For more than 15 years, Gallagher has partnered with the National Association of Federally-Insured Credit Unions (NAFCU) to better understand the compensation and benefits offered to credit union executives. This year's report is based on the total compensation of 1,900 executives at 550 credit unions across the country. Our survey results capture data for an organization's five highest-paid executives based on total compensation.

To help you compare the retention strength and competitiveness of your benefit offerings, we made a few improvements this year:

  • The number of asset ranges increased from seven to twelve.
  • The basis for determining the benefit for 457(f) and split dollars plans is included.
  • The percent of pre-retirement salary used to target the benefit for 457(f) and split dollars plans is included.
Gallagher is the NAFCU Services Preferred Partner for Executive Benefits and Compensation Consulting. Learn more at www.nafcu.org/Gallagher.

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. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice.

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, nor their affiliates nor representatives provide accounting, legal or tax advice. Review the Triad Form CRS.

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.

This non-compensated award is not investment-related or based upon performance or returns experienced by any client or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call (212) 918-9685.

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