Employee Benefit Adviser’s Retirement Plan Adviser of the Year is Gregg Fine, the area vice president of Gallagher. EBA editors asked Fine what new retirement plan advisers need to know when starting out and why solutions can improve the overall organizational well-being of clients that also boosts physical, financial, career and emotional well-being for employees.
Employee Benefit Adviser: How many clients do you have? What is your client size?
Gregg Fine: I support employers of all sizes from 100 to 25,000 + employees.
EBA: How big is your book of business?
Fine: It is Gallagher’s policy to not disclose this type of information about our books of business.
EBA: What was your biggest work accomplishment this past year?
Fine: Helping to adopt the Gallagher Better Works Strategy, offering holistic focus on employee and organizational well-being. The Gallagher Better Works Strategy provides solutions to improve the overall organizational well-being of clients, which in turn results in better physical and emotional well-being, better financial well-being and better career wellbeing for employees.
EBA: What was your biggest personal accomplishment this past year?
Fine: Being able to balance work and family time.
EBA: What is the best thing about your job?
Fine: Working and collaborating with other Gallagher team members for a successful client experience.
EBA: What makes you stand out as an adviser?
Fine: Expertise in retirement plan consulting, bringing both experience and depth of resources to a plan sponsor thereby helping their employees and executives effectively plan for retirement.
EBA: What are your takeaways for new advisers? Would you want your child to go into your profession?
Fine: In order to provide this extraordinary level of expertise in retirement plan consulting, advisers need to address all aspects of employee retirement plans including investments, legislation, compliance, cost control and reporting requirements.
EBA: What advice you give to new advisers?
Fine: Work hard and surround yourself with top talent.
EBA: What is the biggest trend to watch in benefit advising for 2019?
Fine: Understanding plan costs and financial wellness.
EBA: What technology can you not live without?
Fine: My phone.
EBA: Who is your personal hero?
Fine: Pat Tillman
EBA: What is your morning beverage of choice?
Fine: Water
EBA: What is your evening beverage of choice?
Fine: Water
EBA: What is the most awesome place you traveled to outside your home state?
Fine: Colorado
EBA: What is the most notable book you read this year?
Fine: Talent is Never Enough
