Overview 

As a Retirement Plan Sponsor you need:

To mitigate fiduciary risk through oversight and documentation of the retirement plan process.

 

To understand every aspect of your plan such as fees, documents, investments, and fiduciary obligations.

 

A strategy to help maximize employee retirement savings via monitoring and analyzing fees and investment performance.

 

A trusted adviser who understands the complexities of the retirement plan market and who examines your specific needs before offering solutions.

 

A committed partner to manage the retirement plan process so you can focus on what you do best – successfully managing your company.

Our retirement plan services include:

Plan Consulting
   

 

   Plan Design 

 

Plan Integration and Transition

 

Plan Enhancement

 

Fiduciary Assistance

 

   Compliance Assistance
   

 

   Investment Monitoring   
   

 

   Participant Education
   

 

   Forensic Fee Audits
   

 

   Defined Benefit Plans   
   

 

   Non-Qualified Plans   
   

 

   Institutional Investment Advice*
   

 

Wealth Management

*Registered investment advisory services are offered through GBS Investment Consulting, LLC, a wholly owned subsidiary of Gallagher Benefit Services, Inc.


NFPSI Disclosure:

Securities and Investment Advisory Services offered through NFP Securities, Inc. a Broker/Dealer, Member FINRA/SIPC, and a Federally Registered Investment Advisor NFP Securities, Inc. is not affiliated with Arthur J. Gallagher & Co. and its subsidiaries. Not all members of GRS offer securities or investment advisory services.

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000

NFP Securities, Inc. does not provide legal or tax advice.

To ensure compliance with requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purpose of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.