Andrew Lollback
About Andrew Lollback
Andrew Lollback is a Transition Manager in the Client Integration Team at Lockton Retirement Services, where he has worked since 2016. He has extensive experience in retirement plan consulting and executive compensation plans, along with a background in financial services and client consulting.
Work at Transamerica
Andrew Lollback has been employed at Transamerica as a Transition Manager in the Client Integration Team since 2014. In this role, he has focused on managing the transition processes for clients, ensuring that their needs are met during the integration of retirement plans. His experience includes implementing record-keeper conversions to align with organizational business requirements. Prior to his current position, he worked as a Client Consultant at Transamerica from 2012 to 2013, where he developed skills in customer relations and retirement plan management.
Current Role at Lockton Retirement Services
Since 2016, Andrew Lollback has served as a Retirement Plan Consultant at Lockton Retirement Services in Missouri. In this capacity, he has gained extensive experience in managing non-qualified 457(f) executive compensation plans. His role involves consulting with clients to align retirement solutions with their specific business needs, demonstrating his proficiency in designing processes and communication plans for effective retirement plan management.
Previous Experience at Midwestone Bank
Andrew Lollback worked at Midwestone Bank in various capacities from 2007 to 2012. He began as a Financial Services Associate from 2007 to 2010, where he provided financial guidance to clients. He then transitioned to the role of Registered Investments Associate from 2010 to 2012, where he managed investment portfolios and client relationships. His time at Midwestone Bank contributed to his foundational knowledge in financial services and client management.
Education and Expertise
Andrew Lollback studied at the University of Newcastle, where he earned a Bachelor of Arts degree in International Business, Banking, Finance, and Economics from 2004 to 2007. He also attended The University of Iowa Tippie College of Business, focusing on Business Economics and Business from 2006 to 2007. His educational background supports his expertise in financial consulting and retirement plan management, equipping him with the necessary skills to navigate complex financial landscapes.