retirement. Facts About the Model Plan. Find a Plan in Your District. Saving for Your Retirement. As a public school employee, you dedicate your career to the future of Florida’s students. You deserve a secure and comfortable future of your own. You pay no current income tax on the money you contribute or on your investment. If you change jobs, your savings go with you. It can help close the gap:. Save More with Less Effort. With $300 pre-tax contribution.

themodelplan.com themodelplan.com

THE MODEL PLAN | PROVIDER COMPANIES

http://themodelplan.com/companies

Learn why the Model Plan was created by Florida’s top education groups. See the select companies vetted to provide top-quality products to your employees. Hear how Model Plan districts have improved retirement options for their employees. When it comes to investment decisions, you can have too much of a good thing. Research shows that too many options or choice overload lowers the motivation to choose, especially among voluntary investment plans. The Independent Benefits Council. For information on indiv...

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PlanMember Model Plan

The PlanMember 403(b) and 457(b) Savings Program. A Model Plan Solution for School Districts. A Model Plan Solution for School Districts. Retirement Planning With You In Mind. For decades, PlanMember has been a leading provider of retirement planning services for teachers and individuals like you. We believe that individual investors deserve to have access to the same level of retirement planning, investment expertise and customer service as participants in the nation’s investment programs. This ...This ...

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Plan Member Services - Planning your future.today. Welcome to PlanMember Partners Website! PlanMember provides helpful tools, resources and support for our partners through this PlanMember Partners website. To find out more about how to become a partner or a member, go to PlanMember.com. Or call (800) 874-6910. Enter your username and password. Please disable any pop-up blockers before logging in. Need help to get your username? Need help to reset your password? Need help to change your password?

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