PlanMember Financial Corporation Announces Acquisition of Remotiv Technologies
PlanMember Financial Corporation, the Carpinteria, California-based retirement planning specialist, has announced the acquisition of Retirement Motivation Technologies (Remotiv), a company that delivers conflict-free financial wellness and employee engagement technology for employers. The deal, announced on July 7, 2026, brings Remotiv's platform — which blends education, planning tools, and social engagement to drive measurable participant action — into the PlanMember family.
Under the terms of the arrangement, Remotiv will continue to operate as an independent entity while its technology and team expertise are integrated into PlanMember's solutions, adding value across the firm's programs, partners, and client base. Bobby Dughi will serve as President of Remotiv following the acquisition.
"This development represents an exciting step forward for our firm."
— Bobby Dughi, President, RemotivWhat Remotiv Brings to PlanMember
Remotiv's platform is designed to solve one of the toughest challenges in workplace retirement programs: getting employees to actually engage with their financial futures. By combining education, planning tools, and social engagement, the technology helps employers move participants from passive enrollment to active, measurable participation. Dughi noted that existing Remotiv clients will retain the current service model while gaining access to new opportunities, enhanced capabilities, and the expanded resources that come with being part of a larger organization.
"We are pleased to be acquiring Remotiv and their talented staff."
— Jon Ziehl, President & CEO, PlanMember Financial CorporationScale, Reach, and What Comes Next
For PlanMember, the acquisition strengthens its suite of educational, financial wellness, and employee engagement programs — not only for existing Remotiv clients, but across its 4,300+ employer group relationships and 54 Financial Center offices nationwide. With more than $20 billion in assets, PlanMember specializes in supporting financial advisors with retirement planning for their clients, and has established over 50 independent Financial Centers across 27 states, with a stated goal of growing to 80 nationwide.
For more than three decades, PlanMember has provided personalized retirement planning and administrative services to public and private sector employers and employees through a broad selection of investment programs. Securities and advisory services are offered through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor, and member FINRA/SIPC.
Strategic acquisition. PlanMember Financial Corporation has acquired Retirement Motivation Technologies (Remotiv), a provider of conflict-free financial wellness and employee engagement technology for employers.
Independence preserved. Remotiv will continue operating as an independent entity, with Bobby Dughi serving as President, while its technology is integrated into PlanMember's solutions.
Engagement-driven platform. Remotiv combines education, planning tools, and social engagement to drive participant action and deliver measurable results for employers.
Expanded reach. The deal enhances financial wellness and engagement programs for PlanMember's 4,300+ employer group relationships and 54 Financial Center offices nationwide.
Growth trajectory. With $20 billion+ in assets and 50+ Financial Centers across 27 states, PlanMember aims to expand to 80 independent Financial Centers nationwide.