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

What Sets Us Apart � Our Associates have decades of industry experience

as HR practitioners and vendor partners.

� We take a fully vendor-neutral approach to finding solutions.

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

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

A N I N T R O D U C T I O N T O H R T E C H N O L O G Y & O U T S O U R C I N G

Company Overview

Benefits Client Headquarters

Lockton U.S. 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, D.C.

New YorkHartford

CharlotteMemphis

PhiladelphiaOmaha

Encino

Fairfax

Boston

Milwaukee

Fort Worth

Offi ces Worldwide 60+

Number of Associates Worldwide 4,950

2013 Revenue $1.016 Billion

Projected 2014 Revenue $1.1 Billion

Year Founded 1966

Lockton Motto WE LIVE SERVICE!®

Nationwide ServicesLockton services more than 2,992

employee benefits clients nationwide.

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

Employee Benefit Services—Technology Expertise

W E L I V E S E R V I C E ! ®

You Can Count On Us For . . .

Vendor Selection:

� We’ve already conducted extensive research into vendors across the category so you don’t have to.

Implementation Oversight:

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

Project Management:

� Our cost-benefit analysis will help you set priorities, make decisions, and allocate resources appropriately.

Situational Analysis:

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

Change Management:

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

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ELF-SERVICE

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UPPORT ELIGIBILITY COMPLIANCE EX

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ENROLLMENT & ACA P

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HR

INFO

RM

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RECRUITING TALENT

SYSTEM

S AND ON-BOARDING MANAGEMENT SOLUTIONS

ATTEN

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FILI

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PAYMENT

TIM

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We’ll Help You Choose the Right Path

Lockton will help you evaluate all your options:

� Technology only/in-house software

� Administration service/service bureau

� Hybrid solution

� Business process outsourcing (BPO/HRO) 

Our Mission

To be the worldwide value and service leader in insurance brokerage, employee benefits, and risk management

Our Goal

To be the best place to do business and to work

www.lockton.com

© 2014 Lockton, Inc. All rights reserved. Images © 2014 Thinkstock. All rights reserved.

Rev. 01/27/14 u:\ips master templates\internal service brochures\technology and outsourcing practice\technology and outsourcing placemat.indt

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.