Verdara is a public benefit corporation built for the priorities of mission-driven professionals, not Wall Street’s incentives.
Our Pooled Employer Plans provide a pension*-like path to financial security—at a fraction of the cost and administrative burden for your organization.
We believe traditional retirement systems are failing the people who keep our institutions running. For organizations, offering a traditional 401(k) or 403(b) is often too complex, too expensive, and too laborious for lean administrative teams. For employees, these plans rarely offer the certainty of long-term financial security.
By pooling mission-driven organizations into one national retirement alliance, we create powerful economies of scale. Your organization gets lower costs, transparent pricing, and reduced administrative burden. Your employees get a portable plan that stays with them and guarantees income for life.
Offer a pension*-like path to steady income for life. Built directly into modern 401(k) and 403(b)s, our plans allow employees to transition their savings into guaranteed retirement income. They will never outlive their savings, giving them the peace of mind to focus on life, not market swings.
Unlock the innovative power of scale. By joining our Pooled Employer Plan, your organization accesses institutional pricing models. This eliminates duplicative fees and can save up to half the total plan cost for both employers and participants.
Offload the heavy lifting. No Form 5500. No annual plan audit. Verdara acts as the named fiduciary, managing all compliance filings, investment oversight, and regulatory testing. Your human resources and finance teams get their time back to focus on your mission.
Discover how much time and money your organization can save by switching from a traditional retirement plan to a Verdara Pooled Employer Plan.
The Verdara Lifetime Income Path uses an age-based investment strategy from early career up to around age 50. At that point the Path shifts to using a personalized investment strategy based on each individual's goals, assets, and risk tolerance. Instead of just investing in stocks and bonds that an individual has to drawdown themselves, the Path automatically invests in a guaranteed income account that will pay out in retirement and has the potential to grow with inflation.
Learn how joining our alliance can help you attract top talent, reduce administrative overhead, and seamlessly integrate with your existing payroll systems.
Access your onboarding guides, administrative resources, and connect with your dedicated support team.
Log in to your account, track your financial wellness, and explore your path to guaranteed lifetime income.
Get answers to common questions about Verdara's plans and how they work.
By pooling multiple employers into one collective plan, we access institutional pricing models that can save as much as half the total plan cost of traditional retirement plans*. With Verdara, there are no hidden fees or revenue-sharing conflicts—just transparent savings.
Your ongoing responsibilities are incredibly simple. You only need to send payroll contributions on time, provide annual census data, and review our regular performance reports. Verdara handles the complex compliance work, including the Form 5500, annual audits, and investment oversight.
Yes. Our platform connects seamlessly with over 300 payroll providers, ensuring a hassle-free transition and efficient ongoing management for your administrative team.
Yes. Verdara provides both 401(k) and 403(b) options with the flexibility to design a plan that fits your workforce. We offer turnkey packages for easy implementation, as well as customizable features to match your specific retention and recruitment goals.
Participants start with an age-appropriate investment strategy focused on growing their savings. Over time, they transition to a customized program that includes insurance products, such as fixed index annuities. This provides them with a steady, guaranteed* paycheck for life.
By pooling multiple employers into one collective plan, we access institutional pricing models that can save as much as half the total plan cost of traditional retirement plans*. With Verdara, there are no hidden fees or revenue-sharing conflicts—just transparent savings.
Your ongoing responsibilities are incredibly simple. You only need to send payroll contributions on time, provide annual census data, and review our regular performance reports. Verdara handles the complex compliance work, including the Form 5500, annual audits, and investment oversight.
Yes. Our platform connects seamlessly with over 300 payroll providers, ensuring a hassle-free transition and efficient ongoing management for your administrative team.
Yes. Verdara provides both 401(k) and 403(b) options with the flexibility to design a plan that fits your workforce. We offer turnkey packages for easy implementation, as well as customizable features to match your specific retention and recruitment goals.
Participants start with an age-appropriate investment strategy focused on growing their savings. Over time, they transition to a customized program that includes insurance products, such as fixed index annuities. This provides them with a steady, guaranteed* paycheck for life.
