Top-tier organizations are flipping the definition of financial well-being to better focus on the individual needs of employees.

During its 2023 Spring Plan Sponsor Think Tank, Gallagher and industry professionals provided insights on the latest news and trends that can equip employers to better prepare American workers to be more financially resilient − including improving their retirement security through the SECURE 2.0 Act.

The entire discussion is available as a complimentary on-demand webinar that will help you promote financial well-being among your employees.

In this webinar:

• The latest news impacting fiduciaries including the state of the economy and SECURE 2.0 retirement plan legislation.
• The provisions in SECURE 2.0 employers can use to enhance their current offerings.
• What role do ROTH IRAs play in the new SECURE 2.0 provisions?
• The benefits of fiscal responsibility education within your workforce.
• Insights on how you can implement innovative plan designs to attract and retain talent.
• Perspective on the financial behavior of employees and the need for personalization.
• Your employees most pressing financial challenges today.
• The elements of employee financial wellness and how that can help you further develop your program and benefits package.
• A SECURE 2.0 timeline to follow.

For Institutional Use Only. Not for Public Distribution.
Gallagher Fiduciary Advisors, LLC (“GFA”) is an SEC Registered Investment Advisor that provides retirement, investment advisory, discretionary/named and independent fiduciary services. Gallagher 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. This document contains confidential and proprietary information that belongs to Gallagher Fiduciary Advisors, LLC and is protected by copyright, trade secret and other State and Federal laws. Any copying, redistribution or retransmission of any of the contents without the written consent of Gallagher Fiduciary Advisors, LLC is expressly prohibited. GFA is a limited liability company with Gallagher Benefit Services, Inc. as its single member. Neither Arthur J. Gallagher & Co., GFA, their affiliates nor representatives provide accounting, legal or tax advice. GFA/Triad CD (5422616)(exp012025)

GBS Insurance and Financial Services, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable –we cannot ensure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Advisory services offered through f3Logic LLC, Registered Investment Advisor. Securities offered through Independent Financial Group, LLC (IFG). Member FINRA/SIPC, a Registered Broker-Dealer. f3Logic, Gallagher and IFG are unaffiliated entities. f3Logic is a Gallagher Company.

WATCH YOUR COMPLIMENTARY ON-DEMAND WEBINAR

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