As an organization, are you looking for ways to:

  • Help employees build a tax-free medical savings vehicle?
  • Move employees to a lower-cost medical plan?
  • Ease the impact of increased cost sharing?
  • Replace expensive defined-benefit promises to retirees?
  • Reduce your other post-employment benefits (OPEB) liabilities?

Consider including a tax-advantaged spending account for out-of-pocket medical care expenses that can help make your employee benefits program work better. Gallagher’s team of specialists help governmental, Taft-Hartley, and other nonprofit groups set up and administer funded health reimbursement arrangements (HRAs) for thousands of employees and retirees.

Gallagher can help put the power of Gallagher HealthInvest HRA to work for your organization while supporting the financial wellbeing of your workforce.

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Experience That Counts

Gallagher is one of the nation’s leading developers of funded HRA platforms. It all started more than 30 years ago when a retired school administrator expressed concern over the cost of his retiree medical insurance. This led to the development of the nation’s first multiple-employer funded HRA, which covers nearly 100,000 participants with more than $400 million in assets.

Why Gallagher HealthInvest HRA?

Gallagher HealthInvest HRA is not a third-party administrator (TPA) or retirement plan provider offering a sideline HRA product. A team of highly skilled experts is focused solely on supporting funded HRAs. A reputable track record and proven expertise in health and welfare benefits set us apart.

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Investment advisory, named and independent fiduciary services are offered through Gallagher Fiduciary Advisors, LLC, an SEC Registered Investment Adviser. Gallagher Fiduciary Advisors, LLC 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. This document contains confidential and proprietary information that belongs to Gallagher Fiduciary Advisors, LLC and is protected by copyright, trade secret and other State and Federal laws. Any copying, redistribution or retransmission of any of the contents without the written consent of Gallagher Fiduciary Advisors, LLC is expressly prohibited. Gallagher Fiduciary Advisors, LLC is a single-member, limited liability company, with Gallagher Benefit Services, Inc. as its single member. Neither Arthur J. Gallagher & Co., Gallagher Fiduciary Advisors, LLC nor their affiliates provide accounting, legal or tax advice.

Consulting and insurance brokerage services to be provided by Gallagher Benefit Services, Inc. Gallagher Benefit Services, Inc. is a licensed insurance agency that does business in California as Gallagher Benefit Services of California Insurance Services and in Massachusetts as Gallagher Benefit Insurance Services. Neither Arthur J. Gallagher & Co., nor its affiliates provide accounting, legal or tax advice.

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