Today's volatile economy has people questioning their financial futures. Employers are increasingly expanding financial benefits to help their workforces manage money-related stressors.

We asked 4,000+ organizations how they align their financial wellbeing benefits with their people's current and future priorities. Learn which strategies employers like you are adopting and get answers to questions like:

  • Which barriers do employees face when saving for retirement? Get data on employees' retirement concerns and the support they're looking for to meet their financial goals.
  • What tools are employers implementing to improve their people's financial health? Learn how personalization tools can help your employees act on their finances.
  • How are employers mitigating their fiduciary liability? Learn the best practices and processes retirement plan committees and fiduciaries should follow to protect plan participants, their organizations and themselves.

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. GFA/Triad CD (5409437)(exp012025)

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. 


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.