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Retirement Plans

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Free and simple tools are available to research firms and financial professionals at INVESTORS.GOV/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.

Retirement Planning Services in Valencia

Make the Most of Your Finances During Retirement!

LBW Insurance and Financial Services helps plan sponsors, like you, offer cost-effective plans that run efficiently and meet the evolving needs of both you and your participants. Our team has the experience and knowledge to help make your plan more responsive to the interests of your company and participants.

We work with our clients from plan design to implementation, then administer and provide ongoing fiduciary and ERISA compliance.

The LBW Team is ready to help with your:

  • 401(k)
  • 403(b)
  • Profit Sharing Plan
  • Cash Balance Plan
  • Defined Benefit Plan

Our services include assessing, analyzing, and addressing the specific needs of your plan to help maximize its value to your organization. We strive to improve the overall effectiveness of your plan by helping you:

  • Manage fiduciary risk
  • Improve operational efficiency
  • Increase employee satisfaction
  • Streamline investment selection and analysis
  • Identify and recommend cost efficiencies

We offer three major categories of service:

  • Consulting
  • Conversion and installation
  • Ongoing services

We strongly recommend scheduling a regular review of your retirement plan. Our review covers all the key areas:

  • Investment consultation and review
  • Fiduciary and compliance issues
  • Participant education and communication
  • Assessment of your plan design
  • Quality of plan service

We review and evaluate your plan with you and follow up with a customized action plan that offers step-by-step guidance to help boost your plan's effectiveness.

Contact us at (888) 522-7805 to reach our Santa Clarita retirement advisors.


  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.