Confidence in the future for your organization and your employees

Filtering through the nearly endless choices in retirement programs can be overwhelming, both for your organization and for your employees. It takes a big-picture view of the future, a deep understanding of the retirement plan environment and the right perspective. For employers and employees alike, the goal should be overall financial wellness. That’s the key to a well-planned retirement strategy for your organization and your employee.

You have access to Gallagher’s national resources along with the personal touch of on-the-ground teams who understand local cultures and demographics. Gallagher teams provide comprehensive savings and investment consulting solutions—401(k), 403(b), profit sharing, defined benefit—to help your organization ensure the financial well-being of your employees. And since we’re not provider-aligned, you get guidance from consultants you know, and research and market insights that are customized for your industry. With Gallagher, you have a retirement plan expert who is on your side and ready to help you improve your plan and manage your vendor relationships.

Reduce risk, build confidence.

Talk to a Gallagher Retirement Plan consultant today. Learn how a well-planned fiduciary management process and a hands-on, consultative approach can mitigate your risk as a plan sponsor, prepare your workforce for retirement and improve confidence across your organization.

The Retirement Plan Consulting team of Arthur J. Gallagher & Co. offers consulting on many savings and investment programs including:

  • Qualified plans
    • 401(k) plans
    • 403(b) plans
    • 457 plans
    • Defined benefit plans
    • Cash balance plans
    • Money purchase plans
  • Non-qualified plans

These retirement plan services include:

  • Fiduciary process management and risk mitigation*
  • Plan consulting
  • Plan design
  • Plan integration and transition
  • Plan enhancement
  • Retirement plan governance
  • Compliance assistance
  • Investment selection, monitoring and advice
  • Participant education management
  • Forensic fee audits
  • Fee benchmarking
  • Actuarial services

*Although fiduciary risk cannot be totally eliminated, Gallagher will aid in the process of mitigating that risk.