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Polaris Retirement Solutions is a white label retirement platform for banks and credit unions that want to offer affordable and conflict-free 401(k), Roth 401(k), 403(b), and 457 plans to their SMBs and non-profit clients. Our modern solution encompasses all essential retirement plan duties, including record keeping, third party administration, custody, and investment management. Polaris Retirement Solutions makes it easy for banks to compliantly offer retirement plans and receive a non-interest revenue stream.
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Solution Documents
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Solution Features
Our turnkey platform encompasses all essential retirement plan duties.
Investment LineupPolaris Portfolios does not have ties to fund families or conflict of interest when it comes to investment selection. Our standard fund lineup offers best-in-class low cost passive and active funds. If desired we are more than happy to customize this fund list to meet the needs of the plan and its participants.
Focus on ComplianceOur back end partners have decades of experience in compliance and record keeping. Our infrastructure is powered by some of the strongest and most established providers in the retirement plans business.
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TechnologyOur solution incorporates the latest in 401(k) technology. Participants have access to a streamlined on-boarding process, a beautiful dashboard, and an A.I. chat bot. Employees can ask all types of questions about their 401(k) 24/7.
Professional AdviceWe combine automated and human advice to address employee questions, provide education, and design an investment strategy that helps meet their needs.
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Available Plan Offerings
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401(k)
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Roth 401(k)
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403(b)
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457
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Plan Overview
We provide your clients with a simple and transparent retirement plan solution for their business.
Simple Sign Up.We have created a solution designed to cut through the red tape and paperwork of setting up or transferring a retirement plan. With us, simply electronically sign a few documents and we take care of the rest.
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Customizable Plans.Businesses can utilize our standard plan or customize one to meet their firm's and employees' needs. Our team will be there to guide you through the process.
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Efficient Onboarding.Our platform is integrated with many large payroll partners. If their business does not rely on a payroll provider, our payroll tool makes the upload process quick and painless.
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Plan Features
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Benefits
Our solution offers numerous revenue and clear value opportunities for your institution:
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