Gallagher has developed a suite of consulting services and strategies to help address your concerns and meet the challenges that public sector and Taft-Hartley organizations face today. Our consultative approach centers on strategic investments in your members' health, financial wellbeing and career growth, with a holistic focus on organizational wellbeing and risk mitigation.

Total retirement solutions for public sector

Our consulting capabilities help our 10,000+ public sector and K-12 education clients* improve retirement outcomes through pension solutions, plan design, financial wellbeing programs and other post-employment benefits (OPEB) trust and solutions. We focus on plan sponsors and committees, as well as participant outcomes, by providing plan governance, actuarial services, investment oversight, plan design, compliance consulting, participant education, and financial coaching and planning.

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SECURE 2.0 act carries significant impact for governmental plans

SECURE 2.0 contains a wide array of mandatory and optional changes for public sector retirement plans under the Internal Revenue Code. While some of the more notable provisions of the legislation won't apply, learn how SECURE 2.0 Act could affect your retirement plan and participants. Our whitepaper explains the rules and regulations, empowering you to make informed decisions about your benefit offerings. Stay compliant and offer attractive retirement plan benefits by staying ahead of these changes.

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Create a more resilient tomorrow for your employees and your organization

Is your staff financially resilient? Financial insecurity can contribute to a number of health issues affecting the workforce. Increase the financial confidence and stability of all your staff by offering a customizable financial wellbeing program that includes person coaching. Gallagher Money Coaching and financial planning provides employees with 1:1 financial guidance, education and tools — so they can make smart decisions now that set them up for success in the future.

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Student loan benefits repayment approaches

When it comes to the overall financial wellbeing of an individual or group, the subject of student loan benefits continues to be at the forefront of conversations. With heightened employee financial stress, legislative updates and a seemingly endless supply of providers, employers are considering which education financing approach is right for their organization.

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Can data cleanup save your plan money and time?

When data isn't readily available, your actuary will often make an "educated guess" that tends to overstate benefits and liability — and cost the plan additional funds and time. Data cleanup isn't easy, but we have the tools and experience to help you get your data back on track, accurate and up to date.

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Investment guidance for Taft-Hartley plan sponsors

As a trustee, you're charged with a multitude of fiduciary responsibilities. Learn how Gallagher can design and implement investment solutions, manage liquidity requirements and effectively communicate the investment principals of your plan's portfolio.

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Source

*Clients of Arthur J. Gallagher & Co. as of 1/1/2024

Disclaimer

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 provide accounting, legal or tax advice. Review the Triad Form CRS.

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.

Gallagher Money Coaching services are provided in partnership with Your Money Line® and, as such, users will be required to contract directly with Your Money Line for certain services. Your Money Line is not affiliated with Gallagher companies, but Gallagher companies may receive referral fees from Your Money Line under this partnership.

For compliance-related questions about our investment advisory services or to request the most current version of this relationship summary, please review our Client Relationship Summary or call (212) 330-1011.