Michael A. Lebel – 1978

AIF®, retirement advisor, co-founder

For over thirty years, Michael’s core focus has been on retirement plan servicing, with a particular emphasis on employee education and the employer due diligence process relative to the retirement plan’s investment platform.

With a vast knowledge of the design, implementation and communication of 401(k) and 403(b) plans, as well as his charismatic approach to his meetings, Michael has met with thousands of employees regarding asset allocation and retirement savings through the years. In that time, he has established a proven track record of increasing participation and employee awareness.

On the employer level, Mike provides the annual due diligence review for his plan sponsors that includes an analysis of the management company stewardship grading, a comprehensive fee analysis and performance benchmarking.

In recognition of his experience and expertise in the retirement plan arena, Michael is frequently asked to speak at vendor conferences and sits on a number of industry-level advisory boards.

Michael A. Lebel is a lifelong resident of Maine. With a B.S. degree from the University of Maine in Orono, Michael is a licensed Life & Health agent and a Registered Representative with ValMark Securities, Inc. He also attained his Accredited Investment Fiduciary designation.

Michael enjoys boating, offshore fishing, music, gardening, reading, and getting outdoors.