Our Services
Think of Safe Harbor Partners as sitting on the same side of the table as you. Why? We don’t receive any compensation – for any reason – from any company or entity other than our clients. Our goals are 100% aligned to yours, which puts us squarely on your side.
Working with Safe Harbor Partners
Safe Harbor Partners accepts in writing and serves as a fiduciary advisor to the retirement plans of small to mid-size companies and not-for-profits. We act as either a 3(21) or 3(38) advisor to Plan Sponsors, depending on your unique set of circumstances.
This means we can advise you regarding – or accept the authority in – selecting, managing and replacing the investment options as required to ensure your plan meets your initial selection criteria.
We will review to see if you have a process of prudence in place for establishing and managing your retirement plan according to the expectations of the regulatory bodies. If your process of prudence falls short, we will provide specific recommendations to ensure you meet your obligations.
We will also review and provide feedback on the investment funds in your plan, based on our enhanced due diligence.
Finally, we will keep you abreast of regulatory changes and requirements so that you continue to meet your fiduciary responsibilities.