Page 44 - IVX Health
P. 44
Retirement
Lockton Investment Advisors
Key facts
• 100% of resources dedicated
to Corporate Retirement Plan
Consulting
• Fiduciary acknowledgment
under section 3(21) or 3(38) of
ERISA
• Full Fee Disclosure
• No preferred vendor
relationships
• Deep bench of specialists
National resources
CFA ® CHARTER HOLDERS
ACTUARIES
ERISA ATTORNEYS
IVX Health — Lockton Total Rewards Practice Overview 44 Lockton Companies
Lockton Investment Advisors
Key facts
• 100% of resources dedicated
to Corporate Retirement Plan
Consulting
• Fiduciary acknowledgment
under section 3(21) or 3(38) of
ERISA
• Full Fee Disclosure
• No preferred vendor
relationships
• Deep bench of specialists
National resources
CFA ® CHARTER HOLDERS
ACTUARIES
ERISA ATTORNEYS
IVX Health — Lockton Total Rewards Practice Overview 44 Lockton Companies