— PRODUCT

Pension, MPF and Retirement Services

Our advisors specialize in retirement consulting services, working with a wide range of retirement plans and various plan designs, including voluntary contributions formula and vesting scale, tax deductible voluntary contribution features, and their associated advantages.

Our services include:

Benefits Strategy Development
Plan Design and Review
Provider Selection and Management
Member Education Sessions including employee seminar or briefing, one-on-one helpdesk.

Market Insights and Update
Merger and Acquisition Consulting
Project Management includes benefits harmonization, provider consolidation.

Industry Relationships

Lockton collaborates with major retirement plan carriers, comprehensively understanding their capabilities, key processes, and strategic objectives. Clients can rely on us to identify the ideal administrator or trustee to meet their needs, while service providers can be assured that we prioritize the best interests of all parties involved.