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ArtsPool Retirement Plan

Interested in ArtsPool's pooled retirement plan? Connect with us for more information!

Julie Alexander
Updated by Julie Alexander

As a result of the Secure 2.0 Act, 20 states, including New York, have enacted legislation requiring employers to provide a retirement savings plan for their employees.  While programs like NY Secure Choice and NJ Secure Choice are the default, many organizations prefer a more customizable alternative that can satisfy state mandates while  offering greater flexibility and value to employees.

Why choose the ArtsPool Pooled Employer Plan?

The ArtsPool Pooled Employer Plan (PEP) is a qualified 401(k) retirement plan that allows ArtsPool members to certify an exemption from state mandates. Unlike one-size-fits-all state programs, our plan is built for the unique needs of the nonprofit arts and culture sector.

  • Socially Responsible Investing: Gain access to vetted socially-aligned portfolios that reflect your organization’s values.
  • Customizable contributions: You control the employer match and employee eligibility thresholds.
  • Pre-tax and Roth Options: Offer employees the choice of a traditional 401(k) or a Roth plan, which is missing from many Roth-only state plans.
  • Built for Nontraditional Workforces: Our plan accommodates seasonal and part-time staff common in the arts.
  • Dedicated Support: Professional guidance from Alerus Financial and the ArtsPool team.
  • Multi-State Flexibility: If you have staff in multiple states, our plan provides a single, retirement benefits offering that allows you to satisfy varying state requirements without managing multiple state-run plans.

ArtsPool members utilizing our Workforce Administration services are eligible to participate in the PEP. Leverage the pool to share knowledge and consolidate employer obligations!

How it works

The ArtsPool retirement plan is through Alerus Financial, with ongoing advisory services from Ari Teplitz at Teplitz Financial Group, and third-party administration services by Keystone Benefits Group. ArtsPool members are welcome to begin participation in the ArtsPool PEP on the first day of each calendar year quarter. You can connect with the plan's financial advisor Ari Teplitz anytime to discuss the details of the retirement plan. Please contact your Workforce Administration Lead for an introduction!

Each participating member is able to customize details of their plan, including employer match and employee eligibility thresholds.

Once your plan is established, your Workforce Administration Lead can support with reporting and compliance.

Changes to your plan in the ArtsPool PEP

If your organization is already participating in the ArtsPool PEP and you would like to make changes to your plan (eg: employer match, employee eligibility thresholds), please submit the Pooled Employer Plan Change Form. You are also welcome to connect with Ari Teplitz anytime if you have questions regarding your plan.

How did we do?

New York Secure Choice Savings Program

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