Lockton Dunning Benefits is an employee benefits consulting firm committed to providing solutions tailored specifically to the needs of your employee population.
About Lockton Dunning Benefits
Founded in 1966, Lockton Companies, LLC (Lockton) is the world’s largest privately owned, independent insurance brokerage and consulting firm. The 8,500 professionals of Lockton serve more than 65,000 clients around the world with risk management, insurance and employee benefits consulting and retirement planning services.
In 1974, Tom Dunning founded Dunning Benefits Company, a boutique benefits consultancy that grew into a large group employee benefits brokerage and consulting practice. In 1998, Dunning Benefits Company merged with Lockton to form Lockton Dunning Benefits (LDB), capitalizing on Dunning’s reputation as a leading employee benefits broker and created a client service experience that combines high-touch service with easily accessible expertise.
As the world’s largest privately owned insurance brokerage, LDB provides the balance of being large enough to offer global resources to meet your employee benefit needs, yet entrepreneurial, independent and responsive enough to deliver the best results from tenured leaders & experts who provide exceptional client service. The passion behind our work is evident in the focus, energy, integrity and resources directed toward servicing our clients.
Complex Claims Wins
Employee Benefits Consultant
Expertise
Prior to joining Lockton Dunning Benefits in November 2018, Matt served in a similar role leading Investment Committee meetings, assessing the health of the plan, reviewing investment options, ensuring efficient plan pricing and vendor management. His primary focus is mitigating fiduciary risk for clients while helping them cultivate the optimal retirement plan for their participants.
His goal is to help clients accomplish three things: understand and manage their fiduciary liability, avoid participant litigation, and design and create an attractive retirement plan that is cost effective for the plan sponsor and customized for participants.
Matt began his career in the investment industry as a financial analyst in wealth management and has extensive experience in financial modeling, asset allocation, economic analysis, security selection, portfolio management and investment reviews for clients. He applies this same analytical approach in identifying and providing solutions to plan issues such as failed discrimination testing, weak participation, plan mergers, plan document reviews and match scenario analysis to maximize plan efficiency and attain optimal plan design.
Education
The University of Texas