Resources for Employers

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    Plan Governance for ESOPs & 401(k) Plans

    When your company sponsors both an ESOP and a 401(k) plan, governance complexity increases…

    • Resources for Employers

    Understanding Cryptocurrency Investment Scams: Risks, Red Flags, and How to Protect Yourself

    Education and awareness are key defenses against financial fraud. Cryptocurrency scams are constantly evolving,…

    • Resources for Employers

    Non-Qualified Deferred Compensation Plans

    A comprehensive employer guide to Nonqualified Deferred Compensation plans, including 401(k), Corporate 409A, 457(b),…

    • Resources for Employers
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    • Resources For Individuals

    Overview of Employee Education & Wellness Resources

    Our Education & Wellness offerings are designed to support employees throughout their working lives…

    • Resources for Employers
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    • Resources For Individuals

    2026 Financial Planning Numbers: Tax & Retirement Limits

    Key 2026 tax brackets, retirement contribution limits, Social Security, Medicare, and HSA numbers. A…

    • Resources for Employers

    Non-Qualified Deferred Compensation Plans: Funding Alternatives & Executive Life Insurance Strategies

    For for-profit companies seeking to supplement their key executives’ retirement or retention planning, a…

    • Resources for Employers
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    • Resources For Individuals

    Alternative Assets in 401(k) Plans

    Over the past few years, there has been growing debate in the retirement plan…

    • Resources for Employers

    In Defense of the Humble 401(k) Audit

    A 401(k) audit isn’t just a box to check or a formality to survive…

    • L&H News
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    • Resources for Employers

    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,…

    • Resources for Employers

    Final IRS Regulations on Roth Catch-Up & Catch-Up Contribution Changes under SECURE 2.0

    On September 15, 2025, the U.S. Department of the Treasury and the IRS issued…

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