Retirement
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:
- 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
- Forensic Fee Audits and Benchmarking
- Defined Benefit Plans
- 401(k) Plans
- Non-Qualified Plans
- 403(b) Plans
- Institutional Investment Advice
- Actuarial Services
For More Information:
*Registered investment advisory services are offered through GBS Investment Consulting, LLC, a wholly owned subsidiary of Gallagher Benefit Services, Inc.
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NFPSI Disclosure:
Gallagher Retirement Services is the national retirement plan services and consulting division of Gallagher Benefit Services, Inc. Securities and investment advisory services offered through NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC and a Federally Registered Investment Adviser. Investment advisory services and corresponding named fiduciary services may also be offered through GBS Investment Consulting, LLC (GBS IC), a Registered Investment Adviser and wholly owned subsidiary of Gallagher Benefit Services, Inc. Not all individuals of Gallagher are registered to offer Securities or Investment Advisory services through NFP Securities, Inc. NFP Securities, Inc. is not affiliated with GBS Insurance and Financial Services, Inc., Gallagher Benefit Services, Inc., GBS Investment Consulting, LLC, or Gallagher Retirement Services. Neither Gallagher Benefit Services, Inc., Gallagher Retirement Services, GBS Investment Consulting, LLC, nor NFP Securities, Inc. provide legal or tax advice.
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.
The web site links referenced are being provided strictly as a courtesy. Neither us, nor NFP Securities, Inc. are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.
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.
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