for plan sponsors and employers
For individuals and plan participants
ERISA Fiduciary Types Explained
Every plan sponsor is a fiduciary by default. The question is how much of…
How company stock exposure changes the QDIA evaluation for plan committees at ESOP-owned companies
Nearly 80% of S corporation ESOP companies also sponsor a 401(k) plan. But most…
Maine Unclaimed Property: Could the State of Maine Be Holding Money for You?
The State of Maine is currently holding over $393 million in unclaimed property belonging…
Plan Governance for ESOPs & 401(k) Plans
When your company sponsors both an ESOP and a 401(k) plan, governance complexity increases…
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,…
Non-Qualified Deferred Compensation Plans
A comprehensive employer guide to Nonqualified Deferred Compensation plans, including 401(k), Corporate 409A, 457(b),…
Understanding College Financial Aid and Paying for College
In this webinar, we’re joined by Bill Smith, managing director of ScholarFITS...
Overview of Employee Education & Wellness Resources
Our Education & Wellness offerings are designed to support employees throughout their working lives…
Talk, Plan, Protect: Empowering Families to Navigate Wealth Transfer
Many families avoid discussing money until it’s too late. Learn how to...
Sleep Better at Night: How Smart Investors Manage Risk and Build Wealth
You’ve heard the saying, “don’t put your eggs in one basket.” Let’s...
Decoding Your Investment Account Statement: How to Break It Down and Make Sense of It All
Feeling overwhelmed by pages of numbers and fine print on your investment...
Financial Control: How to Manage Your Budget and Debt for a Secure Future
Understanding Budgeting and debt management can be essential for achieving financial stability...
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Lebel & Harriman, LLP
366 US Route One
Falmouth, ME 04105
for plan sponsors and employers
For individuals and plan participants
Copyright ©
2026
· Lebel & Harriman
Securities offered through Valmark Securities, Inc. Member FINRA, SIPC Investment Advisory Services Offered Through Valmark Advisers, Inc. a SEC Registered Investment Advisor 130 Springside Drive Suite 300 Akron, OH 44333-2431 Telephone: 800-765-5201
Lebel & Harriman, LLP and Lebel & Harriman Retirement Advisors are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc.
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