Transition Timeline

Over the next few months, this timeline will include relevant updates, actionable information, key deadlines and evolving details. Please visit often as we continuously expand this page to support your transition.

  • Review 2026 benefits information to prepare for enrollment - 10/1/25 - 11/2/25
  • Attend a My Money Guide/Ayco Overview Webinar - 10/2/25
  • Attend Benefits Q&A - Medical/Rx Plan PPO101 - 10/7/25
  • Attend Benefits Q&A - Medical/Rx Overview - 10/8/25
  • Attend Benefits Q&A - Annual Enrollment Benefits - 10/16/25
  • Attend Benefits Q&A - Life Insurance - 10/21/25
  • Attend Benefits Q&A - Company-Provided Benefits - 10/28/25
  • 2026 Benefit Plan Information posted to Welcome Site
  • Submit AP 401(k) loan payments directly to the plan
  • AssuredPartners 401(k) distribution opportunities are now available, including options for IRA rollovers and cash distributions
  • Schedule a call with a MyMoneyGuide coach to review your benefit options
  • Visit ALEX decision-making support tool
  • Enroll in your 2026 Gallagher Benefit Plans - 11/3/25 - 11/21/25
  • Enroll in Voluntary AD&D and Optional Term Life Insurance coverage. Keep in mind special enrollment opportunity for Optional Term Life. - 11/3/25 - 11/21/25
  • Designate beneficiaries for Company-Provided Life, Optional Term Life, and Voluntary AD&D - 11/3/25 - 11/21/25
  • Enroll in GPEL coverage - 11/3/25 - 11/21/25

More Great Gallagher Benefits

  • AssuredPartners 401(k) distribution opportunities remain available, with instructions forthcoming on how to directly roll over your account to the Gallagher plan
  • Gallagher 401(k) enrollment instructions will be distributed 
  • Enroll in Gallagher's 401(k)
  • Empower Welcome Packet Arrives
  • Plan ID Cards Arrive
  • Gallagher Benefits Take Effect
  • Assets and loans will be transferred from AssuredPartners 401(k) plan to Gallagher plan, if direct rollover option was elected (loans must be in good standing to be transferred)
  • The deadline for initiating distribution of your AssuredPartners 401(k) account is February 28, 2026 – if no action is taken, funds will be automatically rolled over to an Empower IRA