Visit Collection

Pooled employer plans (PEPs) offer a new opportunity for retirement programs in an evolving marketplace, which now include more state-run alternatives. Yet, with many unknowns at this early stage, it's prudent to carefully evaluate options and understand the pros and cons of any plan type and structure. This process is critical to aligning organizational goals while creating a successful employee experience.

Author Information:


Sources

1Bureau of Labor Statistics, "Employee Benefits in the United States — March 2020," September 2020
2401(k) Specialist, "State-Run Retirement Plans in a Post-SECURE Act World," May 2020
3Gallagher, "Workforce Trends Pulse Survey," February 2021
4Gallagher, "Retirement Survey," March 2021


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)

BrokerCheck