Shelly H. Horwitz Joins Lockton Washington DC

WASHINGTON, Aug. 10 /PRNewswire/ -- The Washington DC office of Lockton Companies, LLC, the world's largest privately owned independent insurance brokerage and the ninth largest global insurance broker, today announced that Shelly H. Horwitz will join the firm.  She will be an account executive in the retirement and financial services area, Lockton Investment Advisors and Lockton Financial Advisors.

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Horwitz will be responsible for helping the Washington DC office's clients, including private and public companies and non-profit organizations, identify ways to enhance their employee retirement benefits programs and to help stabilize or reduce plan costs. She will work closely with clients to design benefits plans, review and analyze investments, and perform due diligence reviews with plan sponsors, 401(k) committees, and boards of directors.

Horwitz joins Lockton from the Principal Financial Group, where she was a client relationship manager responsible for more than $700 million in assets. Horwitz' experience includes more than 13 years working with corporate and non-profit organizations to design, implement, monitor and enhance their retirement plans, including defined contribution, defined benefit, employee stock option plans (ESOP) and non-qualified benefits.  Her corporate client experience provides merger and acquisition depth to the team and enhances Lockton's non-profit expertise with her focus on 403(b) clients and their unique needs.

The Washington DC retirement services practice manages approximately $3 billion in qualified plan assets for 60 clients.  Shelly joins an office recognized as most successful by Plan Adviser magazine.

"Shelly's talent, passion and experience further the commitment we made to clients and associates four years ago when retirement services were launched in this office," said Tom Clark, vice president of Lockton's Washington DC office.  "We began building a consulting practice in our DC office to meet the fiduciary needs of our plan sponsor clients and the wealth accumulation needs of their valued employees. Shelly joins a team of consultants that is collectively the most experienced and client-focused team in the Mid-Atlantic area." Clark was also recognized by Risk and Insurance magazine as a Power Broker in the retirement services area in 2009.

Lockton Financial Advisors/Lockton Investment Advisors (LFA/LIA) was recognized as one of the largest and most successful retirement plan and retirement investment advisory firms nationwide according to an annual survey conducted by PlanSponsor magazine. LFA/LIA is a subsidiary of Lockton Companies, the largest privately owned independent insurance broker, and the ninth largest insurance broker worldwide.

The Washington DC office is located at 1110 Vermont Avenue, Suite 700, Washington DC 20005. Horwitz can be reached at 202-414-2669 or via email at [email protected].

About Lockton

More than 3,800 professionals at Lockton provide more than 15,000 clients around the world with insurance, benefits, surety and risk management services, offering an uncommon level of client service. From its founding in 1966 in Kansas City, Missouri, USA, Lockton has grown to become the ninth largest insurance broker in the world.  You can learn more at www.lockton.com.

Securities offered through Lockton Financial Advisors, LLC a registered broker-dealer and member FINRA, SIPC. Investment advisory services offered through Lockton Investment Advisors, LLC, a SEC registered investment advisor.

SOURCE Lockton