Nate Moody – 2016
CPFA®, Partner, Retirement Plan Advisor
Nate’s primary focus is advising companies on retirement and executive benefits programs including 401(k)/403(b) plans, ESOPs/KSOPs, and nonqualified deferred compensation plans. Nate specializes in helping Plan Sponsors meet their fiduciary duty, helping HR/Benefits professionals create administrative efficiencies, and helping to engage & educate employees. Nate created and hosts Lebel & Harriman’s Financial Wellness@Work Series.
Boards / Community Involvement
- Maine Retirement Savings Board – Governor Appointed
- Maine Employee Benefits Council – President of the Board
- Healthcare Purchaser Alliance of Maine – Board of Trustees
- Retirement Plan Advisory Group (RPAG) – Advisory Council
- Make-A-Wish Maine – Young Leaders Council
- 100 Men Who Care of Southern Maine – Steering Team
Awards / Industry Recognition
- Top Retirement Plan Adviser – PLANADVISER (2024)
- Top Retirement Advisor under 40 – National Association of Plan Advisors (2022, 2023, 2024)
- Plan Sponsor of the Year – PLANSPONSOR (2023)*
- Maine Business ’40 under 40′ – MaineBiz (2022)
- Young Professional of the Year – Portland Chamber of Commerce (2020)
Nate, a Gorham native, graduated from Bowdoin College in 2016 with a B.A. in Economics and Mathematics. He holds FINRA Series 7 and Series 66 licenses, and is a Certified Fiduciary Plan Advisor.
In his free time, you can catch Nate playing basketball or golf, boating or snowmobiling, and always enjoying Maine’s great craft beer.
THIRD PARTY AWARD DISCLOSURES:
- https://www.planadviser.com/awards/2024-top-retirement-plan-advisers/
- https://www.napa-net.org/2024-aces-top-100-retirement-plan-advisors-under-40
- https://www.napa-net.org/2023-aces-top-100-retirement-plan-advisors-under-40
- https://www.napa-net.org/2022-aces-top-100-retirement-plan-advisors-under-40
- https://www.mainebiz.biz/event-honorees/2022-nextup-40-under-40-honorees
*The Jackson Lab is a client of Lebel & Harriman Retirement Advisors and was nominated for this award by Lebel & Harriman Retirement Advisors. The Jackson Laboratory won the 2023 Plan Sponsor of the Year award in the “Nonprofit Defined Contribution Plans $300 Million and Greater” category. The annual Plan Sponsor of the Year award is presented by PLANSPONSOR magazine, a professional publication that focuses on retirement programs. The award recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success. All nominees are asked to officially enter and complete an online form, supplying details about the plan’s administration, participant statistics and data. Entries are judged both against other nominations in the category and on the basis of optimal practices specific to each plan sponsor’s industry.