Who We Are

We are building the future of retirement: pooled retirement plans that offer guaranteed retirement income to participants while simultaneously freeing employers from the regulatory headaches of administering their own retirement plan.
Equable Institute

We are a national nonprofit with a mission to educate the public about retirement system sustainability and the importance of retirement security for all.

Public Benefit Corporation

We are building a PBC to oversee pooled retirement plans. This organization will have a fiduciary duty to the employers that join its PEPs (like charter schools) and the participants in its plans.

NCSRS

Our PBC will create the National Charter School Retirement System a family of pooled employer plans to dramatically shrink administrative costs, drive down participant fees, and offer innovative retirement plan designs.

We exist to turn everyday retirement savings into lifelong, worry-free income.

Equable Institute is a national non-profit that educates the public about retirement plan sustainability and how to achieve retirement security for all. As part of serving this mission, Equable is creating a new stand alone entity that will be the pooled plan provider of a group of retirement plans that aim to simplify the administrative process for employers, reduce fees for employees, and offer innovative retirement plan design solutions. 

Pooled employer plans (PEP) offer a streamlined, cost-effective retirement solution for businesses and organizations. Employers who join a PEP don’t have to file annual reports, conduct retirement audits, or manage compliance

By pooling employers, cutting fees, and embedding guaranteed-income options inside modern 401(k) and 403(b) plans, we can shoulder the fiduciary work so organizations can focus on their mission and participants can count on a secure monthly paycheck—backed by holistic tools that grow with every stage of life planning.

Plus, we are building public benefit corporation to offer all of this, financed with philanthropic support, so that we can always prioritize participants and employers without having to load up products with fees to make a profit for private investors.

Get in Touch
Reach out to learn more about how Equable is creating an organizational structure that will support the charter school sector and its participants with the future of retirement plans in America.