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Business Services Industry

Lockton Atlanta Launches Retirement Plan Services

Business Wire, April 17, 2008

Rusty Lamb to Guide Retirement Plan Consulting Practice

ATLANTA -- Lockton Companies in Atlanta is launching retirement plan consulting services for both corporate and not-for-profit organizations. To lead the effort, Rusty Lamb has joined the company as Vice President, Retirement Services. Lockton is the world's largest privately held, independent insurance broker.

Lamb is responsible for delivering a holistic approach to large and mid-market clients, focusing on services to help plan sponsors solve the ever-changing landscape of 401(k), 403(b), 457 and defined benefit pension plans. Lockton's Retirement Services practice in Atlanta will provide comprehensive consulting services, including:

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* Plan Design, Plan Level Benchmarking and Compliance Consulting

* Employee Communication and Education Strategy and Planning

* Fiduciary Oversight

* Investment Policy Statements

* Investment Due Diligence

* Vendor Management, Searches and Evaluation

* Fee Analysis and Fee Disclosure

* Merger & Acquisition Due Diligence

* Executive Deferred Compensation

"Rusty Lamb offers our clients tremendous expertise in retirement services," said Doug Hutcherson, President of Lockton's Atlanta operations. "Clients value the passion he brings to client service, which is the same kind of energy and advocacy that sets Lockton apart."

Lamb, 49, has 16 years of industry experience providing retirement plans for corporate and tax-exempt clients from a wide variety of industries. Immediately prior to joining Lockton, he was Vice President for New York Life Retirement Plan Services providing solutions for mid- to large market corporate clients. He also has extensive experience focusing on the tax-exempt marketplace with primary and secondary educational institutions, healthcare organizations, and governmental entities.

Lamb is a 1981 graduate of Georgia State University with a BBA in management. He is a registered representative with FINRA holding his Series 6, 7, 24, 26, 51, 63, and 65 registrations and also holds life, health and variable insurance licenses in several states.

More than 3,800 professionals at Lockton provide more than 15,000 clients around the world with insurance, benefits, surety and risk management services, offering an uncommon level of client service. From a modest, home-based insurance agency, Lockton has become the 10th largest insurance broker in the world. It was founded by Jack Lockton in Kansas City, Missouri, USA, in 1966. You can learn more at 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, an SEC registered investment advisor.

Business Services Industry

Lockton Atlanta Launches Retirement Plan Services

Business Wire, April 17, 2008

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