What is a PEP?

A Pooled Employer Plan (PEP) brings multiple organizations together under one collective retirement alliance. By pooling resources and leveraging economies of scale, your organization gains access to institutional pricing and sophisticated benefit designs that are typically out of reach for individual employers.

Instead of forcing you to manage a complex, isolated retirement plan, a PEP consolidates the process. It eliminates duplicative fees, significantly reduces your administrative burden, and provides your employees with an affordable pathway to guaranteed lifetime retirement income.

This is retirement, reclaimed.

How Do PEPs Work?

Transitioning to a Verdara Pooled Employer Plan is a seamless process designed to minimize disruption and maximize benefits.

1. Unite under one collective plan

When you join Verdara, your organization adopts into an expert-designed, customizable plan with other mission-driven employers. You instantly gain the purchasing power and stability of institutional investors.

2. Offload the fiduciary burden

We take on the legal and regulatory heavy lifting. Verdara manages compliance, taking care of investment oversight, handling the Form 5500 filings, and covering the coordination required for annual audits.

3. Integrate seamlessly with payroll

Our solution connects smoothly with your existing systems. Your regular duties are reduced to simply sending payroll contributions on time and providing annual census data.

4. Empower your employees

Your staff enrolls in a portable, pension-like retirement plan. They gain access to robust financial education tools and a secure path that grows their savings into guaranteed* income for life.

SECURE YOUR TEAM'S FINANCIAL FUTURE TODAY

Why Verdara?

We design and manage pooled, portable retirement plans that combine the best elements of traditional pensions and modern offerings—without the complexity, hidden fees, or conflicts of interest.

Streamlined administration

Leave the complex paperwork to us. Verdara manages compliance and testing, freeing your HR and finance teams to focus on your organization's core mission.

Reduced costs through pooled resources

Stop paying excessive fees for isolated plans. By sharing scale with other mission-driven employers, you unlock transparent pricing, eliminate overlapping fees, and ensure every dollar goes further for your organization and your employees.

Fiduciary oversight managed by experts

Protect your organization from unnecessary risk. Verdara assumes all fiduciary responsibility related to pooled plan management. We oversee the investments and monitor compliance, so you don't have to carry the burden of fiduciary liability.

A clear path to guaranteed retirement income

Give your employees the financial security they deserve. Our plans offer a pension-like advantage without the rigidity. The longer your employees work, the more retirement income they can accumulate, reducing the risk of outliving their savings and giving you a competitive edge in today’s talent marketplace.

Secure your team's financial future today

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Retirement reclaimed for mission-driven employers