Retirement Plans

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 and their employees achieve retirement plan success.

Our comprehensive approach to retirement plan management is built on three pillars: fiduciary excellence, administrative support, and employee engagement & education.

Plans and programs we advise on:

• 401(k) Plans
• 403(b) Plans
• SIMPLE IRAs
• ESOPs / KSOPs
• Cash Balance Plans
• Defined Benefit Plans
• Non-Qualified Deferred Compensation Plans
• Student Loan Reimbursement Programs

By the numbers:

Awards:

• Top National Association of Plan Advisors (NAPA) – Top Defined Contribution Advisory Team (2022)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)³
• NAPA Top Retirement Plan Advisor under 40 – Matt Arey, JD (2024)³
• NAPA 401(k) Summit Keynote Speaker – Student Loan Assistance Strategies (2022)
• 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

¹The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms.  This list focuses on teams, broadly defined as being in a single physical location, and having at least $100 million in DC assets under advisement. Applications for this award are vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. Lebel & Harriman Retirement Advisors did not pay a fee to be included on this ranking but does pay a fee to be a Firm Partner of NAPA.

²NAPA Firm Partners nominated candidates for this recognition, who were then asked to respond to a series of questions, both quantitative and qualitative, about their experience and practice. Those anonymized questionnaires were then reviewed by a blue-ribbon panel of judges who, over the course of several weeks, selected the women honored in three categories: Captains, All-Stars, and Rising Stars. Lebel & Harriman Retirement Advisors did not pay a fee to be included on this ranking but does pay a fee to be a Firm Partner of NAPA.

³The NAPA Top Retirement Plan Advisors Under 40 list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners.  Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. Lebel & Harriman Retirement Advisors did not pay a fee to be included on this ranking but does pay a fee to be a Firm Partner of NAPA.

⁴The 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.