Deals and People

Retirement Industry People Moves

Lockton expands retirement business; Wagner Law Group comes to D.C.; USI acquires Ball Peoples; and more.

By Javier Simon editors@plansponsor.com | December 23, 2016
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Lockton Expands Retirement Business
 
Privately-held independent insurance broker Lockton is expanding its presence in the retirement services industry with the addition of Michael Duckett to its Washington, D.C. office. Duckett has worked for several major plan administrators including Principal and T. Rowe Price. He is versed in recordkeeping, communication, investment management and fiduciary oversight. He has designations as an Accredited Investment Fiduciary and a Certified Plan Fiduciary Advisor. Duckett is also recognized as one of the Top 50 Advisors Under 40 by NAPA Net, the magazine of the National Association of Plan Advisors.

“Changing regulation and an increasing number of employee lawsuits have made retirement management a key focus,” says Lockton’s Washington D.C. President Robert Connolly. “Our clients are looking to us to help them both care for their employees’ well-being and protect their business’s bottom line. Bringing expertise like Mike’s to the table helps us do that.”

“There are a lot of advisers who can talk investments,” says Pam Popp, Lockton’s National Retirement Practice president. “But there aren’t a lot who have seen retirement from all the angles that Mike has. He can not only help clients choose investments, he also understands the regulatory environment and the operational complexities of administering a retirement plan. That kind of holistic expertise makes a huge difference for employers who want to both take care of their people and manage risk.”

NEXT: Virtus Investment Partners Acquires RidgeWorth

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