URTA | The URTA Umbrella

THE URTA UMBRELLA RETIREMENT PROGRAM

An exciting solution for arts organizations and the staff who support them, The URTA Umbrella is designed to educate and empower arts professionals to attain financial security by bringing together industry leading advisors, investment managers, and administrators to create a comprehensive retirement plan.

Participants will enjoy a full suite of benefits aimed at helping them achieve their financial goals and retirement on their terms.

Financial Education: From live seminars to exclusive podcasts and monthly email commentaries, participants are equipped with the education and knowledge to make them more informed financial consumers.

A Digital Experience: Participants are able to view, update, and manage their investments from an online portal and mobile app.

Investment Optimization: The Teplitz Financial Group uses RISKalyze, the most advanced investment optimization software available, to help participants match their risk tolerance and investment profile.

Personal Financial Advice: From budgeting to debt reduction strategies, your employees have many financial concerns. Through this program, participants are able to meet one-on-one with their financial advisors to discuss many financial matters.

Financial Coaching: For those who want an ongoing relationship with their financial advisor, to work with them on everything from goal setting to budgeting and debt reduction.

URTA Associate (required): Discounts on URTA programs and services, career development workshops targeted to your early-career staff, unique marketing opportunities, prominent presence at URTA events, and helpful tools in hiring and staff recruitment.

$1,150 annually
Set-up Fee ($100) ● Administration Fee ($300) ● Advisory and Management Fee ($250) ● URTA Association Fee ($500) – Waived!
Plus $23 per participant

1.84% asset-based fee (paid by participant)

If you’d like to learn more about The URTA Umbrella Retirement Program, contact Christy Hamilton at chamilton@urta.com.