Linda K. Lim

Linda is a Partner at The Maresh Yoshida 401k Group. Linda serves as the operations liaison between the client and the plan’s provider. She partners with the client to ensure the plan is operating efficiently and that issues are resolved in a timely manner with the plan’s provider. As communications specialist, she manages plan participant communications, facilitates participant education meetings, and evaluates education program effectiveness.

She has received her Chartered Retirement Planning Counselor (CRPC®) designation, as well as her Series 7 and Series 66 licenses.

Linda is a graduate of Southwestern University in Georgetown, Texas and currently resides in Austin.