As part of the Retirement Plan Advisory Group, Sokira will have access to the group’s Scorecard system, in order to assist Anthem Financial Services’ clients with investment due diligence, plan design and benchmarking, and fiduciary best practices. Sokira also has experience in the rollover market and retirement income products, according to a press release.
Sokira has been in the business for nearly 20 years and has worked at ADP Retirement Services and Morgan Stanley.