Newsroom / Retirement
Lockton Retirement Expands in Western US

(Los Angeles, CA) – 26 July 2017 – Lockton’s Retirement Practice continues its rapid growth, this time with the addition of two senior consultants on the US West Coast. Jeff Wallace has joined as a Producer in San Diego, consulting with clients on retirement plan management and strategic issues. Kathy Aicher will be a new Unit Manager, overseeing the on-going service of West Coast retirement clients from the Los Angeles office. Wallace and Aicher are the latest in a string of retirement hires for Lockton, a global consulting business focused on employee benefits, retirement, and property and casualty insurance.

Wallace, a 20-year veteran, brings a holistic background to the Lockton team, and experience with administration, investment management, and consulting across multiple disciplines including qualified and nonqualified plans, defined contribution and defined benefit, and health and welfare. Immediately prior to joining Lockton, Wallace was a retirement plan sales director for OneAmerica (formerly BMO). He specialized in defined contribution and defined benefit recordkeeping, custodial, and trust services.

Aicher has worked 25 years in the retirement industry, beginning her career in global banking before joining Transamerica Retirement Services and, later, Principal Financial Group, to oversee a number of product development and service projects. She is the recipient of the Certified 401(k) Professional (C(k)P) designation, currently held by less that 500 advisors in the country.

“Jeff and Kathy are tremendous additions,” said Tim Noonan, President of Lockton’s Pacific operations. “Our West Coast clients are diverse and have unique needs. We’re excited to offer them this kind of breadth and depth of talent.”

“Our Retirement Practice is at an inflection point,” said Pam Popp, President of Lockton’s National Retirement Practice. “We experienced tremendous growth last year and are on track to repeat that pattern in the year ahead. We are aggressively recruiting talent like Jeff and Kathy to help us meet our client’s increasingly sophisticated needs.”

Wallace can be reached at [email protected] or by calling 858-587-3145. Aicher is available at [email protected], or by calling 213-689-2315.

Lockton’s retirement practice advises more than 1,000 plans, representing $44 billion in assets. Follow us on LinkedIn and Twitter @Lockton_Retire.

About Lockton
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world’s largest privately held, independent insurance broker by helping clients achieve their business objectives.

For eight consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton's retirement experts, check our website.

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