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From highlighting trends in fixed income returns to redefining risk in healthcare portfolios, the Institutional Investment & Fiduciary Services team of Arthur J. Gallagher & Co. shares its knowledge and insight with you. As an experienced business advisor, we arm you with information to ensure your decision making can be well-informed.

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Independent Fiduciaries and ERISA

The role of the independent fiduciary has evolved greatly over the last several years. The combination of Madoff-type scandals and the perpetration of other fraud involving pension plans, resulted in increased investment regulation. As a result, independent fiduciaries are being utilized more frequently to mitigate legal risk. How can independent fiduciaries help plan fiduciaries?

Gallagher Property Market Update

In spite of 2017 delivering record losses to the insurance industry, the anticipated rate increases did not materialize in 2018. The greatest increases were given to those catastrophe-exposed risks and large layered and shared programs that suffered severe hurricane losses and/or had a high degree of attritional losses. Those with favorable loss history or low exposure to catastrophic loss events saw modest rate increases in the mid-to high-single digits.

Tag(s): Market Report; Property;

To help employers achieve optimized organizational wellbeing, Gallagher has created a unified consulting practice focused on delivering group and individual financial wellbeing solutions. Gallagher’s new Financial & Retirement Services practice will enable easy accessibility to the unique skill sets of renowned experts who are critical to achieving successful retirement planning, sophisticated investment solutions, independent fiduciary services, actuarial consulting services, executive benefit retention programs and individual life insurance needs.

Disclosure Statement:

Investment advisory services and named and independent fiduciary services are offered through Gallagher Fiduciary Advisors, LLC, an SEC Registered Investment Adviser. Gallagher Fiduciary Advisors, LLC is a single-member, limited-liability company, with Gallagher Benefit Services, Inc. as its single member. Neither Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC nor their affiliates provide accounting, legal, or tax advice.