for plan sponsors and employers
For individuals and plan participants
401(k) Nondiscrimination Testing and Safe Harbor Design
How 401(k) nondiscrimination testing works, why plans fail the ADP, ACP, and top heavy…
A Primer on Effective 401(k) Investment Menu Design
A primer on effective 401(k) investment menu design: the nine decisions every retirement plan…
Stable Value vs. Money Market: Considerations for Selecting a Prudent Cash Equivalent Option
Stable value vs. money market: how each capital preservation option works, what ERISA requires…
A Tool Worth Knowing About, Even If You’ll Never Need One
How a life insurance policy is owned can matter almost as much as the…
Your Child Just Turned 18. Does That Change What You Know About Their Health?
Once your child turns 18, HIPAA privacy law treats you like a stranger. Here…
Tax-Advantaged Benefits That Actually Reach Working Families
A detailed, technical guide to the tax-advantaged employee benefits that measurably improve workers' financial…
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…
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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
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
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