Leon McKenzie

Senior Defined Contribution Consultant & Retirement Educator Leon McKenzie, Jr. is a senior institutional retirement specialist and relationship leader dedicated to advancing plan sponsor success and empowering employees through comprehensive retirement education and Social Security optimization. Serving as a trusted partner to employers and consultants across the Defined Contribution (DC) ecosystem, Leon specializes in turning complex fiduciary requirements into impactful workplace financial wellness programs. Throughout his career, Leon has managed major educational, healthcare, and religious institutions across the Greater Chicago area—including City Colleges of Chicago, Chicago Public Schools, University of Chicago Medicine Ingalls Memorial, and the Archdiocese of Chicago. While ensuring these large-scale plans are optimized for compliance and seamless recordkeeping operations, he partners closely with employers to deliver targeted pre-retirement seminars and specialized workshops focused on critical transition topics like Social Security claiming strategies and comprehensive retirement planning. Driven by a participant-first philosophy, Leon excels at transforming technical plan design into high-touch employee engagement. By balancing strategic employer oversight with dedicated, accessible participant retirement and Social Security education, he ensures complex institutional plans are optimized for compliance, seamless operations, and long-term retirement readiness.