2021 Retirement Survey Report – U.S. Edition

The physical, emotional and financial stressors of the global COVID-19 pandemic continue to put pressure on workers and their families. Now, employers are looking to address the financial health of their workforce with tools and resources employees can use to help reduce financial stress and improve overall employee wellbeing. According to the 2021 Retirement Survey Report, 67% of employers have either launched a financial wellbeing program or are considering this benefit.

With the SECURE Act (1.0 and proposed 2.0), the Appropriations Act, and other legislation, regulations, and litigation, new developments keep ERISA fiduciaries constantly on their toes. The 2021 Retirement Survey Report provides detailed information and insights on how organizations responded to the impact of COVID-19, including addressing employee financial stress, managing their fiduciary responsibilities, limiting fiduciary liabilities, evaluating plan design and more. Market trends and insights are broken out by region, organization size and industry.

Complete the form below to access a preview of the 2021 Retirement Survey Report – U.S. Edition.

Disclosure Statement

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. Securities may be offered through Triad Advisors, LLC ("Triad"), member FINRA/SIPC. Triad is separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad. Neither Triad, Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

As a Registered Investment Advisor, Gallagher Fiduciary Advisors, LLC is required to file Form ADV Part I and Part 2A with the SEC. Part 2A of Form ADV contains information about our business operations for the use of clients. A copy of the Form ADV Part 2A can be requested by contacting the Gallagher Fiduciary Advisors, LLC Compliance Department. GFA/Triad CD (4826057)(exp062024)