Home|Lockton and Creative Planning announce agreement to join forces creating a market leading retirement practice
Published On: November 11th, 2021

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Lockton and Creative Planning announce agreement to join forces creating a market leading retirement practice

Innovative partnership creates best in class offering in the retirement advisory industry

KANSAS CITY, Mo., Nov. 11, 2021 — Lockton and Creative Planning today announced that the two privately held Kansas City-based companies are partnering to create a best-in-class advisory offering designed to serve corporate retirement plans and the plans’ participants. The business itself will be named “Lockton Retirement Services, an Offering of Creative Planning” in recognition of this shared commitment.

In the spirit of partnership and shared visi