For January’s Financial Wellness@Work episode, we went back to the basics with ‘Understanding your Retirement Plan Notices! You likely received a number of notices on your plan in December and in this webinar we explain what each one means and tips for potential next steps along the way!
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.
