Gallagher is excited to be in Boston at booth #837 during this year's conference! Be sure to stop by to see us if you're attending the show and say hello to your Gallagher friends during one of their presentations.

Secure Act 2.0 — Retirement (Defined Contribution) Plan Changes

Monday, October 2, 1:15-2:15 p.m. ET
Tuesday, October 3, 10:45-11:45 a.m. ET
Steven Grieb, J.D., CEBS
Senior Compliance Counsel

Rx Cost Containment — Considerations for Your Plan

Monday, October 2, 9:15-10:15 a.m. ET
Tuesday, October 3. 1:15-2:15 p.m. ET
Hannan Allen
Area Senior Vice President of Business Development, National Pharmacy Practice


SECURE 2.0 Act carries significant impact for governmental plans

SECURE 2.0 contains a wide array of mandatory and optional changes for public sector retirement plans under the Internal Revenue Code. While some of the more notable provisions of the legislation won't apply, learn how SECURE 2.0 Act could affect your retirement plan and participants. Gallagher's senior ERISA compliance counsel explains the new rules and regulations, empowering you to make informed decisions about your benefit offerings. Stay compliant and offer attractive retirement plan benefits by staying ahead of these changes.

Watch the Webinar


Contributing QERP to a defined benefit pension plan

Volatile and uncertain financial conditions can put extra pressure on pension plan sponsors meeting their funding obligations. The same economic conditions that depress the investment return on plan assets can also negatively impact the plan sponsor's underlying business, reducing the cash available for contribution to its pension plan. One solution to combat these volatile conditions is using corporate-owned real property to replace cash as a source of funding by a plan sponsor for their defined benefit pension plan.

Learn More


Student loan benefits repayment approaches

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.



Strategic compliance guidance that supports your people strategy

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.



2023 Workforce Trends Report Series: Five Trends to Watch

Voluntary benefits are increasingly viewed as a way to help support employees' financial security needs and lifestyle preferences. A few particular benefits have become more widely available in the last five years, including hospital indemnity, critical illness and pet insurance.



Can you find savings in your pharmacy benefit management contract?

With pharmacy benefits being the largest and most complicated component of a healthcare benefits package, it can be difficult to find ways to cut costs in your prescription drug plan without impacting the health outcomes of your employees. See how organizations are optimizing and saving with their PBM contracts.



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.



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 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.


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