Employers are increasingly aware that stress caused by financial insecurity can contribute to a number of health issues affecting their workforce. What can you do avoid productivity loss and burnout? Providing resources that build knowledge and empower more confident decisions, from hire to retire, is the formula for improving and sustaining the financial health of both your organization and workforce.

The 2021 Workforce Trends Report: Financial Wellbeing highlights retirement plan benefits and fiduciary responsibility, presenting recent data and insights on current and emerging trends to help employers optimize their investments and remain competitive. The full report shows:

  • What financial wellbeing strategies employers are implementing as their concerns about employee financial stress increase
  • Why 73% of organizations use target date funds to help employees retire on time and meet their financial goals*
  • How having a formal retirement committee that regularly reviews retirement plan and investment options helps 75% of employers to ensure plan performance and limit fiduciary liability*
Workforce Trends Report Series: Organizational Wellbeing Cover

Introducing the 2021 Workforce Trends Report series.

Receive even more benchmarking data with the complete 2021 Workforce Trends Report series. Access the complete series for only $650 by checking the box in the form field below.  You can preview the data and insights available in the full series here.

This series of reports released throughout the year includes employer insights from Gallagher's biggest benefits surveys:

  • 2021 Benefits Strategy & Benchmarking Survey
  • 2021/2022 Salary Planning Survey
  • 2021 HR Tech Survey
  • 2021 Retirement Survey

*Gallagher, "Workforce Trends Report: Financial Wellbeing," January 2022

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.

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 (4676353)(exp042024)