Meet the Professionals

Eric Lazzari

Principal & FounderAIF®, CPFA®

Eric Lazzari is the founder and principal of Retirement Impact, a fiduciary investment advisory firm focused on corporate retirement plans. He started the firm in 2021 to work directly with 401(k) and 403(b) plan sponsors on the governance and oversight their plans require.

With more than 25 years in the industry, Eric has worked with executives, HR leaders, and finance teams on the full range of plan responsibilities: ERISA compliance, investment menu oversight, fee benchmarking, vendor management, and participant outcomes. His approach centers on sound process and well-documented decisions, which serve both the employer and the employees who depend on the plan.

Eric also develops analytics tools that help translate plan data into clear, committee-ready information, bringing a practical, evidence-based perspective to his recommendations.

Eric lives in Andover, Massachusetts, where he is active in the community.

Lauren Loehning

Partner, Relationship ManagerCFP®, CIMA®, AIF®

With over two decades in the financial services sector, Lauren K. Loehning is a respected Partner at Retirement Impact, where her client-first approach has earned her a reputation for excellence.

Lauren's expertise, spanning financial planning, investment management, and financial therapy, is bolstered by prestigious certifications, including Certified Financial Planner® practitioner, Certified Investment Management Analyst®, Certified in Financial Social Work, and Accredited Investment Fiduciary®.

Beyond her professional pursuits, Lauren is deeply committed to community service. She serves as a Board Member of Make a Wish RI & MA, Co-Chair of Boston 50/50 Women on Boards and teaches Mindfulness & Compassion practices in her community.

Her dedication to empowering others extends beyond the boardroom, embodying her belief in the transformative power of emotional connections in driving financial well-being.

Industry Recognition

NAPA Top DC Advisor Teams

2021

Published March 2021. Data: January – March 2021.

2022

Published March 2022. Data: January – March 2022.

2024

Published March 2024. Data: January – March 2024.

2025

Published March 2025. Data: January – March 2025.

2026

Published March 2026. Data: January – March 2026.

Disclosure: Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. Teams must have at least $100 million in AUA to be included. The list is based exclusively on self-reported AUA. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. No fee is charged to participate. The rating is not indicative of the nominee's future performance.

2023: No NAPA Top DC Advisor Teams award was given in 2023.

Industry Recognition

NAPA Top Women Advisors / Top Women of Excellence

Lauren Loehning

2021Top Women Advisors

Published October 2021. Data: June – August 2021.

2022Top Women Advisors

Published October 2022. Data: June – August 2022.

2023Top Women Advisors

Published October 2023. Data: May – August 2023.

2024Top Women of Excellence

Published October 2024. Data: May – August 2024.

2025Top Women of Excellence

Published October 2025. Data: May – August 2025.

Disclosure: Established in 2015, nominations from the list were provided by NAPA Broker-Dealer/RIA Firm Partners. Nominees had to be women, had to be retirement plan advisors with their own book of business. Nominees were required to submit responses to an application comprised of a series of quantitative and qualitative questions about their experience, size and composition of their practice, awards and recognitions, and industry contributions, which were then reviewed by a panel of senior advisor industry experts, who, based on those criteria, and following a broker-check review, selected the top women advisors. The award is not indicative of the Advisor's future performance. No fee is charged to participate.