Banc Wealth Group
  • Home
  • Wealth Program
    • Financial Advisors
    • Digital Platform
    • Investments
    • Workplace
    • Program Management
  • Why Banc Wealth
  • Contact
  • News

​Workplace Banking Benefits

Picture
Easily offer retirement plans, HSAs, and investment advice to your business banking clients

Does your bank provide business workplace benefits?

Today’s employers are turning to their bank relationships to provide their business and employees with a full suite of financial benefits. Our business workplace benefits are a simple way to offer bank partners retirement plans, health savings accounts, and personal financial advice. 

​With educational services, seminars, webinars, digital tools, and personal guidance from financial advisors, these benefits 
can help your partners and their employees go further in life and at work. As part of program management, our team partners with your bank to design and implement a solution that complements any existing business banking offering. These benefits are available, though not a required component of the wealth management program.
Picture
Speak with Our Team

Financial Benefits for your
​Business Banking Partners

Picture
Retirement Plans
​

Modern & affordable retirement plan offerings specifically designed for small / mid size businesses and non-profits.
Picture
Health Savings Accounts (HSAs)

​
A triple tax advantaged health & benefit account solution to help employees manage medical expenses.
Picture
Personal Financial Advice
​

​Financial planning & investment management for business employees.

Designing Your Program

​At Banc Wealth Group, we understand that each of your business relationships are unique. We partner with your team to design a program tailored to the specific needs of employer groups - whether they are businesses, government agencies, associations, non-profits, and/or contractors. Our goal is to serve as a seamless extension of the bank's services.
Learn More
Picture

Retirement Plans

Our retirement plan solution is designed to provide businesses and nonprofits with hassle free and affordable plans, regardless of their size. Our bundled solution encompasses all essential retirement plan components including record keeping, administration, custody, technology, and investment management. ​Whether a business group has an existing retirement plan or not we can help them better understand and explore their options.
​A variety of retirement plan options to help your business partners meet their retirement plan needs.
401(k)  |  SEP-IRA  |  Payroll Deducted IRA  |  403(b)
Picture
Customizable plan services include:
  • Plan Design
  • 3(38) Advisory Services
  • Direct Payroll Integration​​​


​
  • Digital Onboarding & Dashboard
  • Dedicated Financial Advisors & 401(k) Success Manager
  • 3(16) Fiduciary Administration
Picture

Health Savings Accounts (HSAs)

Our HSA solution allows business partners that offer a High Deductible Health Plan (HDHP) to provide their employees with Health Savings Accounts (HSA). Our partner platform encompasses all essential HSA components including administration, custody, technology, and investment management.
Features of our HSA solution include:
  • Carrier Agnostic
  • Simple Enrollment
  • Investment Options
  • Participant Education​
​
  • Digital Portal
  • Debit Card
  • Support​

Personal Financial Advice

Our dedicated financial advisors are available to provide personalized 1:1 advice to all business employees & help them navigate life events and invest towards their future. Employees have access to their own investment and planning portal.
Help business banking employees address a wide range of considerations in every stage of their career.
Plan: Design a financial roadmap based on their priorities and goals.
​​Invest: Invest with goal & risk based managed portfolio(s). ​
Stay on Track: Update & revise plans as needed. Access guidance for budgeting, debt management, student loans, cash management.
Picture

Advantages

​For Your Business Partners
  • ​Attract and retain employees
  • Easily offer additional benefits 
  • Educate and empower employees to have confidence in their finances 
  • Potential tax saving advantages of retirement plans & HSAs
  • Accessible benefits for all employees
For Your Bank
  • ​Attract and retain customers
  • Enhance value proposition of business banking program
  • Realize additional recurring non-interest revenue
  • Boost customer loyalty
  • Bundle investing and banking benefits
  • Defend against capital flight
Subscribe to our news & updates:

Polaris Financial, LLC
​
Polaris Financial
Credit Union Wealth Group

​Legal
​
Terms of Use
Privacy Policy
Form ADV Part 1

​Form ADV Part 2
Form CRS
Contact
​
(888) 212-9940
​[email protected]
© 2025 Polaris Financial, LLC.
Advisory services offered through Polaris Financial, LLC doing business as Banc Wealth Group. Polaris Financial, LLC is a SEC registered investment advisor. 6 Liberty Square #2663 Boston, MA 02109. All rights reserved. Brokerage services provided to clients of Polaris Financial, LLC by Altruist Financial LLC and/or Interactive Brokers Group, registered broker-dealers and members FINRA/SIPC. Past performance is no guarantee of future results. All securities involve risk and may result in loss. Nothing in this communication should be construed as a solicitation or offer, or recommendation, or advice to buy or sell securities or services. 
Investments in securities: Not FDIC Insured - Not NCUA Insured - No Bank Guarantee - May Lose Value. 
Banc Wealth Group has a partnership with banks to provide investment advisory services to their customers. The banks are not investment clients of Banc Wealth Group but have a revenue sharing relationship that can create a conflict of interest. 
  • Home
  • Wealth Program
    • Financial Advisors
    • Digital Platform
    • Investments
    • Workplace
    • Program Management
  • Why Banc Wealth
  • Contact
  • News