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Member, Beacon International Group, Ltd.
G
Gallagher ABOW Inc.
1050 Wilshire, Suite 250, P.O. Box 7007, Troy, Mich. 48007-7007; 810-649-1990; fax: 810-649-4978
Staff
Total100
Involved in 401(k) plan services32
Clients
Total425
Receiving unbundled services400
Receiving bundled services25
Average participants/plan350
Minimum participants/plan1
Maximum participants/planUnlimited
Services began: 1982.
Parent: Arthur J. Gallagher & Co.
Software: Purchased from outside vendor, accommodates 20 investment funds and 10 types of contributions.
Administration: Cash, unit value and full share accounting. Accommodates loan provisions, performs 401(k) and 401(m) non-discrimination tests.
Client support: Daily valuations, toll-free service for account balance inquiries, toll-free service to request account activity, communication of plan features to employees. Consults on legal issues, plan design issues, compliance issues, employee communications. Other services include plan qualification, plan termination, representation before IRS or DOL during audits.
Service area: Nationwide.
Charges: Determined by number of participants, complexity of plan, time and expense, frequency valuations.
Officers: Bryan Hirn, area wide president; Craig C. Arnold, area wide vp.
Contact: Craig C. Arnold or James M. Kyle.