Employers work diligently to craft retirement plans that attract and retain good employees.

Rising complexity in the retirement plan landscape presents employers with the opportunity to offer a differentiating financial wellbeing program guiding employees to, and through, retirement.

During our Fall Think Tank, Gallagher professionals discuss steps plan sponsors should consider in the wake of changing legislation and employee need for retirement income guidance.

In this session:

• Hear how to stay ahead of the trends and develop strategies that achieve better employee and organizational financial well-being.
• Get the latest news impacting fiduciaries including the state of the economy and SECURE 2.0 retirement plan legislation.
• Find out about the major provisions in the SECURE 2.0 legislation that can help enhance your retirement plan design.
• Compare your retirement plan offerings with industry benchmarks.
• Learn how to help those in our workforce address their student loan burdens and also prepare for retirement.
• Understand the importance of implementing a financial well-being strategy with access to personalized, one-to-one coaching and advice.
• Get insights on how you can implement innovative plan designs to attract and retain talent.
• Find out the ways your advisor can help you.

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. 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 nor representatives provide accounting, legal or tax advice. Review the Triad Form CRS.

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