401(k) Fiduciary Services for California Businesses

Retirement Partners of California provides comprehensive 401(k) fiduciary services for businesses in Santa Clarita, throughout California, and across the United States. We help plan sponsors reduce costs, lower fiduciary risk, and deliver clear retirement guidance to employees.

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Our Core Services

Everything we do is designed to protect plan sponsors and help employees build stronger retirement outcomes.

3(21) & 3(38) Fiduciary Services

We offer both levels of fiduciary support so you can choose the right amount of protection for your organization.

✓ 3(21) Fiduciary: We provide investment advice while you retain final decision-making authority.
✓ 3(38) Fiduciary: We take full discretionary control of the investment lineup, transferring more liability away from the plan sponsor.

Plan Cost Reduction

Many plans pay more than they need to in fees. We analyze your current costs and help you negotiate better pricing without sacrificing service quality.

✓ Fee benchmarking against similar plans
✓ Vendor and recordkeeper evaluation
✓ Clear recommendations to reduce unnecessary expenses

CEFEX-Certified Investment Monitoring

Our investment monitoring process and tool suite are CEFEX certified. We use a disciplined 12-point review process to evaluate your plan’s investment options on an ongoing basis.

✓ Regular performance and risk analysis
✓ Documentation that supports your fiduciary process
✓ Clear, actionable reports for plan sponsors

Employee Financial Wellness

We have a passion for engaging employees and helping them pursue their retirement goals — whether they are new to investing or have been investing for years.

✓ Interactive enrollment and education meetings
✓ Workshops designed to make complex topics clear, practical, and fun
✓ Support that helps employees make better decisions with their money

Who We Work With

We work with businesses of all sizes in Santa Clarita, throughout California, and across the United States. Whether you have a simple 401(k) or a more complex retirement plan, our goal is the same: reduce unnecessary risk and cost while helping your employees prepare for retirement.

Small & Mid-Sized Businesses Professional Services Firms Manufacturing & Distribution Non-Profits Growing Companies