401k Advisor in Santa Clarita - 401k Advisors of Retirement Partners of Santa Clarita, California

401k Advisor for Your Business and Your Employees

We provide Fiduciary guidance, help lower costs, and empower your employees with the 401(k) and advice they need to pursue their retirement goals.

* Special offer: Get a full comprehensive analysis of your company 401k Plan fees, performance, and fiduciary liability (a $1,200 value!) for free.

Erick has been an unbiased and active partner with our 401k plan. Recently, he conducted an all-employee introduction/enrollment meeting for our company where he was very thorough with presenting the plan and answering all questions - we received great feedback from our employees! He's very focused on our employees' financial success and providing the best service, options and ease for the company. Thanks Erick!!

Donna, HR Director at DanceOne Gave Us a 5-Star Google Review

Erick's enthusiasm towards educating and assisting his clients to retirement success is contagious and incredible! He's thorough, engaging, and speaks in a language we all can understand and appreciate. You can tell he truly cares about this and doesn't just go through the motions. We are so grateful for his knowledge and care for our employees and team!

Noelle, HR Mgr at Starpower Talent, Gave Us a 5 Star Google Review!

Erick has been the 401k and Wealth Advisor for my company for several years. He is knowledgeable, professional, and most importantly he cares for my company and employees. Every consideration is given to provide the best service and benefits to our employees. Erick is extremely patient and prioritizes educating every client to ensure that they understand the options and are comfortable with their choices. If you and/or your company are fortunate enough to be able to work with Erick, you will be extremely happy with the results.

Robert, President of Remo, Inc., Gave Us a 5 Star Google Review!Remo Inc.

Erick simplified the 401K process and made my life easier. I so appreciated that he answered every question quickly and with clarity. Take the time and call him.

Linda, Owner of Right Choice Home Care, Gave Us a 5 Star Google Review!Right Choice In-Home Care

Erick Arndt has quickly become my specialist for all things 401(k). I run an office for a small business and when you are setting up anything new, but especially something involving money, it is stressful. Erick truly helped me through the process and helped me through my anxious moments. He is very knowledgeable and quick to answer any questions that I have. On top of that, he has helped me with things outside of our 401(k), being exactly the kind of financial advisor I need. I have made it clear to everyone that I will not give up Erick if I can help it, he's the best!

Brittaney, GM at Stone Age Granite, Gives Us a 5 Star Google Review!Stone Age Granite & Marble

Erick, thank you very much for all of your help and thoughtful advice. You really made planning my coursework efficient and stress free, and I wouldn't be as far ahead in my financial goals as I am, without you. I appreciate everything you've done for me.

Niki B, CEO at AesculaTech, Gives Us a 5 Star Google Review!Custom chemistry for life-changing products

Erick helped us establish a 401K program for one of our companies over 10 years ago. He made it so easy, working with all of us throughout the onboarding process and developing plans for our successful futures. He has always been there for us when needed, so it was a no brainer that we chose him again when adding a 401K plan to another one of our companies.

Jeremy L, CEO at Vision QC, Gives Us a 5 Star Google Review!Post-production quality assurance

I have been a client of Erick's for over 10 years. In that time he has always had my best interest in mind. His commitment to me allowed us to easily/synergistically communicated our ideas back in forth in order to create the best plan for my future. Erick really wanted to understand my priorities as well as short term and long term goal. He is thorough, caring and honest. All qualities that I value and admire. I highly recommend him to anyone.

Nicole M, Principal at Nicole Michael Designs, Gives Us a 5 Star Google Review!Best Interior Home Designers in Newport

Erick Arndt has been instrumental in helping us maintain our 401k program, especially during these tumultuous times. He's extremely knowledgeable and has made investing easier to understand for our team. I would absolutely recommend Erick to anyone looking for an investment advisor.

Karen P., HR Director in Santa Clarita, CA Gave Us a 5 Star Review on Google!The Kirschner Group

Erick has been amazing. Very responsive and helpful. We have used him for a couple of years and I am very glad our company switched over to his services. This has been a big win for our company and me as the administrator.

