for plan sponsors and employers
For individuals and plan participants
Alternatives Are Coming to 401(k) Plans
Executive Order 14330 and the DOL's proposed safe harbor have shifted the ground on…
Business Exit Planning in Maine: Why Most Businesses Never Sell, and How to Beat the Odds
Only 20 to 30 percent of businesses that go to market actually sell. Learn…
The Three Tiers of Recordkeeper Revenue
Your recordkeeper's stated fee may be only part of what they earn on your…
Two 401(k)s, Two Matches: Are You Getting Every Dollar?
Nearly one in five married couples don't allocate their 401(k) contributions to capture the…
Fiduciary Liability and Protection: Bonds, Insurance, and Indemnification
ERISA fiduciaries can be held personally liable for breaches of their duties. Learn how…
Investing in IPOs: what to weigh before you buy
Join us for a balanced look at investing in IPOs, a widely followed but…
Protecting Those Who Matter Most: Understanding Elder Abuse
June is Elder Abuse Awareness Month. We break down the warning signs of elder…
Graduation and Money: Financial Tips for Young Adults
Congratulations, graduates! You’ve put in the late nights, survived the exams, and earned that…
Who’s Advising Your Advisor?
Private equity firms are acquiring retirement plan advisors at record pace, and most plan…
2026 ERISA Regulatory Trends & Updates
SECURE 2.0 provisions are going live, Congress is advancing bipartisan retirement bills, and the…
ERISA Fiduciary Types Explained
Every plan sponsor is a fiduciary by default. The question is how much of…
How company stock exposure changes the Qualified Default Investment Alternative (QDIA) evaluation for plan committees at ESOP-owned companies
Nearly 80% of S corporation ESOP companies also sponsor a 401(k) plan. But most…
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Lebel & Harriman, LLP
366 US Route One
Falmouth, ME 04105
for plan sponsors and employers
For individuals and plan participants
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2026
· Lebel & Harriman
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