Guiding individuals and organizations on their finance journey to a more confident future requires a trusted, independent advisor.

Navigating the complexities of retirement plan legislation, the impact of the markets and economy, sought-after employee benefits, and plan design selection requires guidance. Partnering with Gallagher as your independent advisor is crucial for helping you align your organization's culture, budget and resources with an attractive and engaging retirement benefit offering that ultimately sets your employees up for retirement success.

Our consultants specialize in retirement plans and have extensive knowledge and experience in defined contribution, defined benefit, nonqualified plans and financial wellbeing consulting services. They stay up-to-date with the latest trends, best practices, and legal requirements. This helps employers navigate the intricacies of plan design, investment options, fiduciary responsibilities, compliance, and best possible participant outcomes.

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.

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.

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.

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.