Help Your Employees Prepare For Retirement
Polaris makes it easy to implement a low cost retirement plan that is individually designed for your business or non-profit, regardless of its size. We offer tailored options and a flexible approach to help you maximize your employees’ retirement outcomes. As an independent firm, we work on your behalf to to help you select, customize, and design a plan that make sense for your business. Our financial advisors provide guidance and support to you and your employees.
How We Work With You
We serve as the single point of contact for you and your employees to help manage your plan and their retirement savings.
Our services are designed to align with your goals and help you develop a robust, integrated, and low cost plan.
We work with you to develop and implement a plan strategy that meets your company’s benefit goals.
We provide ERISA Section 3(38) fiduciary services to provide robust investment management and reduce your fiduciary liability.
We combine automated and human advice to address employee questions and provide financial education.
We design custom communications to help plan sponsors increase enrollment or engagement around a specific topic
We offer a diverse range of low cost fund options including mutual funds, ETFs, and managed portfolios.
We perform administration, compliance, record-keeping, and custodial due diligence and selection.
Robust Investment Options
We offer a diverse range of low cost fund options, managed portfolios, and target date funds.
Employees have access to a global array of low cost passively and actively managed mutual and exchange traded funds (ETFs).
Our investment team constructs professionally managed, broadly diversified model portfolios to help employees meet their retirement goals.
Target Date Funds
Employees have access to a suite of low cost target date funds.