Address

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

Plan Investment Outsourcing For Advisors

Who is Monarch Plan Advisors?

Monarch Plan Advisors is a solution for financial advisors and consultants who want to streamline the process of helping their clients navigate their fiduciary investment obligations in regards to the plan investments. We will act as a 3(38) or 3(21) Investment Fiduciary to monitor, document, and execute fund changes (depending on the services selected) for your plan sponsor clients.

 

  • Monitor – We  takes on the plan investment liability as a 3(38) fiduciary. We will review and score the investments.
  • Document – We will provide meeting minutes to any of our advisor/ consultant partners that want to be involved in the fund documentation
  • Communicate – Ongoing due diligence calls will be available to explain our minutes and process.