Herb M, Director of Technical Services in Glendale, CA Gave Us a 5-star Google Review!

Learn About Our Fiduciary Risk Management and Professional Guidance

Imagine us guiding your employees, helping manage your fiduciary risks, and saving you a lot of time so you can get more done.

Always a Fiduciary

We’re always a Fiduciary to help you and the company manage the liability. We offer both 3(38) and 3(21) fiduciary services.

Help you prepare for DOL and IRS Audits

It’s time-consuming, complicated, but it has to be done… right. So let us do it. We’ll help you with ERISA compliance BEFORE the DOL and IRS visit.

Monitor your plan and fees

We’ll closely monitor your 401k plan, investment options, and fees to help save you valuable time and money.

Not just 401(k)... Defined Benefit, Deferred Comp, Cash Balance and more!

401(k) plans are wonderful but sometimes another retirement plan is a better fit. After all, your needs are unique so your retirement should be, too. We are experienced in all retirement plans from Non-Qualified Deferred Comp Plans, Cash Balance, Deferred Comp, Pensions, Combo Plans, and more.

Sometimes our clients offer 2 or 3 different plans to fit the needs of the company and the employees. That’s all part of our comprehensive analysis upfront. Our job is to educate you with options so you can make the best decision for your company.

How much time and money have you wasted having the wrong retirement plan?

Advice and guidance for your employees

How many of your employees are on track to be retirement ready? Let’s find out and then give them the advice and guidance they need to work towards their retirement income goals. Your employees probably won’t achieve their goals by accident.

Unrivaled experience and resources

Working with Retirement Partners Consulting Program from LPL Financial, we have specialists and resources in every facet of your retirement plan from Compliance to Fiduciary Risk Management to Employee Education. We’ve got you covered.

Employee Financial Wellness

The data shows us that employees are behind financially. We want to teach them more than just the 401k. We want to provide Financial Wellness workshops to teach them how to thrive financially. With over a dozen Financial Wellness workshops to choose from, we’ll design a custom education plan for your employees.

Our experience is as simple as... 46,000 + 77

46,000: The number of companies that Retirement Partners Consulting Program current advises.
77: The number of companies that we work with right here in California.

We bring the knowledge, resources, and experience to each new client to help them achieve the goals they have set for their retirement plan and for their employee’s success. We look forward to the opportunity to work with you and your employees.

Erick Arndt

I founded Retirement Partners of California because I saw companies like yours getting bad advice, little fiduciary guidance and very poor or no advice for their employees.

It was time to find a team of experienced retirement plan professionals to help companies and their employees. Beyond experience we also needed a team that can listen to clients and then effectively communicate the advice that can help them.

Our Plan: Educate plan sponsors about their current plan and then offer them a “clear path forward” towards the goals. Many had worked with their current broker or advisor for years so they were hesitant to believe their retirement plan was performing poorly, they were overpaying their fees, and were exposed to so much fiduciary liability. We explained ERISA and what was expected of them by the Department of Labor as explained in their publication “Meeting Your Fiduciary Liabilities“. That helped them see the light. Now they are some of my best referral sources for new business.

I have seen firsthand the negative impact on employees and companies so this has become more than a business… this is our passion. Welcome to Retirement Partners of California!

ARE YOU USING BEST PRACTICES?

Download our Best Practices Checklist for your 401(k) or other company retirement plan for Free!

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Proud to be CEFEX Certified

Our Retirement Plan Tool suite is CEFEX-certified. Our 12-point Investment Monitoring Process is CEFEX-certified.

The LPL Retirement Partners Tool Suite has been certified by the Centre for Fiduciary Excellence (CEFEX) for Investment Support Services.

CEFEX is an independent global assessment and certification organization that works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs that improve risk management for institutional and retail investors. Scope of certification limited to provision of LPL Financial Retirement Partners Tool Suite when used in conjunction with the LPL 12-point scoring methodology. Find out why we chose to get CEFEX certified.