Lebel & Harriman Retirement Advisors

"So, how will Lebel & Harriman Retirement Advisors measure success in the future? The same way our founders did: by the number of lives we positively impact and the lasting relationships we build – both in and outside the walls of this firm." Check out the awesome profile on Lebel & Harriman Retirement Advisors in Mainebiz's 2022 Annual Fact Book. At a time when many organizations are struggling to attract and retain workers, Lebel & Harriman has been fortunate enough to continue growing, due in large part to the culture created by founders, Mike Lebel & Phil Harriman, and continually fostered by the current leadership team: Jennifer Breton, Laurie Reed, Michelle Romano, and Rebecca Burchill. We're seeing financial firms being acquired left and right, L&H is committed to being an independent, Maine-based firm and continuing to grow through the successes of our clients. https://lnkd.in/gmsnNnha

We are thrilled to share that Matthew Arey, JD and Nate Moody, CPFA have been named among the 2025 NAPA Top Retirement Plan Advisors Under 40! This prestigious recognition by the National Association of Plan Advisors highlights their unwavering commitment to excellence, innovation, and leadership in the retirement plan advisory space. At Lebel & Harriman Retirement Advisors, we take pride in fostering a team of professionals who go above and beyond to support our clients' retirement goals. Nate and Matt’s dedication not only elevates our team but also helps us deliver the top-notch service and education our clients have come to expect. Congratulations, Nate and Matt, on this well-deserved honor! We’re excited to see you continue to make an impact in the industry and serve as an inspiration for the next generation of retirement plan advisors. 🚀 #RetirementAdvisors #NAPA2025Aces #TeamLebelHarriman #Leadership #RetirementPlanning https://lnkd.in/exjAKDVJ *The NAPA Top Retirement Plan Advisors Under 40 list is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners. Those applications are then vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. Lebel & Harriman Retirement Advisors did not pay a fee to be included on this ranking but does pay a fee to be a Firm Partner of NAPA.

Last chance to sign up for next week's webinar on Maine's Statewide Retirement Savings Requirement put on by the Maine Association of Nonprofits (MANP). We'll discuss the MERIT program, how to comply with the requirements, and alternative retirement plan options for non-profits. Learn more and register: https://lnkd.in/gNQMgsXe #MERIT MERIT - Maine Retirement Investment Trust Lebel & Harriman Retirement Advisors #NonProfits

Studies have shown that companies with highly engaged coworkers outperform others by up to 21% in profitability. For ESOP-owned companies, the stakes are even higher. Employee-owners with a clear understanding of their stake in the company are more likely to take actions that contribute to the organization’s success. Engagement begins with understanding, and understanding depends on education. Shout out to Mainebiz for focusing on this amazing community! https://lnkd.in/ek_AaXMW #ESOP #401k #Education

In a few weeks, Beth Bordowitz, executive director for MERIT - Maine Retirement Investment Trust, and Nate Moody, retirement plan advisor for Lebel & Harriman Retirement Advisors, will join us to go over everything you need to know about MERIT - the state's requirement about retirement savings in the workplace. If your nonprofit has five or more employees, this applies to you. Starting in 2025, organizations who are out of compliance with MERIT will face penalties. Learn more and register: https://lnkd.in/gNQMgsXe

Sign-up today: https://lnkd.in/gUBX2pYM.

Very exciting announcement! Recognizing evolving generational preferences and an increasingly remote workforce, Lebel & Harriman Retirement Advisors has partnered with Venrollment to roll out a new digital 401(k) education platform that will be made available for all of our clients and their employees. Check out a sample page here: https://lnkd.in/evE8wWyn. Upon implementation, all of our plan sponsors will have a custom-built plan microsite with the following features for all of their participants: Plan Details Overview - Simplified plan provisions and concepts in a 3-6 minute video Advisor Video Messages - Personalized, up-to-date video content from our advisors to your employees Plan Documents and Links - Easy access to important forms related to the plan and employee’s retirement goals Additional Education Videos - Content for employees to learn more about basic financial principles. We’re excited for the opportunity to enhance our participant service offering and look forward to continue helping your employees reach their retirement goals.

Today is National 401(k) Day - Quick History: National 401(k) Day began in 1996 by the Profit Sharing/401(k) Council of America (PSCA), known today as the Plan Sponsor Council of America. The Friday following Labor Day (Monday) was chosen so employees can “start the week with Labor Day and end the week with Retirement”. Check out this excellent webinar from Lebel & Harriman Retirement Advisors to review the Retirement Investment planning process https://lnkd.in/eR_w32k4 #National401kDay #401k #RetirementPlans #Advisors

National 401(k) Day is the Friday after Labor Day so Americans can start the week focused on labor and end it with #retirement! As an Employer, when was the last time you thought about your Retirement Plan? Here are the Top 3 Reasons Plan Sponsors value their Retirement Plan Advisor! #National401kDay #401k #RetirementPlans #Advisors

Fascinating article by National Association of Plan Advisors on a recent IRS Private Letter Ruling that would potentially allow Employees to have discretion on how to allocate Employer Contributions across different Employee Benefit Programs (e.g. Retirement - 401(k), Healthcare - HRA & HSA, and Education - 127 Plan). Under this arrangement, as an Employer, you could stop having to design a 'one-size-fits-all' approach and simply provide a per employee budgeted contribution and give your Employees the choice to allocate that contribution based on their personal preferences. https://lnkd.in/d_vnqDau