Russell Ward Email & Phone Number

We specialize in retirement plan design, installation and consulting. We partner with plan sponsors to alleviate the fiduciary liability that is inherent when offering a plan to employees. We offer co-fiduciary services in both a 3(38) and a 3(21) capacity, provider due diligence, employee education, and fee-benchmarking analysis. As part of our Retirement Plan Consulting platform, we provide our clients with access to a team of CERTIFIED FINANCIAL PLANNERSTM responsible for investment oversight, monitoring and documentation. Each of our plans aligns with a customized investment policy statement in accordance with the plan’s specific objectives. In addition, we help plan sponsors maintain their files in order to organize, understand and address their fiduciary responsibilities under ERISA. Our team has been recognized several times in the Financial Times 401 Top Retirement Plan Advisers list and Harbor Investment Advisory was recently named to the Forbes 2022 America’s Top RIA Firms List. **Registered States**CA,CO,CT,DC,DE,FL,GA,IA,IL,MA,MD,ME,NC,NJ,NM,NY,PA,TN,TX,VA