We provide objective and fully independent recommendations. Our committment is to you and your employees.

The Maresh Yoshida 401k Group excels in matching a company's specific benefit needs to an appropriate retirement plan. Specifically, we assist retirement plan sponsors in creating more successful plans through a well-defined service model, customized participant education and access to the industry's most robust investment tools. By guiding plan sponsors through the investment selection and plan monitoring process, we are integral in helping companies meet their fiduciary obligations.

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Maintaining an appropriate retirement plan for your company often seems like a daunting task – especially when you consider all the variables in running a successful business. Our role is to provide top-level guidance to your company’s management on all aspects of plan operations. Whether you are converting your plan, changing one or more service providers, updating your investment menu, or fine-tuning your plan on an ongoing basis, our core consulting services help cover three key areas of your plan:

Investments

Risk

Education
  • Investment Policy Statement Development and Review
  • Fund Menu Design
  • Investment Manager/Mutual Fund Search and Evaluation
  • QDIA Selection/Review
  • Ongoing Performance Monitoring
  • Plan Design Consulting
  • Peer/Industry Benchmarking
  • Total Plan Cost Analysis/Full Fee Disclosure
  • Fee Analysis and Benchmarking
  • Plan Vendor Evaluation/Search
  • Plan Reviews
  • Employee Education Meetings
  • Pre-retiree Workshops
  • Age 50+ Workshops
  • One-on-One Guidance

We provide objective and fully independent recommendations to you and your employees. Because we do not offer a proprietary “in-house” 401(k) plan, we have no incentive to sell any specific product, but work with virtually all the different product and service providers in the 401(k) market.

Our commitment is to you and your employees.