L&H News
Team News and Announcements
2019 – Present
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Lebel & Harriman Recognized Nationally as One of the 2025 Best Places to Work for Women
At L&H, we believe that the better supported and cared for our people are, the better they will in turn care for our clients and plan participants. That philosophy drives everything from our benefits and professional development programs to our collaborative, team-oriented culture.
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Lebel & Harriman Named One of the 2025 Best Places to Work in Maine
At L&H, we believe that the better supported and cared for our people are, the better they will in turn care for our clients and plan participants. That philosophy drives everything from our benefits and professional development programs to our collaborative, team-oriented culture.
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How to Prioritize Your Savings as the World Gets More Expensive
When life gets more expensive, it is easy to think saving is something you will get back to when things calm down. The reality is that the perfect time to start or keep saving rarely comes. You do not have to save for everything at once. The key is to put your goals in the…
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Now That I’ve Left My Employer, What Should I Do with My 401(k)?
401(k) distribution options can vary significantly from plan to plan. When reviewing your choices, be sure to pay close attention to details such as withdrawal methods, types of withdrawals allowed, plan-specific rules, administrative requirements, and required minimum distributions (RMDs).
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Understanding HSAs, FSAs, and Retirement
When it comes to supporting employees’ financial well‑being, retirement plans often take center stage. But health‑related savings vehicles like Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) are playing an increasingly important role in the broader conversation.
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What Is a 3(38) Fiduciary and Why Might Your Plan Need One?
In this article, Nate Moody of Lebel & Harriman Retirement Advisors breaks down what a 3(38) fiduciary is, how it differs from a 3(21), and why more employers are turning to this model to strengthen their governance and reduce risk.
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Retirement Regulatory Update: What Maine Employers Need to Know in 2025
This article unpacks the overlapping rules so you understand what may impact your 401(k)/403(b) Plan and/or can decide whether the state program or a tailored 401(k) is the better fit for your workforce.
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Why Choose Lebel & Harriman Retirement Advisors?
Nate Moody, CPFA – Retirement Advisor, Partner April 2025 In today’s complex
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No, More Education is Not the Answer to Employee Financial Well-Being
Nate Moody, CPFA – RETIREMENT ADVISOR, PARTNER March 2025 As retirement plan
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Navigating Your 401(k) Service Providers
Nate Moody, CPFA – RETIREMENT ADVISOR, PARTNER December 2024 🚗 Navigating Your
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A Letter from L&H: 2024 Year-End Reflections and 2025 Outlook
Nate Moody, CPFA – RETIREMENT ADVISOR, PARTNER December 2024 2024 has been
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L&H is Recognized as a 2024 Best Place to Work in Maine
September 2024 – This is the fourth year in a row that L&H has applied and been named to the list, after being recognized in 2021, 2022 and 2023.
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A Letter from L&H: 2023 Year-End Reflections and Outlook
December 2023 – As 2023 comes to a close, we reflect on highlights from this transformative year and share our expectations for 2024.
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Matt Arey and Nate Moody named 2024 Top Retirement Advisors under 40
November 2023 – This list is released annually by the National Association of Plan Advisors.
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Jennifer Breton is Recognized as one of the Nation’s Top Women Advisors
October 2023 – Jennifer Breton is named one of the Top Women Advisors by the National Association of Plan Advisors for the third year in a row
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L&H names Nate Moody, CPFA as Newest Partner
September 2023 – Nate Moody joins Jennifer Breton, Laurie Reed, and Matthew Arey as a Partner in the firm.
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L&H is Recognized as a 2023 Best Place to Work in Maine
August 2023 – This is the fifth year L&H has applied and been named to the list, after being recognized in 2015, 2017, 2021 and 2022.
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Ode to Mike Lebel on his Upcoming Retirement
December 2022 – Mike Lebel, Co-founder of Lebel & Harriman Retirement Advisors, will retire at the end of 2022.
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Nate Moody is named to the 2023 List of Top 100 Retirement Advisors Under Age 40
November 2022 – This is the second year in a row Nate Moody has been named to NAPA’s “Aces” list.
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Jennifer Breton is Recognized as one of the Nation’s Top Women Advisors
October 2022 – Jennifer Breton is named to the 2022 “Captains” list of Top Women Advisors by the NAPA for a second year.
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L&H is Recognized as one of the 2022 Best Places to Work in Maine
August 2022 – This is the fourth year L&H has applied and been named to the list, after being recognized in 2015, 2017, and 2021.
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L&H names Matthew Arey, JD as Newest Partner
March, 2022 – Matthew Arey joins Michael Lebel, Laurie Reed, and Jennifer Breton as Partner in the firm.
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L&H named to NAPA’s List of Nation’s Top DC Advisor Teams
March, 2022 — The list is released annually by the National Association of Plan Advisors.
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Matthew Arey, JD Completes Law School
December 2021 – Matthew Arey graduated from law school, passed the Maine Bar Exam, and was sworn in at the Maine State Courthouse.*
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Nate Moody is Named to the 2022 Top 100 Retirement Advisors Under Age 40
November 2021 – These “Aces” are widely seen as the future leaders of the retirement plan advisor industry.
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Jennifer Breton is Selected as one of the Nation’s Top Women Advisors
October 2021 – Jennifer Breton is selected as one of the nation’s top Women Advisors and named to the 2021 Captains list by the NAPA.
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Lebel & Harriman is Recognized as one of the 2021 Best Places to Work in Maine
August 2021 – The list is compiled each year by the Maine State Council of the Society for Human Resource Management.
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Nate Moody is Named Young Professional of the Year
December 2020 – This award is presented by the Greater Portland Chamber of Commerce and PROPEL.
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Jennifer Breton is Named to the 2020 Edition of the Financial Times 401(k) Top Retirement Advisers
October 2020 – Jennifer Breton has been named to this list for each of the six years it has been published.
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Rebecca Burchill is Named President of the Maine Estate Planning Council
July 2020 – Rebecca Burchill was elected as President of the MEEPC for the 2020-2021 fiscal year.
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Nate Moody Launches L&H Monthly Financial Wellness Webinar Series
March 2020 – The webinar aims to promote more financial wellness among our retirement plan participants.
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Jennifer Breton Becomes the CEO and Majority Shareholder of Lebel & Harriman
November 2019 – Jennifer joined L&H in 2007, bringing over a decade of ERISA advisory expertise.
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Phil Harriman Co-hosts the ‘Political Brew” at the Maine HR Convention
May 2019 – Lebel & Harriman is proud to have been a sponsor at this year’s Maine Human Resources Convention.
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Jennifer Breton Co-presents “Retirement Plan Best Practices” at Benefits Boot Camp
May 2019 – The Benefits Boot Camp is sponsored by the Maine Employee Benefits Council.
