Susan Yu

Meet the Team > Susan Yu

Client 401(k) Coordinator

As part of Mindshare’s Retirement Planning Services team, Susan partners with Mindshare’s senior retirement planning advisor to coordinate all aspects of retirement plan administration, provisions, and other plan operations.

Susan supports clients in coordinating annual plan and TPA service reviews, benchmarketing, compliance assurance, and plan performance.

Before joining Mindshare Group, Susan served in various roles including HR Specialist, Benefits Analyst, and 401(k) Plan Administrator. Susan received her B.A. in Economics from the University of California at San Diego.

Susan is an avid traveler, hiker, reader, and always looks forward to sharing these activities together with her family.