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Life and Retirement Services Our Services Lockton offers the best of both worlds: The global expertise of the world’s largest privately owned insurance brokerage A network of Advisors providing localized solutions to meet your unique needs. Our Advisors work with all retirement plan types, pension and voluntary contributions, and Executive Benefits. Our services include: Benefits Strategy Development Plan Design Vendor Selection and Management Investment Advice Employee Engagement Strategy Development Regulatory Insights and Fiduciary Training Compliance Examinations Merger and Acquisition Consulting Project Management Industry Relationships Lockton works with the nation's largest retirement plan administrators, thousands of fund managers, and the most trusted insurance carriers. We understand their full range of capabilities, their key processes, and their strategic intent. Clients can feel confident that we will find the best record-keeper, insurance issuer, or portfolio manager to fit their needs. Service providers can feel confident that we operate with everyone's best interests in mind. Our comprehensive benefit products: Group Life Insurance Group Income Protection Group Dental Key Person Insurance Short and long term disability – group income protection International benefits Flex and voluntary products
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Retirement Services
Our 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.
Key Contacts - Taiwan
Lawrence Li
General Manager - Taiwan
lawrence.li@lockton.com
Emily Chen
Head of People Solutions, Taiwan
emily.chen@lockton.com
General Enquiries
Latest News & Insights
Lockton Hong Kong: Celebrating 40 Years of Service Excellence
articleThis year, Lockton Hong Kong proudly celebrates its 40th anniversary. Established in 1985 with less than 30 employees, our company went through several acquisitions and expansions to become one of the leading insurance broker firms in the city today. Reaching ...
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