40 West Easy Street, Suite 3 Simi Valley, CA 93065

Plan Benchmarking

Balancing Provider Fees, Services, & Investments

It’s important to proactively benchmark our client’s retirement plan with the fees, services, and investments provided. Gaining an understanding of “total cost” and “compensation” for services rendered is crucial to your plan’s obligation to investigate as a fiduciary and ensuring your staff is getting the best value out of their retirement plan.

Monarch Plan Advisors is completely independent and transparent. We will provide a thorough provider market analysis, offering guidance and support throughout the process. There are over 30 providers that we can work with that all are competitive based on different plan demographics.