Simonson Joins Lockton's Southeast Region

Consulting and growth expert to advise in Retirement Practice

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Aug 16, 2012, 09:00 ET

CHARLOTTE, N.C., Aug. 16 2012 /PRNewswire/ -- Tom Simonson has joined Lockton as a Vice President of Lockton Financial Advisors/Lockton Investment Advisors (LFA/LIA) based in the insurance broker's Charlotte office. He will be responsible for client advocacy and new business development for Retirement Services, a part of the employee benefits consulting practice. Lockton is the world's largest privately held insurance broker.

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"Tom's expertise and experience in retirement consulting will further enhance Lockton's value proposition in this space. He has established himself as a trusted advisor and active participant in guiding clients," said Douglas Hutcherson, President of Lockton's southeast operations in Atlanta.

Simonson brings over 15 years of retirement services experience. Immediately prior to joining Lockton, he served as a Principal at Mercer for nine years in their DC Advisors practice. In this position, he led new business development and client management for 401(k)/403(b) plan sponsors while providing oversight to Mercer's South and Midwest markets and serving on their national leadership team. Prior to Mercer, Simonson was VP of Sales-Retirement Services for Principal Financial Group.

Mike Brewer, President of Lockton Benefits, said, "We are pleased to add someone of Tom's caliber to our Charlotte team. Retirement is our fastest growing benefits business segment and we are thrilled to add Tom's talent and expertise to this important practice. Our company and our clients will benefit from his expertise."

In the new position, Simonson will focus on establishing and enhancing marketing partnerships, centers of influence, networking groups, vendor partners, tactical initiatives and client contacts.

Simonson holds a Bachelor of Business Administration degree in Finance from Iowa State University and a Master of Business Administration degree from Wake Forest University.

Simonson can be reached at Lockton in Charlotte at 704.556.4133 or [email protected]. His office is located at 4725 Piedmont Row Drive, Suite 510, Charlotte, NC, 28210.

About Lockton Retirement Services
Lockton's Retirement Services practice specializes in employer-sponsored retirement plans. Our comprehensive approach to partnering with clients helps them attract and retain employees in a compliant manner. As trusted partners, we work with more than 850 qualified, non-qualified and executive benefit plans that account for more than $24 billion in assets. We focus on fiduciary risk management, which includes compliance services, investment services, vendor management and pension risk services. Our executive benefits and non-qualified plan services assist clients in recognizing and rewarding key executives, reducing turnover, as well as minimizing risk associated with business succession. For more information, visit www.locktonretirementservices.com.

About Lockton
More than 4,450 professionals at Lockton provide more than 15,000 clients around the world with insurance, benefits, and risk management services that improve our clients' businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held insurance broker in the world and 9th largest overall. Independent researcher Greenwich Associates awarded Lockton its 2011 Service Excellence Award for risk management for large companies. For three consecutive years, Business Insurance has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton's experts, check Lockton Market Update.

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.

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