Company Overview
For more than twenty years, Gallagher has consulted on executive compensation and benefits in highly regulated industries. Our expertise is the tax code for nonqualified executive benefit plans. Our long-term commitment and growing client base reflect our success in navigating the complex and changing executive benefit environment.
How We Help
Long-term Partnership
All plans we design, implement, and service are backed by the long-term resources of our parent company, Arthur J. Gallagher & Co.
Service
Each client is assigned an in-house service team, not a third party administrator or impersonal call center, to respond to your needs and manage the daily requirements of your benefit plan.
Administration
You and your participants have online access to the benefit plans. All of your due diligence and carrier reports, accounting entries, policy values, and more are available online in a secure, SOC 1 certified portal.
Ongoing Regulatory Compliance
Your client service team is supported by the Minneapolis-based law firm of Sherman & Patterson, experts in state and federal regulations affecting executive benefits.
Advocacy
Gallagher engages the law firm of Sherman & Patterson to represent client interests to state and federal regulatory agencies. The firm maintains direct relationships with these agencies and are frequent speakers at regulator events.
Our History
Gallagher’s history of consulting on executive benefits extends more than twenty years. Our firm was established by Rich Brock and Chris Burns-Fazzi in 1995 as Benmark East. In 2005, we became Burns-Fazzi, Brock and Associates and turned our focus to tax-exempt organizations. After building a national portfolio of clients, the firm added a third principal, Tom Telford.
We attribute much of our continued success to the high level of service we provide our clients. Given the long-term nature of a benefit plan, our three principals wanted to ensure we would continue to service these plans well into the future and began seeking a compatible merger partner. In 2015, following years of vetting potential partners to find the perfect match of values, culture, and stability, the firm was acquired by Arthur J. Gallagher & Co. (NYSE: AJG), one of the world’s largest insurance brokerage and risk management firms. Now Gallagher, the firm continues to consult on executive benefits in multiple industries across the country.
