Executive Benefits

Strategic Executive Benefits for Stronger Leadership Teams

Our Approach

Executive benefit programs work best when they are thoughtfully designed, aligned with your long-term goals, and supported by clear, objective guidance. At Lebel & Harriman, we help organizations create and manage programs that attract and retain key talent while bringing structure, transparency, and fiduciary care to a complex landscape.

Our approach is rooted in partnership. We combine technical expertise with genuine investment in your leadership team, including a dedicated Executive Financial Planning service that gives your key individuals personal support, clarity, and confidence in their own financial futures.

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Methodology & Differentiators

We approach executive benefit design with the same disciplined, client-first standard that guides all of our advisory work.

Our advice is objective, transparent, and free from product or carrier influence.

We build programs that support your growth, culture, and long-term strategy rather than forcing a one-size-fits-all model.

Your key leaders receive personalized financial planning support, improving understanding, engagement, and retention.

We translate complex strategies into practical guidance that executives can act on with confidence.

Our work with private companies, nonprofits, and public organizations gives us insight into the unique needs of different leadership structures.

We work seamlessly with HR, finance, and legal partners to create alignment and reduce administrative burden.

Our roots shape the way we show up for clients, bringing humility, accountability, and a commitment to long-term partnership.

Plans we advise on

  • 409(A) Plans
  • 457(b) Plans
  • 457(f) Plans
  • Supplemental Executive Retirement Plans (SERPs)
  • Split-Dollar Insurance
  • Non-Qualified Deferred Compensation Plans
  • Executive Financial Planning
Retirement Planning By The Numbers
Retention Rate
Net Promoter Score
Clients
Assets
Awards & Recognition
  • Top National Association of Plan Advisors (NAPA) – Top Defined Contribution Advisory Team (2022, 2024, 2025)1
  • NAPA Top Woman Retirement Plan Advisor – Jennifer Breton (2021, 2022, 2023)2
  • NAPA Top Retirement Plan Advisor under 40 – Nate Moody (2022, 2023, 2024, 2025, 2026)3
  • NAPA Top Retirement Plan Advisor under 40 – Matt Arey, JD (2024, 2025, 2026)3
  • NAPA National 401(k) Summit Keynote Speaker – Nate Moody (2022, 2024, 2025)2
  • Financial Times Top 401(k) Advisor – Jennifer Breton (2015 – 2020, discontinued)
  • Retirement Advisor Council – Jennifer Breton (2022 – Present)
  • Retirement Plan Advisory Group (RPAG) Advisory Council – Nate Moody (2023 – Present)
  • Plan Sponsor of the Year (The Jackson Laboratory, 2023)4
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