Crafting a Successful Retirement Plan
The Lebel & Harriman Approach
At Lebel & Harriman Retirement Advisors, we understand the critical importance of a well-designed and effectively managed retirement plan. With over 40 years of experience in the industry and a dedicated team of 10 retirement plan professionals, we have honed our expertise to help our clients achieve retirement plan success. Our comprehensive approach is built on three pillars: fiduciary excellence, administrative ease, and employee engagement & education.
Fiduciary Excellence
One of the cornerstones of a successful retirement plan is fiduciary excellence. As a retirement plan sponsor, you have a fiduciary responsibility to act in the best interests of your plan participants. This means making sound investment choices, monitoring plan performance, and minimizing plan fees. Our team at Lebel & Harriman excels in providing fiduciary guidance, designed to help your retirement plan adhere to all regulatory requirements and industry best practices.
Your dedicated Retirement Plan Advisor takes the lead on all fiduciary matters. We conduct thorough due diligence on investment options, meticulously review and negotiate plan expenses, and establish clear plan governance structures to minimize your fiduciary risk.
With Lebel & Harriman by your side, you can confidently navigate the complex world of retirement plan fiduciary duties, secure in the knowledge that your participants’ interests are always at the forefront.
Administrative Ease
Managing a retirement plan can be a daunting task, but it doesn’t have to be. Our team at Lebel & Harriman takes pride in offering administrative ease to our clients. We understand that your time is valuable, and we streamline plan administration to ensure a hassle-free experience. Our white-glove service model means you can focus on your core business while we handle the intricacies of plan management.
Your dedicated Relationship Manager is at your side day-to-day to assist with any administrative questions that may arise and proactively identify opportunities to streamline administration. From enrollment and recordkeeping to compliance testing and reporting, our team leverages its deep expertise to simplify the administrative burden. We serve as your central point-of-contact and can interface with your other service providers on your behalf.
With Lebel & Harriman Retirement Advisors, we work to ensure that your retirement plan operates as smoothly and efficiently as possible.
Employee Engagement & Education
A successful retirement plan is one that empowers employees to take charge of their financial future. Employee engagement and education are paramount. Our team recognizes that informed participants make better decisions, leading to more secure retirements. We offer tailored employee education programs that demystify retirement planning and investment strategies. Through workshops, webinars, and personalized consultations, we empower your employees to make informed choices and take full advantage of the benefits your plan offers.
Your dedicated Retirement Counselor will help you design an education and employee engagement strategy that meets your people where they are at. We excel at meeting employees where they are at through a multi-channel approach to delivering customized education and one-on-one support.
With Lebel & Harriman, your employees can receive the support and resources they need to get the most out of your retirement plan and navigate the many hurdles they face to become financially secure.
Call to Action
In today’s complex financial landscape, a successful retirement plan requires fiduciary excellence, administrative ease, and robust employee engagement & education. With Lebel & Harriman Retirement Advisors, you gain a trusted partner with decades of experience, a dedicated team of retirement plan professionals, and a commitment to service.
Ready to take your retirement plan to the next level? Contact Nate Moody, CPFA today at nmoody@lebelharriman.com to schedule a consultation and discover how Lebel & Harriman can help you design and manage a retirement plan that truly benefits your employees and your organization.
Secure your employees’ financial futures with Lebel & Harriman Retirement Advisors.
