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Deals & People August 10, 2010
Lockton Hire to Expand Investment Advisors/Financial Advisors Practice
The Washington D.C. office of Lockton Companies has announced that Shelly H. Horwitz will join the firm as an account executive in the retirement and financial services area, Lockton Investment Advisors and Lockton Financial Advisors.
Reported by PLANSPONSOR staff
Horwitz will be responsible for helping the Washington D.C. 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 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.
According to the announcement, 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 announcement said.
Lockton advisers have been recognized as most successful by PLANADVISER magazine (see Most Successful Advisers of the Year).