The Maresh Yoshida 401k Group continually devotes significant time and resources towards staying apprised on the most current trends, developments, and ongoing legislation related to 401(k) plans. Both Michael Maresh and Henry Yoshida regularly participate as attendees, speakers, and contributors at national industry conferences and share their knowledge with local professsional organizations.

Our Professional Memberships

We hold memberships in and support the following organizations:

Our Speaking Engagements & Publications

We are often asked to speak or participate in a range of industry events and publications:

  • February 2012
    “Plan Design Benchmarking: What's Your Value?”
    - BlackRock DC Edge Magazine
  • November 2011
    “Fee Disclosure Legislation: Are You and Your Clients Ready?”
    - ASPPA Advisor Update Newsletter
  • October 2011
    “Peer Review: The Case for Benchmarking”
    - Planadviser Live Webcast
  • September 2011
    “Want to be an RIA?”
    - Planadviser National Conference, Orlando, Florida
  • June 2011
    “Building a Better Retirement Plan Menu”
    - Plan Sponsor National Conference, Chicago, Illinois
  • September 2010
    “Participant Education in the Age of Technology”
    - Planadviser National Conference, Orlando, Florida

    • “Getting the Word Out”
    - Planadviser National Conference, Orlando, Florida “Technology and the Modern Adviser”
    - Planadviser National Conference, Orlando, Florida

  • August 2010
    “Top Retirement Plan Mistakes”
    - AHRMA Annual Conference, Austin, Texas
  • July 2010
    “Austin Wealth Advisors Moving Out On Their Own”
    - Austin Business Journal
  • April 2010
    “Movers & Shakers: Separating the owls from the ‘blind squirrels’”
    - EmployeeBenefitAdviser Magazine
  • September 2009
    “Rolling into Opportunity”
    - Planadviser National Conference, Orlando, Florida
  • August 2009
    “Making Retirement Plans More Effective”
    - AHRMA Annual Conference, Austin, Texas
  • June 2009
    “Designing Minds”
    - PLANSPONSOR 2009 Plan Designs Conference, Chicago, Illinois
  • March 2009
    “401(k) Anxiety”
    - Austin Business Journal

    • “Stream Consciousness -  Ensuring the Retirement Income Stream”
    - Future of Asset Allocation Funds Conference, Sarasota, Florida

  • September 2008
    “Closing The Deal - Best Practices in Winning a Finals Presentation”
    - Planadviser National Conference, Orlando, Florida
  • September 2007
    “How to Get the Most From Your Provider”
    - Planadviser National Conference, Orlando, Florida

    • “Becoming a Participant Advice Pro”
    - Planadviser National Conference, Orlando, Florida

 

View upcoming events and seminars