Your employees’ best interest

A retirement plan is one of the most powerful benefits an employer can offer its team. Our Retirement Plan Services provide your employees tools to build wealth and at the same time ease the administrative burden on your organization.

Your organization can rely on our established process to help keep you in compliance, limiting your fiduciary liability and Human Resource administration. Meanwhile, your employees get the flexibility to construct a portfolio from a diversified lineup of mutual funds as well as one-on-one investment education to help them make informed decisions.

Benefits

Both you and your employees will appreciate the benefits of a Haverford Trust Retirement Plan Services partnership

Haverford can serve as an ERISA-defined 3(38) investment manager, mitigating your liability by assuming responsibility for investment selection and review. You can trust our independent, prudent process to help you remain in compliance with fiduciary standards.

At Haverford, we prioritize transparency and integrity. We do not participate in mutual fund revenue sharing, ensuring our ongoing fee transparency. Our independent advice assures you that your employees’ best interests are always our top priority.

Haverford offers a high-quality, diversified, best-in-class fund lineup that promotes informed decision-making. With an open architecture and no proprietary fund requirements, you can trust that our investment mix aligns with the goals of your plan.

A dedicated relationship manager is assigned to each plan, ensuring a depth of knowledge about your plan.

We are committed to optimizing your employees’ financial outcomes. We believe in empowering them with the knowledge they need to succeed. Our approach features on-site meetings and year-round accessibility, providing personalized one-on-one and group sessions. This ensures your employees have the tools and confidence to make informed, long-term investment decisions and build lasting wealth through their retirement plan.

74%

Of Americans have less than $100,000 saved for retirement. (USAfacts.org 2022)

Partnering with Haverford Trust for your employee retirement benefit plan can help ease the burden for workers around saving for retirement.

Engagement model

Our comprehensive process focuses on goals, governance, monitoring, and participant education.

Discovery

We begin with a collaborative discussion with the Benefits Committee to understand your organization’s needs and employee demographics.

Review and Recommendations

We educate the Committee on their fiduciary responsibilities, review the current fund lineup, and recommend diversified, conflict-free options with reasonable fees. Annual fee benchmarking reports and vendor recommendations ensure cost optimization.

Active involvement

Throughout our partnership, we attend Benefits Committee meetings, provide detailed plan analyses, and offer customized educational programs for employees.

Get In Touch

Request an introduction

Begin a conversation today so that we may learn more about your investment priorities and life goals.