Benefit Liability Management
Manage Rising Employee Benefit Expenses
BFB Gallagher consults with organizations on how to offset or mitigate their employee benefit expenses using their investment portfolio. We review your benefit liabilities as well as your portfolio holdings, then make a recommendation on how to reallocate a small portion of your portfolio to offset the benefit expenses. For those organizations with regulatory requirements regarding their investment portfolios, we work with you on your due diligence documentation to meet your compliance needs.
Ready to Start?
The best way to get started is to schedule an informal discovery call where we discuss at a high level your challenges and what you wish to accomplish. Our client relationships often start with an educational session (which may include your board of directors) to explain how the different types of plans work. Ready to send a RFP? Need a vendor due diligence package?