L O C K T O N C O M P A N I E S

HR Technology & Outsourcing Practice

THE LOCKTON ® D I FFERENCE

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HR TECHNOLOGY & OUTSOURCING

What Sets Us Apart

9 Our Associates have decades of industry experience as HR practitioners and vendor partners.

9 We take a vendor-neutral approach to finding solutions.

9 We offer expertise in implementing a range of  HR services.

9 We know how to help you reduce your costs and risks.

Company Overview

Benefits Client Headquarters

Lockton US Office Locations

Minneapolis

Kansas City

Chicago

St. Louis

Atlanta

Dallas

DenverLas Vegas

Phoenix

San FranciscoSan Jose

Los AngelesIrvine

San Diego

San Antonio Houston

South Florida

Washington, DC

New YorkHartford

CharlotteMemphis

PhiladelphiaOmaha

Encino

NorthernVirginia

Boston

Milwaukee

Fort Worth

Nashville

Lockton’s HR Technology & Outsourcing Practice stands ready to help you research, purchase, implement, and manage the human resources technologies that help you serve your employees.

Lockton Is Your:

TECHNOLOGY TRANSLATOR SOLUTION MATCHMAKEROBJECTIVE ADVISOR

Offi ces 75

Number of Associates 6,000+

2015 Revenue $1.24 Billion

Number of Clients 48,000+

Year Founded 1966

Lockton Motto WE LIVE SERVICE!®

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We’ll Help You Choose the Right Path

Lockton will help you evaluate all of your options:

Technology Only/ In-House Software

Administration Service/ Service Bureau

Hybrid SolutionBusiness Process Outsourcing

(BPO/HRO)

You Can Count On Us For . . .

Situational Analysis

� We can guide you through the decision-making process when you are reviewing the effectiveness of  existing technology or considering outsourcing.

Vendor Selection

� We have conducted extensive research on vendors across the market on your behalf.

Implementation Oversight

� As your advocate, we will keep your project on track and on budget, while you focus on your business.

Implementation Project Management

� As your project manager, we will develop objectives, provide risk mitigation, and deliver quality assurance throughout your implementation.

Change Management

� Our consultants can help you anticipate and control all changes stemming from your HR projects.

Vendor Management

� We will continue to be your advocate post-implementation by addressing any system or service issues and providing guidance prior to Open Enrollment.

HR T

ECHN

OLOGY AND OU

TSOURCING•

Vendor Selection

ImplementationOversight

Situational Analysis

Vendor Management

ImplementationProject

Management

Experienced Team

Project Manager

SolutionMatchmaker

VendorNeutral

ObjectiveAdvisor

Benef ts

Administration • ACA Compliance • Payroll • Human Resource

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anag

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For Executive Benefits, securities offered through NFP Securities, Inc., a broker-dealer and member of FINRA, SIPC.

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

For California, Lockton Financial Advisors, LLC, d.b.a. Lockton Insurance Services, LLC, license number 0G13569.© 2016 Lockton, Inc. All rights reserved.

Our Mission

To be the worldwide value and service leader in insurance brokerage, risk management, employee benefi ts, and retirement services

Our Goal

To be the best place to do business and to work

RISK MANAGEMENT | EMPLOYEE BENEFITS | RETIREMENT SERVICES

www.lockton.com

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