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

Monarch Plan Advisors is an independent firm that specializes in corporate, institutional, and non-profit retirement plans. Our role is to provide our clients the 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.

Yes, you are a fiduciary

You CAN delegate SOME fiduciary responsibility

Understand the plan’s fees – All of them


Form an Investment Committee – Meet regularly

Maintain an Investment Policy Statement

Take Meeting Minutes