This Town Hall series webinar focuses on modernizing your benefits to remain competitive.

Authors: Lauren Lambright Kathleen Schulz Tom Tielbur


In today's ever-evolving environment, 34% of employees plan to push back their retirement dates.* No matter the income level or current life stage, employees are seeking ways to save and make the most of their money and retirement plan.

Discover what actions other organizations are taking in response to SECURE ACT 2.0., while creating meaningful retirement benefits and taking into account the unique needs of their workforces. When employers like you find appropriate solutions for expanding personalized benefit offerings, it can positively impact the financial lives of your employees and increases their overall wellbeing.

Learn about modernizing your retirement benefits and building financial confidence for your workforce in this town hall.


Author Information


*"The Future of Workplace Financial Well-Being," Sofi, Mar 2022. Gated PDF.


For Institutional Use Only. Not for Public Distribution. This material was created to provide information on the subjects covered, but should not be regarded as a complete analysis of these subjects. The information provided cannot take into account all the various factors that may affect your particular situation. The services of an appropriate professional should be sought regarding before acting upon any information or recommendation contained herein to discuss the suitability of the information/recommendation for your specific situation.

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 (5478166)(exp022025)