Ensure Competitive Retirement Plan
Benefits & Fiduciary Compliance

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ABOUT US

Monarch Plan Advisors is an independent firm that specializes in company sponsored 401(k) and 403(b) non-profit retirement plans. We provide our clients with 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.
Focused
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Average Plan Consultant Experience
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Client Retention*
0 %
*Can you please change the disclosure to: Client retention rate calculated based on total clients as of January 1, 2024, less total client departures during calendar year 2024, the result of which is divided by the total clients as of January 1, 2024. Exclusive of new clients added during calendar year 2024.

WHAT WE BELIEVE

Plan sponsors

We believe that your 401k consultant should feel like your in-house benefit department or out-sourced HR Department when it comes to anything 401k.

We believe your 401k consultant should proactively assist the people who administer your plan.
We believe your 401k consultant should be on top of new legislation and constantly talk about how to improve participant outcomes.

Plan participants

We believe that every participant should have an advocate they can talk to about their financial goals.

We believe your staff should have access to information from someone who is extremely passionate about their retirement goals and who does not have a conflict of interest in helping them reach those goals.

 

Fiduciary status & investments

We believe that your staff should have access to low cost investments.

We believe your plan advisor should be a fiduciary when it comes to the investment offerings available to your staff.

We believe your consultant should provide ongoing investment monitoring to your plan.

 

IN THE NEWS

The team at Monarch Plan Advisors comes from a variety of specialized fields within the 401(k) and 403(b) industry. With such a diverse group, our team has been recognized and or quoted in various industry publications and awards.

Top DC Advisor Teams

Top DC Advisor Teams Award issued on March 18, 2021, March 18, 2022, and March 18, 2025 for the annual periods covering plan assets as of December 31, 2020, December 31, 2021, and December 31, 2024, respectively.

Top Plan Advisors Under 40

2020, Top Plan Advisors Under 40 (aka Young Guns) Award announced on November 14, 2018, November 14, 2019, and November 14, 2020, based on nominations and reviews conducted earlier that year, and covering the respective calendar year. The selection process included nominations solicited starting May 16 and closing August 29, followed by voting from October 7 to October 31. Winners were featured in the Spring 2019, 2020, and 2021 issues of Napa Net the Magazine, respectively.

Financial Times Top Financial Advisor

2018 and 2019, Award issued in September 2018 and September 2019 for the periods covering their respective calendar years.

Napa Young Guns

2017 and 2018, See Top Plan Advisors Under 40.

NAPAnet Magazine

In the Summer 2018 issue of NAPA Net The Magazine, Steven Wilkinson was quoted in Judy Ward’s article, ‘The Young Guys’ (pp. 37-44). The NAPA Net logo above signifies this inclusion.

For award disclosure, please click here.

OUR COMMITMENT

At Monarch Plan Advisors, our advisors stand by the highest level of professionalism, integrity, competency, and transparency. In addition to our advisors meeting the required licenses set by our industry’s regulatory agencies, our firm requires that anyone speaking to your plan participants about their retirement is either a CERTIFIED FINANCIAL PLANNER™ (CFP®), actively studying to sit for the CFP® exam, or has at least passed the CFP modules in the coursework.
In order to become a CERTIFIED FINANCIAL PLANNER™ (CFP®), candidates must meet an experience, background, and education requirements in addition to completing the following coursework:
  • Professional Conduct and Regulation
  • General Principles of Financial Planning
  • Education Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning
  • Financial Plan Development (Capstone) Course

For more information, please click here.

fee-only investment advisor.

Our firm is proud to be a Registered Investment Advisor (RIA) and believe it lets our clients know we strive for the highest standards of professionalism. The distinction between Monarch Plan Advisors as a Registered Investment Advisor (RIA) vs. a firm that charges commissions is:

  1. As a RIA, we are co-investment fiduciaries to our plan sponsor clients, and are held to a fiduciary standard of care.
  2. Our firm is required by law to act as a fiduciary and always to put our client’s best interests first.
  3. We are compensated by a percentage of assets and/or a billable fee; we do not make commissions.