When you need expert, independent advice on your retirement and executive benefits plans, turn to Lockton Retirement Services.
Lockton Retirement offers PROTECTION for your business, SECURITY for your employees through comprehensive advice, disciplined process, and client results.
Lockton offers the best of both worlds:
The global expertise of the world’s largest privately owned insurance brokerage
A network of Advisors providing localized solutions to meet your unique needs.
Our Advisors work with all retirement plan types, Defined Contribution, Defined Benefit, and Executive Benefits. Our services include:
Lockton works with the nation's largest retirement plan administrators, thousands of fund managers, and the most trusted insurance carriers. We understand their full range of capabilities, their key processes, and their strategic intent. Clients can feel confident that we will find the best recordkeeper, insurance issuer, or portfolio manager to fit their needs. Service providers can feel confident that we operate with everyone's best interests in mind.
DB Plan Termination: Eliminating risk and expense while maintaining employee engagement.
Retirement Wellness: Improving engagement and increasing retirement readiness.
Nonqualified Plan Restructuring: Resolving the deficit, lowering administration cost, and mitigating risk.
DC Vendor Savings: Negotiating to decrease recordkeeping costs, lower fund management fees, and increase participant satisfaction.
Lockton's most senior Retirement and Executive Benefits Advisors collaborate to set the strategic direction of our business and ensure that our services constantly evolve to meet our clients' changing needs.
In major cities coast to coast, Lockton Advisors consult with benefits plan sponsors on plan design and financing, investment strategy, regulatory change, vendor selection, and employee engagement.
Your Advisor partners with a pool of more than 100 national experts on retirement plan design, investment oversight, actuarial consulting, regulatory interpretation, compliance process and communication strategy.
Lockton Retirement Services is pleased to have been named one of the 2016 PLANADVISER Top 100 Retirement Plan Advisers.
The PLANADVISER Top 100 Retirement Plan Advisers list showcases individuals and teams that stand out in the advisor industry in terms of a series of quantitative measures. These include the dollar value of qualified plan assets under administration (AUA), as well as the number of plans under advisement.
Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer and member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor. For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569.
Check the background of this firm on FINRA's BrokerCheck.