Retirement Planning

Retirement Planning

Financial strength is something you demand from the manager of your retirement plan. But strength alone is powerless to protect you in today’s fast-changing markets. Strength must be balanced by the flexibility to understand and adapt to evolving needs.

The Haverford Quality Investing  approach to retirement plans matches our strengths as an investment manager — managing more than $6.7 billion* in assets — with the flexibility of a privately-held company to deliver a plan that is right for you.

* Including assets under management or consultation for The Haverford Trust Company and Haverford Financial Services as of 12/31/2016.

Whether managing your IRA, consolidating your multiple retirement accounts, or working with your employees, we pledge to offer you:

  • Expert investment counsel and professional investment management
  • Transparency on fees
  • Unbiased advice, based on managing all plan types
  • Simplified plan administration, compliance, communication and education

Individual Retirement Accounts

View Haverford’s Quality Equity Portfolios > View Haverford’s Quality Fixed Income Portfolios >

Haverford offers its full range of equity and fixed income portfolios for IRAs of $1 million or more. Details can be found under Investment Management or by clicking the links above.

Employee Benefit Plans

More on Benefit Plan Services >

Trustee & Fiduciary Services

Acting as a partner for your retirement plan committee to develop policies, ensure compliance and deliver best-in-class fund menu.

Employee Meetings & Education

Providing educational meetings with plan participants and ongoing plan mailings and communications.

Administration & Technology

Comprehensive Web site and professional call center for Participants and Human Resources staff.