Retirement Plan Services

Utilizing our proven investment philosophy and highly-personalized, comprehensive approach, The Haverford Trust Company’s Retirement Plan Services offers solutions that prepare your employees for financial success and ease the administrative burden on your organization.

Your employees get the flexibility to construct a portfolio of mutual funds from a diversified lineup of funds. Combined with one-on-one education, your employees will have the tools to make informed, long-term investment decisions and build wealth through their retirement plan.

The benefits of a Haverford Trust Retirement Plan Services partnership include:

Limited Fiduciary Liability

Haverford can serve as an ERISA-defined 3(38) investment manager. Your liability may be mitigated by delegating investment selection and review. You can rely on our established prudent process as an independent fiduciary to help keep you in compliance.

Fee Transparency

Haverford does not participate in mutual fund revenue sharing and offers ongoing fee transparency. Our independent advice gives you the peace of mind that your employees’€ best interest is our top priority.

Simplified Low-Cost Fund Lineup

Haverford’€s high-quality, diversified, best-in-class fund lineup helps promote better decision making. With open architecture and no proprietary fund requirements, you can feel confident we provide an investment mix that meets the goals of your plan.

Highly Personalized Service

At Haverford, our size is our advantage. A dedicated relationship manager is assigned to each plan, ensuring a depth of knowledge about your plan.


Onsite meetings and accessibility throughout the year are hallmarks of our approach. We offer one-on-one and group sessions for your employees so they can make informed, long-term investment decisions and build wealth through their retirement plan.


Haverford partners with independent third parties that offer full administration, bundling recordkeeping and administration services together.

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