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mhc

Gallagher Benefit Service

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The school district where my spouse is employed has entered into an agreement with Gallagher Benefit Service. GBS has reviewed the district's plan document for compliance, etc. and will be acting as the TPA for the district's 403b plan.

Having accessed some information regarding this company and their affiliates through the FINRA and SEC websites, I am not certain as to how to interpret and evaluate the information provided.

What other pertinent information is available that will allow for an informed determination as to the integrity of GBS?

 

Thank you,

mhc

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