This company is SUPER sketchy
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.
20 October 2025
Unprompted review
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Company details
Written by the company
PlanMember serves those who serve others by providing retirement planning and investments to employees of education, nonprofits and public institutions.
Contact info
Carpinteria Avenue 6187, 93013, Carpinteria, United States
- (800) 874-6910
- jhall@planmember.com
- planmember.com
2.9
Average
2 reviews
Hasn’t replied to negative reviews
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Avoid this company at all costs
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.
7 March 2024
Unprompted review
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