Maldonado joined the RESOURCES team to help participants construct retirement plan portfolios, execute rollovers, and create wealth plans, according to a RESOURCES release. Prior to joining the firm, Maldonado served as an investment counselor in Silicon Valley, California, specializing in asset management for high-net-worth individuals.
RESOURCES advises corporate and non-profit clients on their retirement plan fee structure, plan design, and plan provider, and provides comprehensive and independent fund monitoring for plan sponsor committees. In addition, it can help plan sponsors understand and negotiate the fees and providers of 401(k) and other retirement plan services.
RESOURCES has been listed among the top 25 Plan Advisers by PLANSPONSOR magazine and has also received four Best in Class honors by PLANSPONSOR magazine for quality of advice, reporting quality and accuracy, research quality and accuracy, and depth of resources.