If you missed our Gallagher presenters at this year's IFEBP, join us November 9 at 2:00 p.m. CT for a live webinar on Public Student Loan Forgiveness.

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Legal and Legislative Update for Retirement Plans

Monday, October 24, 10:45 a.m. PT
Tuesday, October 25, 9:15 a.m. PT
Steven Grieb, J.D., CEBS
Senior Compliance Counsel

Not Your Grandfather's Pharmacy

Monday, October 24, 1:15 p.m. PT
Tuesday, October 25, 2:45 p.m. PT
Seth Friedman
Pharmacy and Health Plan Services Practice Leader

Not Your Grandfather's Pharmacy

Monday, October 24, 1:15 p.m. PT
Tuesday, October 25, 2:45 p.m. PT
Hannan Allen
Area Senior Vice President, Business Development

Investment Returns vs. Actuarial Assumptions

Tuesday, October 25, 1:15 p.m. PT
Jeffrey M. Covell, CFA®
Area Senior Vice President

Ready to take the next step on a better path for cost containment, member attraction and retention, and total risk management?

Gallagher has developed a suite of consulting services and strategies to help address your concerns and meet the challenges that Taft-Hartley and public sector organizations face today. Our Gallagher Better WorksSM consultative approach centers on strategic investments in your members' health, financial wellbeing and career growth, with a holistic focus on organizational wellbeing and risk mitigation.

New ERISA fiduciary breach claims being brought over BlackRock funds

A series of new lawsuits claim that investment fiduciaries have violated their ERISA duties involving their selection of the BlackRock LifePath target date funds. Contrary to many recent "excessive fee" cases, which claim that fiduciaries allowed investments in the plan with fees that are too high, these new cases argue the inverse. The complaints allege the
"[d]efendants appear to have chased the low fees charged by the BlackRock TDFs without any consideration of their ability to generate return."

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What steps are you taking to find missing participants and uncashed checks?

Missing participants are a pain point for plan sponsors, because they create a long-term liability for the plan, add to costs and incur fiduciary risk. The Department of Labor (DOL) is aggressively investigating the practices and procedures of plan sponsors for locating and distributing benefits to missing participants. In some cases, the DOL has asserted breaches of fiduciary duty for failure to perform regular searches for missing and unresponsive participants. In January 2021, the DOL posted best practices for finding those missing participants and how to document the necessary steps taken.


Education financing: approaches, considerations and the steps to launch an education financing offering

When it comes to the overall financial wellbeing of an individual or group, the subject of student loan benefits continues to be at the forefront of conversations. With heightened employee financial stress, legislative updates and a seemingly endless supply of providers, employers are considering which education financing approach is right for their organization.


Remain apprised on compliance issues

This has been a challenging and very fluid period in time. Rely on our retirement plan and health and benefit compliance consulting expertise for guidance. Gallagher's Compliance consulting counselors monitor and provide updates on the latest legislative action.


How are prescription digital therapeutics changing the benefit plan game?

Pharmacy benefit costs continue to increase. From 2021 to 2023, prescription drug spending is projected to increase by an average of 5.4% per year, and then by 5.9% from 2024 to 2028. Easier access to treatment options, solutions such as Prescription Digital Therapeutics (PDTs) are an innovative step forward for the healthcare industry.


Which voluntary benefits are the most popular among employers?

Discover which programs can affordably expand your total rewards package and better address your people's diverse needs. Explore data-driven insights from hundreds of public sector organizations with data and strategies from the 2022 Workforce Trends Report Series.


Investment guidance for Taft-Hartley plan sponsors

As a trustee, you're charged with a multitude of fiduciary responsibilities. Learn how Gallagher can design and implement investment solutions, manage liquidity requirements and effectively communicate the investment principals of your plan's portfolio.


*CFA Institute


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.

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