Fortify key talent retention and protect the organization while meeting the individual needs of your executives with deferred compensation plans.

Does your company's executive benefits program address your needs?

Every industry faces tight competition for talent. Finding and retaining talent remains one of the top concerns among CFOs and boards of directors today. Furthermore, an organization's current benefits package — such as a qualified defined contribution plan — may not meet the needs of highly compensated employees and may also fall short of what competitors offer.

Executive benefit programs are an effective way to allay this concern and mitigate the risk to the wellbeing of the organization and profitability. Yet, executive planning and business continuity strategies can be a complex, high-stakes environment — posing challenges for key talent, boards, executives and owners.

Closing the gaps between the protection coverages and retirement income highly compensated employees require and the coverages and limits typical group benefit plans provide can make a significant difference in the company's ability to compete for the critical skills that it needs. That's where we can help.

Leverage our high-touch consulting with beginning-to-end service

Tap into Gallagher's national team of finance professionals, tax and business strategists, risk mitigation specialists, underwriters and insurance advisors to learn about options that can help your organization meet its executive benefits needs, including:

  • Executive retirement planning
  • Benefit funding
  • Investment strategies
  • Tax mitigation solutions
  • Succession planning
  • Individual life insurance and disability income solutions
  • Foundation and charitable donation accounts

Our understanding of the nuances in both for-profit and nonprofit organizations helps ensure we structure a plan that aligns with your objectives and growth goals, no matter the industry.

  • Law firms (Am Law 100 and 200)
  • Credit unions and other nonprofit organizations
  • Healthcare
  • CPA firms
  • Private equity
  • Financial institutions
  • Mid- to large-size, privately-held companies

Employers have a variety of solutions to consider

As lateral C-suite movement has increased, establishing a new, fully funded, nonqualified plan is considered an effective way to attract and retain talent. The plan can be structured to provide a tax-free retirement benefit for life or a certain number of years, and restrictions can be built in to limit early departure and/or competition. Discretionary bonuses during employment also can be built into the plan as an additional incentive to keep top performers engaged.

Personal, customized service and direct access

We believe personal service and direct access are the key to successful long-term relationships. Gallagher's licensed and professional consultants work closely with you to understand your unique situation. Our custom-designed solutions help ensure your organization's challenges are addressed in a financially sound and compliant manner. From design and implementation to ongoing servicing, you have access to a dedicated client service team.

We can manage the process from beginning to end, including policy design, underwriting, cost structure and, most importantly, in-force policy reporting and management.

Meet the Executive Benefits Leadership Team

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.

Luke Kaplan: Securities offered through The Leaders Group, Inc., Member FINRA/SIPC, 26 West Dry Creek Circle, Suite 800, Littleton, CO 80120, (303) 797-9080.­ ­

Brian Deane: Securities offered through M Holdings Securities, Inc., A Registered Broker/Dealer, Member FINRA/SIPC. Cohn Financial Group is operated independently from M Holdings Securities, Inc.­ ­

Rich Brock: 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 (5206532)(exp112024)

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 (4652486)(exp052024)

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Client Relationship Summary

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.

Executive Benefits Summary

  • Multidisciplinary team for more comprehensive solutions
  • Holistic breadth of services for better employee, employer outcomes
  • High-touch consulting, customized solutions

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