Monarca Academy 403(b) Retirement Plan

Quick Links For Participants

Click Here - Access Your Account Online or to Register

Flyer: How To Access My Account Online

Flyer:  Participant Quick Start Guide

Flyer: Participants access and enrollment Guide

Document: Summary Plan Description (The Plan's Rule Book)

Document: Safe Harbor Notice (Employee Deferral and Employer Matching)

Document:  QDIA (Qualified Default Investment Alternative Notice)

The Monarca Academy 403(b) Retirement Plan Sponsor is Francisco Valdiosera, Innovation School Fellow.

The Monarca Academy 403(b) Retirement Plan Administrator is Jay Castillo-Jimenez, Director of Opererations
Email:  jcastillojimenez@monarcaacademy.org  Phone: 317-693-5235

The Plan Adviser and Consultant is Jim Gillen, The Retirement Plan Team, Inc.
Email: jgillen@RetirementPlanTeam.com    Phone: (847) 778-1522