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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.
VEN
DO
R H
OST
ED
BENEFITS
EM
PL
OY
EE S
ELF-SERVICE
MANAGER SELF-S
ERV
ICE
HU
MA
N RESOURCES
PAYROLL
BUSINESS PROCESS OUTSOURCING
CO
BR
A
FEE
DS
S
UPPORT ELIGIBILITY COMPLIANCE EX
CH
AN
GES
FSA
/
CA
RRIE
R
DECISION
ENROLLMENT & ACA P
RIV
ATE
ON-PREMISE SO
LUTIO
NS
HR
INFO
RM
ATION
RECRUITING TALENT
SYSTEM
S AND ON-BOARDING MANAGEMENT SOLUTIONS
ATTEN
DANCE
FILI
NG
PAYMENT
TIM
E AN
D
TAX
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.