PLANADVISER: Tell us about your role at your firm and how you contribute to its growth and progress.
Lockwood: Since joining SageView, my role has continued to evolve across different parts of the organization. Having originally been focused on participant education, I now primarily work with institutional clients on their retirement plan investment options and am a member of the SageView investment research committee. Having met with hundreds of retirement plan participants from different walks of life, I like to think that I bring a unique perspective to aspects of the business such as plan design and fund selection. Consistent with my SageView peers across the country, being adaptable and versatile in the adviser role will continue to be an instrumental part of SageView’s continued success.
PLANADVISER: Where do you hope to take your career in the retirement industry in coming years?
Lockwood: My biggest interest right now is the evolving investment landscape and the accompanying fiduciary considerations. Whether it is QDIA alternatives, retirement income solutions or an increasing penchant for alternative asset classes, there has been great dialogue internally and with clients in recent months. My hope is to become increasingly involved in SageView’s vetting and adoption of some of these burgeoning investment solutions and ideas. In the years to come, my goal is to continue to bring the best ideas and thought leadership to our clients to assist them in creating the finest retirement benefit for their employees.
PLANADVISER: What are you most passionate about outside of the office?
Lockwood: These days, my focus outside of the office is on my 8-month-old daughter, Kendall. Since becoming a girl dad in November 2023, I have become just as focused on her developmental achievements as I have been on the achievements of our clients and their employees. While I was advised beforehand by many, nothing prepares you for the shift in perspective that takes place when you have a child. Providing the best life possible for her is what motivates me each and every day.