Address

40 West Easy Street, Suite 4 Simi Valley, CA 93065

Welcome to Monarch Plan Advisors

Core Consulting Services

  • Investment Methodology

    Scorecard System Methodology – Overview

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  • Plan Benchmarking

    Gain an understanding of “total cost” and “compensation” for retirement plan services.

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  • Retirement Readiness

    We help prepare and educate your staff for retirement.

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  • Plan Governance

    Building a documented process is crucial to protect the organization as a fiduciary.

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Plan Investment Outsourcing

Outsource the plan’s role as an investment fiduciary.

Participant Portal

Learn More About Finance!

Monarch Plan Advisors is an independent firm that specializes in corporate, institutional, and non-profit retirement plans. Our role is to provide our clients the ongoing education, ideas, and guidance on how to best structure their retirement plan. Our goal is to help protect our clients as a fiduciary while navigating their participants to a meaningful retirement. At Monarch Plan Advisors, our advisors stand by the highest level of professionalism, integrity, competency, and transparency.

Yes, you are a fiduciary

You CAN delegate SOME fiduciary responsibility

Understand the plan’s fees – All of them

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Form an Investment Committee – Meet regularly

Maintain an Investment Policy Statement

Take Meeting Minutes

Let us Help you

SOME IMPORTANT STATISTICS

100
Percent Focus
5123
Participants
62,824.19
Avg Participants Salary We Represent

Our Team of Experienced Consultants

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Monarch Plan Advisors is part of Retirement Plan Advisory Group (RPAG), a professional alliance of accomplished advisors that demands and delivers higher-level strategies, systems and services for qualified and non-qualified plan sponsor clients.

Monarch Plan Advisors is a proud member of The American Society of Pension Professionals & Actuaries. ASPPA, and its affiliates, ACOPA, NAPA and NTSAA, combine efforts to create the premier national organization(s) for career retirement plan professionals.

Congratulations to Steven Wilkinson

Steven was recently named one of the “Top 75 Under 40” retirement plan advisors by NAPA Net magazine. Disclosures

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