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Polaris Retirement Solutions
A white label retirement plan offering. ​

​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
Schedule a Demo
speak with a plan specialist
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. ​
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.
Our turnkey platform encompasses all essential retirement plan duties. ​
401(k)
Roth 401(k)
403(b)
457
Cash Balance
Health Savings Account (HSA)

Available Plan Offerings

Solution Features

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 Overview

We provide your clients with a simple and transparent retirement plan solution for their business. ​

Plan Features

  • Streamlined setup
  • 3(38) fiduciary investment advisory services
  • Access to financial advisors
  • Payroll integration
  • Roll out in a matter of weeks
  • Marketing support
  • Chat bot
  • 21st century participant dashboard
  • Low fund fees
  • Transparent plan fee structure
  • Flexible Deployment
  • Staff training
  • Ongoing support
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Contact
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(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