A PLANMEMBER FINANCIAL CENTER
School Benefit ServicesFinancial guidance for education professionals
Call School Benefit Services at (916) 393-2583 or Contact us
Financial Wellness Resources
We provide financial education videos, articles, and more to help improve your knowledge and confidence.
A Proven Approach
Our proven approach to retirement planning consists of four simple, effective steps designed to keep you on track to your retirement.
Individuals & Families
Achieving a secure future for yourself and your family will provide more peace of mind, but it won’t happen without careful planning and adherence to a strategy.
Educators
Whether classified, certified, or administrative, educational employees face unique retirement planning challenges.
Public Employees
We can help assess your current employer retirement benefit, identify opportunities, and provide a personalized plan forward.
Employers
If you're an employer that needs help minimizing your regulatory risks while optimizing retirement plan benefits for employees, we’re here to help.