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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 advisor 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 |
Gallagher Retirement Services' Professionals provide independent consulting services for: | |  | | 401(k) Plans | | | | | | | |  | | 403(b) Plans | | | | | | | |  | | 457 Plans | | | | | | | |  | | Defined Benefit Plans | | | | | | | |  | | Cash Balance Plans | | | | | | | |  | | Money Purchase Plans | | | | | | | |  | | Non-qualified Plans |
Their retirement plan services include: | |  | | Fiduciary Process Management and Risk Mitigation* | | | | | | | |  | | Plan Consulting | | | | | | | |  | | Plan Design | | | | | | | |  | | Plan Integration and Transition | | | | | | | |  | | Plan Enhancement | | | | | | | |  | | Retirement Plan Governance | | | | | | | |  | | Compliance Assistance | | | | | | | |  | | Investment Monitoring | | | | | | | |  | | Participant Education Management | | | | | | | |  | | Forensic Fee Audits | | | | | | | |  | | Fee Benchmarking | | | | | | | |  | | Institutional Investment Advice** | | | | | | | |  | | Actuarial Services |
*Although fiduciary risk cannot be totally eliminated, GRS will aid in the process of mitigating that risk. **Registered investment advisory services are offered through Gallagher Fiduciary Advisors, LLC, a wholly owned subsidiary of Gallagher Benefit Services, Inc. |
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