401k Advisor in Santa Clarita

401k advisor retirement plan

Advice and Guidance to Improve Your 401(k)

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

Book a Consultation

* Special Offer: This month get a complimentary review of your 401k Plan (a $1,200 value!)

Investment Fiduciary

Don’t take unnecessary risk. We provide both 3(38) and 3(21) Fiduciary services to your retirement plan.

Help Lowering Costs

Keep your current provider or we’ll find you a new one. Either way we’ll monitor your fees to help save you money.

Advice and Guidance

Advice and guidance for you to sponsor a compliant and high-performing retirement plan and for your employees to pursue their retirement goals.

What if you don't improve your 401(k)?

Are you so busy doing your job that you haven't had time to review your 401(k) Plan?
Maybe you think your current broker is "taking care of it"?
Here are the risks of waiting:

  • DOL Fines – You could face fines if your plan is out of compliance. As the Fiduciary for the retirement plan, you’re liable.
  • Litigation – Lawyers now specialize in 401(k) lawsuits. Defending those suits can be very costly plus a possible settlement as well.
  • Your Employees – Excess fees drag down account balances and can leave your employees without enough money to pay their bills in retirement.

* We always operate in a Fiduciary capacity to help you manage the risks in your retirement plan.

It's Easy to Work With Retirement Partners of California,

a 401(k) Advisor and Fiduciary in Santa Clarita.

Step 1: Book a Free Consultation

Let’s discuss your current plan, changes you want to make, and answer any questions you have.

Step 2: Get a 401(k) Review

We’ll review your current retirement plan, outline what’s going well, and what’s not. Then we’ll explain what changes we suggest and why.

Step 3: Enjoy More Time

Working together is easy. We’ll take charge, work with the 401k provider, and help your employees so you’ll have more time.

Next Step: Book a consultation with a 401(k) Advisor

Talk to a Retirement Plan Specialist about your retirement plan, your concerns, and your goals.

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

401(k) Advisor and Founder

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 in California. Beyond experience we also needed a team that can listen to clients and then effectively communicate the advice.

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 they were overpaying their fees and were exposed to so much fiduciary liability. But through persistence we were able to help 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!

Retirement Plan Tips

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 Proud to be CEFEX Certified

401k fiduciaryOur 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.

 

Some of Our 401(k) & Retirement Plan Partners