Lockton Retirement announces new leadership to accelerate business transformation

Sam Henson, former director of legislative and regulatory affairs for Lockton Retirement, assumed the role of Chief Client Officer on June 1. This transition is part of an ongoing strategy to advance business offerings for retirement clients and their employees. With over 19 years of industry experience and 10 years at Lockton, Henson has the proven expertise to lead continued retirement business transformation

In this new role, Henson will work closely with national leaders across Lockton’s retirement practice to develop innovative and sustainable business strategies that expand beyond 401K advisory to address an aggregate of business retirement needs.

“Our clients are communicating a scope of business challenges that demand sophisticated solutions,” said Pam Popp, President of Lockton Retirement Services. “Sam is the leader we need to increase our collaboration across retirement disciplines, with respect to the needs of our clients and their employees. His leadership and track record of client satisfaction coupled with Lockton’s independence position us well for ongoing client success.”

Lockton Retirement Services is one of the largest retirement plan advisory firms in the United States with more 1,500 clients and $100 billion in assets under management. Managed accounts, Pooled Employer Plans, financial wellness, and other offerings will continue to advance as client business needs emerge.

About Sam Henson: Sam Henson previously served as SVP, director of legislative and regulatory affairs for Lockton Retirement Services, providing subject matter expertise on ERISA compliance, DOL/IRS activities, and the legislative landscape. He joined Lockton after almost 10 years with the U.S. Department of Labor’s Employee Benefits Security Administration, where he conducted more than 100 civil and criminal investigations of employee benefits plans, service providers, and fiduciaries. Sam served as President of the International Society of Employee Benefits Specialists, Chair of the Retirement Task Force of the American Benefits Council, and currently serves on the Board of Directors of the Defined Contribution Institutional Investment Association and the Corporate Board of the International Foundation of Employee Benefit Plans. He is a member of the American Bar and ASPPA. Sam earned his Juris Doctorate at the University of Missouri-Kansas City School of Law and holds CEBS – Fellow, RPA, GBA, and ASPPA - APM designations.