Simonson Shares Expertise with Lockton Clients on Retirement Plans and Executive Benefits

Dec 03, 2012, 13:56 ET from Lockton

CHARLOTTE, N.C., Dec. 3, 2012 /PRNewswire/ -- Lockton's Tom Simonson offers clients a unique set of experience with his background in retirement plans and executive benefits. Simonson joined the firm in August and leads the Charlotte office of Lockton Retirement Services. He is responsible for building new client relationships and providing consulting services to their corporate retirement plans and executive benefits programs across the United States. Lockton is the world's largest privately held insurance broker.


"Tom's expertise and experience will further enhance Lockton's value proposition for clients who want to enhance their retirement plans and executive benefit programs.  He has established himself as a trusted advisor and key business partner in guiding clients," said Douglas Hutcherson, President of Lockton's southeast operations in Atlanta.

"It is exciting to bring my consulting experience and background in the retirement services industry to such an entrepreneurial firm.  Lockton has been at the forefront of advising growing companies for decades; innovative retirement plans and executive benefits are keys to helping our clients be successful," said Simonson.

Increased regulatory requirements regarding 401(k)/403(b) plan fee disclosures, volatile investment markets, and an uncertain tax environment have created new questions for many employers. 

"We pride ourselves on delivering holistic client consulting," said Simonson. "These are unique times for companies and Lockton is distinctively positioned to provide expert advice to fiduciaries in all aspects of their retirement and executive benefit plans."

Simonson brings more than 15 years of retirement services experience. Immediately prior to joining Lockton, he served as a Principal at Mercer for nine years in their DC Advisors practice. In this position, he led new business development and client management for 401(k)/403(b) plan sponsors while providing oversight to Mercer's South and Midwest markets and serving on their national leadership team. Prior to Mercer, Simonson was VP of Sales-Retirement Services for Principal Financial Group.

Simonson holds a Bachelor of Business Administration degree in Finance from Iowa State University and a Master of Business Administration degree from Wake Forest University.  He has achieved the Certified Financial Planner®, Certified Employee Benefit Specialist, and Chartered Financial Consultant® designations.

Simonson can be reached at Lockton in Charlotte at 704.556.4133 or His office is located at 4725 Piedmont Row Drive, Suite 510, Charlotte, NC, 28210.


More than 4,450 professionals at Lockton provide more than 15,000 clients around the world with insurance, benefits, and risk management services that improve our clients' 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 insurance broker in the world and 9th largest overall. Independent researcher Greenwich Associates awarded Lockton its 2011 Service Excellence Award for risk management for large companies. For four consecutive years, Business Insurance has recognized Lockton as a "Best Place to Work in Insurance." To see the latest insights from Lockton's experts, check Lockton Market Update.

About Lockton Retirement Services
Lockton's Retirement Services practice specializes in employer-sponsored retirement plans. Our comprehensive approach to partnering with clients helps them attract and retain employees in a compliant manner. As trusted partners, we work with more than 850 qualified, non-qualified and executive benefit plans that account for more than $24 billion in assets. We focus on fiduciary risk management, which includes compliance services, investment services, vendor management and pension risk services. Our executive benefits and non-qualified plan services assist clients in recognizing and rewarding key executives, reducing turnover, as well as minimizing risk associated with business succession. For more information, visit

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. For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569.

SOURCE Lockton