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