Retirement Plan Consultant

• Nov 2013 - Present

Monarch Plan Advisors is one of the few firms in the U.S. that focuses exclusively on providing independent consulting services to defined contribution plan sponsors. From plan design and communications to vendor fee benchmarkings to detailed investment monitoring and 404(c) consulting, we equip plan sponsors with the services needed to deliver a highly successful plan. Our primary value proposition is providing pinpoint laser focus on two main deliverables: (1) Maintaining compliance with the DOL, IRS, and other regulatory bodies; and (2) Improving investment opportunities and potential retirement outcomes for plan participants. Specialties: Defined contribution plan consulting, investment advisory services, retirement plan vendor searches, fee benchmarking, fiduciary compliance and employee communication strategies. Show less