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Lockton’s retirement analytics services benefit Florida clients

Miramar, FL., August 29, 2019 – Lockton’s Southeast Practice diversified its consulting services with the addition of retirement expert, Michael Blake, to its Florida-based team. Blake, a 34-year industry veteran, holds a graduate degree from the George Washington University and several FINRA securities registrations, including the Series 63, 65, 7 and 24. He will advise retirement plan sponsors on plan design, administration, and fiduciary risk mitigation.

“Our clients expect sophisticated analytics that can help them manage their risk,” says Manoj Sharma, chief operating officer of
Lockton’s southeast-based practice. “This includes a comprehensive analysis of their retirement plan. Michael’s expertise will help us provide an even more holistic perspective on client risk and deliver more complete recommendations.”

“Having a disciplined, defined process to oversee investments is one of the most important things retirement plan sponsors can do to protect themselves from fiduciary risk,” says Pam Popp, president of Lockton’s national retirement practice. “Michael will not only help clients monitor their funds, he will help them implement fiduciary best practices for overall plan governance, as well.”

Lockton’s retirement practice advises more than 1,500 plans, representing more than $65 billion in assets.

The practice’s Retirement Services will be based out of Lockton’s Miramar office, located at 3601 SW 160th Ave # 200, Miramar, FL 33027. The office can be reached at (954) 883-2000.

About Lockton

Lockton is a global professional services firm with 7,000 Associates who advise clients on protecting their people, property, and reputation. Lockton has experienced rapid organic grown by helping clients achieve their objectives. For ten consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance.”

Media Contact: Donn Hess - [email protected]

    
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