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Reduction in plan document setup and implementation fee.

About Verdara

Verdara helps mission-driven organizations offer their teams a retirement plan that actually delivers on its promise. Through pooled retirement plans (401(k) and 403(b)), we take on the fiduciary and administrative burden that typically falls on lean nonprofit teams — no dedicated benefits staff required. Employees get potentially lower fees, portability options between jobs, and a path to choose guaranteed income in retirement, not just a savings account. Co-developed with Equable, a nonprofit focused on sustainable public retirement solutions, and structured as a public benefit corporation, Verdara was built by people who share the values of the organizations we serve.
Service Region
  • Berkshires
  • Cape & Islands
  • Central
  • Greater Boston
  • Metrowest
  • Northeast
  • Pioneer Valley
  • Southeast
Keywords
  • Retirement plans
  • 401(k)
  • 403(b)
  • Pooled Employer Plan (PEP)
  • Fiduciary services
  • Employee benefits
  • Retirement administration
Core Competencies
  • Pooled Employer Plan (PEP) design and administration for 401(k) and 403(b) plans
  • Fiduciary oversight and risk management
  • ERISA/compliance support
  • Lifetime income solutions
  • Financial wellness