4000 Market Street,
Government and non-ERISA retirement plans are underserved, overpriced and in need of professional guidance. In fact, due to defined benefit formula reductions and increased emphasis on defined contribution plans, there has never been a greater need for advisor expertise through Retirement Plan Consultant services.
We are a premier Retirement Plan Consultant for Governmental and Non-ERISA plans in PA.
We approach governmental and non-ERISA plans with same fiduciary standards as ERISA; this is a differentiating feature of our services and process.
Our governmental and non-ERISA clients have access to the same open architecture investment line up, investment due diligence, and education offerings as our ERISA Plan clients.
After becoming advisor of record, we conduct benchmarking analyses to ensure government and non-ERISA clients have a recordkeeper that is best-in-class; or identify potential cost savings or other enhancements.
While we work with all recordkeepers, third party administrators and payroll providers, Polaris will offer recommendations on service providers to create cost and administrative efficiencies. The best model for a thriving plan is pairing best-in-class providers with best-in-class participant education led by Polaris Advisors.
On demand access featuring an enrollment education video tailored to a plan’s unique specifications; participant access via recordkeeper link; ability for employees to schedule with a financial coach and customize the meeting location, time and date; more education video content on timely retirement planning topics.
Adoption of Investment Policy coinciding with Polaris Advisors 3(38) / Fiduciary Line Up ensures our government and Non-ERISA clients have the same expert investment oversight as ERISA clients.