How can you craft meaningful retirement plan benefits and supporting financial coverages to maximize employee financial confidence?
The Financial Wellbeing report offers benchmarks to help you face challenges in providing for your people's financial health and wellbeing. There's an ongoing need to identify and prioritize the most supportive programs and services for a diverse workforce, all while helping to ensure the organization's overall financial health is maintained.
Nearly 1 in 2 increased the importance of financial wellbeing in 2024.
45% offer financial planning or wealth management services.
55% use auto-enrollment to promote better retirement savings habits.
65% provide tuition assistance.
Nearly 1 in 2 offer some form of retirement plan to key employees.
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 offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Neither Osaic Wealth nor their affiliates provide accounting, legal or tax advice. Review the Osaic Form CRS.
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.
