Lockton

219 partners in 45 states
6,527 years experience

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LOCKTON RETIREMENT SERVICES
Creating Strategies that Work

Qualified plans need qualified experts. When it comes to retirement plan consulting, experience and expertise are key qualities. The Lockton Retirement Services team has both. Lockton retirement specialists have years of experience in designing, implementing and servicing successful qualified retirement plans.

THE LOCKTON ADVANTAGE

More than 650 corporate plans available
Approximately $13 billion in assets under management
More than 90 licensed professionals in 12 offices
National resources (CFA, Actuarial, ERISA, Attorneys)
Ranked Top 5 Largest 401(k) Consultants by Plan Sponsor Magazine, 2010

THE LOCKTON DIFFERENCE

Commitment	Our practice is dedicated to plan sponsors and their retirement plans.
Independence	We respect our clients with no vendor basis.
Expertise	Our deep bench of specialists ensures the best plan for your employees.
Full Disclosure	All fees, revenue, and services are discussed up front.
Process-Oriented	Processes tailored to meet the fiduciary requirements of plan sponsors.
Resources	Clients benefit from a local focus supported by an unparalleled depth of resources.
Service	The WE LIVE SERVICE!® motto is our passion that fosters 95% annual client loyalty

Our services go beyond retirement plan consulting. The 3,880 professionals of Lockton Companies serve more than 15, 000 clients around the world in 53 offices with risk management, insurance, employee benefits consulting, and surety services. Founded in 1966 by Jack Lockton, Lockton has grown to be the world's largest privately owned, independent insurance broker, with 2010 revenues $774.2 million and $14 billion in premium volume.

Bob Croy
CLU, CIMA Senior Vice President, Producer
816.960.9616

Kyle Hartman
Executive Vice President
Producer
816.960.9978

444 W. 47th Street | Suite 600 Kansas City | MO 64112
www.lockton.com

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.