The advisers will provide retirement guidance to institutional clients in plan design assistance, compliance updates and investment due diligence, as well as participant communication and education.
Haerr has more than 20 years of advisory experience. He has worked with company-sponsored retirement plans, family and personal wealth management, and personal retirement planning, helping to develop strategies for 401(k), profit sharing and pension plans.
Soscia has been in financial services for more than 15 years. She has helped design, audit and implement employee benefit programs. Soscia also has experience in strategic tax planning, wealth management, business planning, estate planning and succession planning. Soscia was among the first to graduate from the 401(k) Coach program in 2004. In 2006, she purchased a third-party administrative firm and managed more than 160 plans. She has made appearances on CNBC and Fox Business. Soscia holds Series 63, 7, 24, and 66 registrations with LPL Financial, and Life and Health licenses, and is a founding member of the Professional Business Advisor group in Las Vegas.
Arbabi assists with plan design, fiduciary oversight and investment due diligence. He has expertise in wealth and investment management. He has previously held positions at Merrill Lynch and Morgan Stanley Smith Barney.
Littlejohn joined the Retirement Benefits Group as the practice leader in Akron, Ohio. He has more than 27 years of experience, most recently at Highmark Capital Management in San Francisco, where he led the DCIO advisory business beginning in 2009. Earlier he led retirement businesses at Ivy Funds, Wells Fargo, Strong Capital Management, and Cigna Retirement and Investment Services, where he was responsible for sales, marketing, client service and strategic development.
Brown joined the Retirement Benefits Group in the Idaho Falls, Idaho, office and was previously with Morgan Stanley Smith Barney.