Verdara Charter Alliance pooled employer plans are innovative retirement offerings purpose-built to serve the charter sector and their employees.
In the summer of 2025, Equable Institute announced a project called the “National Charter School Retirement System” to solve key challenges that charter operators and their employees face: status quo 401(k) and 403(b) plans do not offer investment options that effectively offer guaranteed lifetime income similar to a pension, educators often do not have high quality, conflict-free financial education, and the administration of defined contribution plans can be time consuming and complex. That NCSRS project has transformed into the launch of a public benefit corporation called Verdara.
Learn more at for how we enable charter school employers to move their existing 401(k) and 403(b) plans into a pooled plan with other charter school organizations, leveraging economies of scale to shrink fees and eliminate almost all regulatory compliance requirements for charter school employers.