Monarch Plan Advisors

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Monarch Plan Advisors - Monarch Advisors Ensure Competitive Retirement Plan Benefits Fiduciary Compliance Benchmark My Plan 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 0 % Average Plan Consultant Experience 0 Years Client Retention* 0 % * Client retention rate calculated based on total clients as of January 1, 2025, less total client departures during calendar year 2025, the result of which is divided by the total clients as of January 1, 2025. Exclusive of new clients added during calendar year 2025. This counts plans that were terminated or the company sold. About our clients Monarch Plan Advisors serves companies nationwide that want stronger retirement benefits, better fiduciary support, and a clearer path to helping employees retire successfully. Collectively, our clients represent over $1.8 billion in retirement plan assets. Assets Under Advisement: 1.827 billion AUA = Assets Under Advisement as of 12/31/2025. States shown reflect client locations for both Monarch Plan Advisors and 3(38) Investment Fiduciaries as o

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