for plan sponsors and employers
For individuals and plan participants
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…
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...
No results found.
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.
Please review the Customer Relationship Summary (Form CRS Link) which is a disclosure document that describes the services, fees, costs, and conflicts of interest associated with opening accounts and working with a member of our team as a registered representative of Valmark Securities, Inc., or as an Investment Advisor Representative of Valmark Advisers, Inc.
