The participant average salary is data based on our client’s 2018 plan year and did not represent clients we couldn’t obtain information for.
It’s subject to change based on a variety of factors and is meant as an illustration only.
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.
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.
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.
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.
For award disclosure, please click here.
For more information, please click here.
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: