Pooled Employer Plan Change Form

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Please complete this form to notify Teplitz Financial and ArtsPool of your desire to change elements of your organization's portion of ArtsPool's Pooled Employer Plan (PEP) for retirement. NOTE: Changes depend on a variety of factors, and not every change can be made to the plan. Ari Teplitz will follow up to discuss your situation specifically and address options.

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* Indicates required question

Email *

Your email

I would like to (please select all that apply): *

Add an employer match

End an employer match

Change eligibility requirements (minimum age, length of service, etc.)

Issue a profit-sharing distribution

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Submit

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