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Lockton Launches Retirement Practice in Omaha


OMAHA, NE, January 26, 2018 -- Lockton continues expansion of its retirement practice with the addition of Jason Smith to its Omaha, NE, office. That office currently serves benefits and property and casualty clients. Smith's expertise with investment management, retirement plan design and fiduciary governance practices will enable the Omaha group to offer a full spectrum of risk management services.

Smith comes to Lockton with more than two decades of experience in retirement plan consulting and a host of industry recognition including being named among the 300 most influential defined contribution advisors for four years running. Smith holds designations as both a Qualified Plan Financial Consultant and a Certified Behavioral Finance Analyst (CBFA). He is one of less than 100 people to hold the CBFA designation.

"The risk management landscape is changing, and client issues are becoming more complex," said Joe Agnello, CEO of Lockton's Kansas City operation. "We can no longer talk about health, retirement and risk management strategies separately. Clients want a holistic approach. That's why Jason is such an important addition to the team. His expertise enables us to deliver end to end solutions for large employers with sophisticated issues."

Smith is the latest in a number of key retirement hires for Lockton nationwide, according to Pam Popp, president of Lockton Retirement Services. "Retirement is a significant growth area for Lockton," she said. "There's a lot driving the demand for advice. Clients ask about the link between financial preparedness and health and how to mitigate risks associated with being a retirement plan fiduciary. They want experts like Jason who can talk not just about retirement, but about an integrated risk and workforce management strategy."

Lockton's retirement practice advises more than 1,100 plans, representing $53 billion in assets. Follow us on LinkedIn and Twitter @Lockton_Retire.

About Lockton

Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. For nine consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance."


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