Lockton Expands Philadelphia Office, Opens Retirement Practice

Deana Calvelli brings additional expertise to Lockton's Northeast operations

Jul 15, 2015, 10:55 ET from Lockton

PHILADELPHIA, July 15, 2015 /PRNewswire/ -- Lockton, the world's largest privately held, independent insurance broker, has announced a new retirement practice in its Philadelphia office. The practice will advise clients on 401k and other retirement plans.

"We are very pleased to add a retirement practice sector to our client offerings," said Chris Keith, President of Lockton's Philadelphia office. "Our investment in this strategic initiative demonstrates our commitment to better service our clients and be the preeminent full service brokerage firm in the Philadelphia area."

Deana Calvelli has been appointed Vice President of Retirement Services for Lockton's Northeast region. She is responsible for overseeing the retirement practice, and serving clients in the areas of fiduciary governance, financial wellness and retirement outcomes, administration oversight, and investment selection and monitoring.

Calvelli brings more than 25 years of experience in the retirement services sector to Lockton.  She held strategic roles at Buck Consultants and Wells Fargo and, most recently, operated her own consulting firm, Calvelli Consulting. She obtained her bachelor of arts degree in economics from Duke University, holds the Certified Employee Benefits Specialist and Accredited Investment Fiduciary designations, and maintains Series 7, 63, and 65 licenses. She is also a member of the The Forum of Executive Women and is a LEADERSHIP Philadelphia Fellow.

"Lockton's retirement business has grown dramatically during the past five years," said Pam Popp, President of Lockton Retirement Services.  "Expanding to the Philadelphia office not only lets us diversify the capabilities available to our insurance and benefits clients in the region, it also continues the trajectory of growth we've enjoyed so far.  Deana and the rest of the retirement team bring a level of experience that truly complements the tremendous expertise already present in our Northeast offices."

The Retirement Services practice in Lockton's' Philadelphia office is located at 751 Arbor Way, Suite 250, Blue Bell, PA 19422. The office number is (215)583-9200.

About Lockton
More than 5,600 professionals at Lockton provide 48,000 clients around the world with risk management, insurance, employee benefits consulting, and retirement services that improve their businesses. From its founding in 1966 in Kansas City, Missouri, Lockton has attracted entrepreneurial professionals who have driven its growth to become the largest privately held, independent insurance broker in the world and 10th largest overall. For six consecutive years, Business Insurance magazine has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton's experts, check Lockton Market Update.

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