Retirement plans are among the most valued benefits offered by employers, but plan administration is complicated and challenging. From complex calculations to help ensure plans are adequately funded to keeping accurate participant records for distribution of benefits, resources are often stretched.

Read our article to learn:

  • The cost of sweeping dirty data under the rug
  • Signs your plan needs a data clean-up
  • How one company saved nearly $8 million

Data clean-up isn't easy, but we have the tools and resources to help you get your data back on track. To learn how to set your retirement programs up for success, request access to our article.

Disclaimer

This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

Gallagher Fiduciary Advisors, LLC ("GFA") is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. GFA may pay referral fees or other remuneration to employees of AJG or its affiliates or to independent contractors; such payments do not change our fee. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

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