Financial Wellbeing
Presented by
Tom Tielbur
Area Vice President
at Gallagher
March 25
12:00 pm - 1:00 pm
Virtual Event via Zoom.
*Zoom details will be sent after you register.
Join us for Chapter updates
and a presentation on this topic.
Financial wellness is a topic on almost everyone’s minds.
Nearly 6 in 10 employees report that financial stress is
negatively affecting their physical health and 9 in 10
Americans are feeling stressed about their personal
finances. This has been proven to manifest itself in
increased prevalence for depression, migraines, back
pain, high blood pressure, insomnia, and stomach ulcers.
These conditions can affect productivity and absenteeism
in an already difficult remote working situation.
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** This event has been SHRM
and HRCI pre-approved! **
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About Tom
Professional Experience:
Tom Tielbur joined the Gallagher retirement consulting team in August 2018, with 10 years of financial services experience that has encompassed all areas of the retirement industry. The last 10 years have been specifically focused on plan design consulting, investment consulting, and fiduciary liability consulting for large-market defined contribution plans, defined benefit plans and non-qualified plans.
Prior to joining Gallagher, Tom worked for a recordkeeper in their large market retirement division.
Tom earned his Bachelor’s Degree in Business Administration from The University of Northern Iowa. He completed the Certified Employee Benefits Specialist® (CEBS®) through the International Foundation of Employee Benefits in conjunction with Wharton and the Accredited Investment Fiduciary® (AIF®) through Fi360.
Tom assists his clients with the design, implementation, benchmarking, and investment monitoring of qualified retirement plans; performing research and consulting on plan document reviews; compliance testing and other U.S. Internal Revenue Service (IRS) and/or Employee Retirement Income Security Act of 1974 (ERISA) issues; and Fiduciary Risk Mitigation and process management. Tom is an Investment Advisory Representative and is able to service as an ERISA §3(21) or §3(38) plan fiduciary.
Professional Designations:
Accredited Investment Fiduciary® (AIF®)
Certified Employee Benefits Specialist® (CEBS®)
Years Experience:
10+
Education:
Bachelor’s degree in Business Administration from the University of Northern Iowa
Specializes in:
Qualified employer retirement plans (401k, 401a, 403b, 457b), defined benefit plans, non-ERISA and governmental plans, student loan and financial wellbeing benefits. Helping clients with design, implementation and monitoring of retirement program and supporting employee engagement.
Address:
Arthur J. Gallagher & Co.
Retirement Plan Consulting
109 Northpark Blvd.
Suite 305
Covington, LA 70433
Direct: 985.231.3263
Mobile: 985.231.3263
Email: Tom_Tielbur@ajg.com
