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Polaris HSA Investment Solutions
A white label HSA offering. ​

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. 

Solution Documents

For Banks - Polaris Retirement Solutions
File Size: 737 kb
File Type: pdf
Download File

For Credit Unions - Polaris Retirement Solutions
File Size: 737 kb
File Type: pdf
Download File

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Solution Features

Our turnkey platform encompasses all essential retirement plan duties. 

Investment Lineup

Polaris 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 Compliance

Our 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. 

Technology

Our 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 Advice

We combine automated and human advice to address employee questions, provide education, and design an investment strategy that helps meet their needs.

Available Plan Offerings

401(k)
Roth 401(k)
403(b)
457

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.

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.  

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. 

Plan Features

  • Streamlined setup
  • 3(38) fiduciary investment advisory services
  • Access to financial advisors
  • Payroll integration
  • A.I. chat bot
  • 21st century participant dashboard
  • Low fund fees
  • Transparent plan fee structure

Benefits

Our solution offers numerous revenue and clear value opportunities for your institution:
  • Offer a best in class solution to your SMBs and non profit clients
  • Gain a non-interest revenue steam
  • ​Strengthen relationship with small business owners
  • Demonstrate a clear value add to business owners
  • Gain a greater share of the client's wallet 
  • Cross sell personal banking products
  • Cross sell cash management business services
  • Lead generation for future clients

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support@polarisportfolios.com
​
Polaris Portfolios, LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.  
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value.
All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Please read our Full Disclosure for important details. 
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment advice. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Polaris Portfolios, LLC endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS which also provides educational materials about broker-dealers, investment advisers, and investing.
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