about us

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.

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Focused

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Plan
Participants

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Participant
Average
Salary

 

This data is based on our client’s 2018 plan year and does not contain all of our clients.
It’s subject to change based on any number of factors and is meant as an illustration only.

what we believe

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

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.
 

AWARDS

National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 50 – 2019

2018 Edition of the Financial Times 401 Top Retirement Advisers

National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 – 2018

National Association of Plan Advisors (NAPA) Top Retirement Plan Advisors Under 40 – 2017

National Association of Plan Advisors (NAPA) Top 50 Retirement Plan Advisors Under 40 – 2014

Publications

NAPAnet Magazine Summer 2018

Financial Times September 27th, 2018

 

For award disclosure, please click here.

our commitment

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®) or actively studying to sit for the CFP® exam.

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

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 put our client’s best interest first.
  3. We are compensated by a percentage of assets and/or a billable fee; we do not make commissions.
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