Building Better Financial Wellbeing

Thursday, October 24, 2019 11:00 am EST
Sponsored by

Presenter
John Jurik
Area Executive Vice President
Arthur J. Gallagher & Co.
Retirement Plan Consulting
Molly Beer, MBA
Area Vice President, Arthur J. Gallagher & Co. Retirement Plan Consulting
Christopher Jarmush
Area Senior Vice President and Director of Defined Contribution, Gallagher Fiduciary Advisors, LLC
Moderator
Randy Myers
Senior Contributing Editor, PLANSPONSOR
It seems that every day we see another news headline about Americans woefully under saving, struggling with student loan debt, and unable to retire on time. Findings from the Gallagher Retirement Pulse Survey, reveal 65% of organizations have not considered that delayed retirements result in higher costs – impacting profitability. Furthermore, to become a more competitive employer in a tight talent market, over two-thirds (69%) of organizations are retooling their retirement plans to position them as industry competitive or strategic offerings.

This webinar will present solutions that can help plan sponsors tackle challenges and face the future with confidence by:
  • Driving on-time retirement success with financial wellbeing programs that address student loans, debt, budgeting, saving, and investing for retirement
  • Leveraging multiple tools and communication platforms that help drive employee engagement success with the financial wellbeing programs offered in a plan
  • Mitigating risks with insights into fiduciary responsibilities and liabilities












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Gallagher Benefit Services, Inc., a subsidiary of Arthur J. Gallagher & Co., (Gallagher) is a non-investment firm that provides employee benefit and retirement plan consulting services to employers.  Securities may be offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment advisory services may be offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Investment advisory services, named and independent fiduciary services may be offered through Gallagher Fiduciary Advisors, LLC, an SEC Registered Investment Advisor (GFA) which is a single-member, limited liability company with Gallagher Benefit Services, Inc. as its single member. Certain appropriately licensed individuals of Arthur J. Gallagher & Co. subsidiaries or affiliates, excluding Gallagher Fiduciary Advisors, LLC, offer securities through Kestra IS and or investment advisory services through Kestra AS. Neither Kestra IS, nor Kestra AS is affiliated with Gallagher or GFA. Neither Kestra IS, Kestra AS, Gallagher, GFA, their affiliates nor representatives provide accounting, legal or tax advice."”