Name
Lockton Companies
Profile
Founded in 1966, Lockton Companies is the world’s largest independent, privately‑owned global insurance brokerage/consulting firm. The more than 6,500 professionals of Lockton Companies serve more than 50,000 clients around the world with risk management, insurance, employee benefits consulting, and retirement planning services.
In 1974, Thomas Dunning founded Dunning Insurance and in 1998, Dunning Benefits Corporation merged with Lockton Companies, LLC to form Lockton Dunning Benefits (LDB), capitalizing on Dunning’s reputation as a leading employee benefits broker and consultant.
Lockton Dunning Benefits has developed its core values, vision, and philosophies by valuing partnerships, fostering innovation, maintaining a sense of urgency, and building expertise to meet the changing demands of clients. Our philosophy translates into a client service experience that combines high-touch service with easily accessible expertise.
Lockton Retirement Services provides investment advisory and retirement consulting services for institutional retirement plans. This allows our Associates to spend 100% of their time focused exclusively on issues that are pertinent to our retirement plan clients. Lockton Retirement Services works with over 1,000 qualified and non-qualified retirement plans, representing over $40 billion in client assets. We can assist your retirement committee with vendor selection and implementation, investment advisory services, and retirement consulting services.
Lockton’s investment philosophy is centered on identifying solutions that offer plan participants the highest probability of achieving their retirement savings goals. The investment options in our clients’ retirement plans are based on their unique employee demographics, plan design, and investment objectives. Because we are privately held and independent of any money manager or record-keeper that might be recommended to our clients, you can rest assured that we are fully focused on helping you and your employees get the most from your retirement plan with the lowest level of risk and administrative burden.
In 1974, Thomas Dunning founded Dunning Insurance and in 1998, Dunning Benefits Corporation merged with Lockton Companies, LLC to form Lockton Dunning Benefits (LDB), capitalizing on Dunning’s reputation as a leading employee benefits broker and consultant.
Lockton Dunning Benefits has developed its core values, vision, and philosophies by valuing partnerships, fostering innovation, maintaining a sense of urgency, and building expertise to meet the changing demands of clients. Our philosophy translates into a client service experience that combines high-touch service with easily accessible expertise.
Lockton Retirement Services provides investment advisory and retirement consulting services for institutional retirement plans. This allows our Associates to spend 100% of their time focused exclusively on issues that are pertinent to our retirement plan clients. Lockton Retirement Services works with over 1,000 qualified and non-qualified retirement plans, representing over $40 billion in client assets. We can assist your retirement committee with vendor selection and implementation, investment advisory services, and retirement consulting services.
Lockton’s investment philosophy is centered on identifying solutions that offer plan participants the highest probability of achieving their retirement savings goals. The investment options in our clients’ retirement plans are based on their unique employee demographics, plan design, and investment objectives. Because we are privately held and independent of any money manager or record-keeper that might be recommended to our clients, you can rest assured that we are fully focused on helping you and your employees get the most from your retirement plan with the lowest level of risk and administrative burden.
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