Lebel & Harriman is a boutique investment advisory firm specializing in ERISA fiduciary consulting for 401(k) and 403(b) Plans. Founded in 1978, our experts serve as trusted partner to over 200 sponsors, with assets ranging from $1,000,000 to over $600,000,000, and 10 to 6,000 participants. We are proud to be one the country’s few financial service firm owned and operated by women.
L & H is fully independent and compensated transparently, without conflict. Advisors are credentialed and tenured with extensive expertise in the areas of:
- 401(k) / 403(b) RFP project management
- Fee and service benchmarking/negotiations
- Governance training
- Policy development
- Administrative support
- QDIA suitability analysis
- Investment due diligence
- Plan design
- Participant education
Lebel & Harriman is a respected collaborator and fair negotiator, working closely together with provider(s), Committee(s) and Boards to enhance knowledge, exchange ideas, leverage opportunities, increase efficiencies and minimize risk at the most reasonable price.
Recognized as top 401(k) advisors by the National Association of Plan Advisors (NAPA) and Financial Times (2015-2020), we are passionate about delivering excellence. By thoughtfully selecting clients that share our culture, we develop long-term relationships that are mutually enjoyable and beneficial.
At Lebel & Harriman, business is personal. We would be honored to explore a partnership with you.”