Retirement plan sponsor & fiduciary fall think tank

Stay ahead of the curve in the rapidly changing retirement industry. Learn steps you can take today to help your organization and people build a financial future filled with confidence.

Download these slides to gain exclusive insights and strategies to help you support individual financial resiliency at your organization. Professionals from our Retirement Plan Consulting and Investments practices will discuss how to:

• Uncover the latest retirement and financial wellbeing trends through exclusive benchmarking insights and explore how auto-enrollment, employer match strategies, and the growing demand for workplace financial planning are being shaped by today’s economic and legislative environment.
• Explore plan design innovations like Pooled Employer Plans and how SECURE 2.0 provisions are shaping adoption.
• Get up-to-date legislative updates affecting retirement plans, including the OBBB Act, ROTHs, CITs, SECURE 2.0, and current litigation.
• Gain insights into investment strategies, including alternative assets, private equity, private credit, and target date CITs.
• Discover participant engagement strategies around HSAs, Roth catch-ups, and effective communication best practices.

Take the next step in building a more confident financial future for your workforce. Join the discussion and register today! 

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.

Investment advisory services are offered by Gallagher Fiduciary Advisors, LLC (“GFA”), an SEC registered investment advisor that provides retirement, investment advisory, discretionary and independent fiduciary services. Registration as an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. 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 Arthur J. Gallagher & Co. 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