Valtrum Retirement Plan Consulting


Welcome to the Valtrum Retirement Plan Consulting (Valtrum) website.  Valtrum is a corporate retirement plan consulting firm focused on helping companies meet their complex retirement plan objectives. 


A well designed and executed retirement plan can be one of the most important employee benefits a company can sponsor. Stephen Ferrell  helps clients operate and maintain a successful retirement plan with financially sound practices.

Valtrum Retirement Plan Consulting's compliment of services, including support for every process within your corporate retirement plan, can provide our clients with a significant competitive advantage. Valtrum comprehensively reviews each client’s qualified plans – from small to large businesses.


Over the years, Stephen has earned a reputation for excellence in the field of retirement plan consulting.  Valtrum's experience and expertise sets us apart from all other consulting companies.

See for Yourself


To gain a better understanding of what we do - and what we can do for you - have a look at some examples of what our clients were facing.



Interested in a quick-check of the health of your company's retirement plan? Check out the 401(k) Health SnapshotTM.

Regulatory Links

  • SEC
  • SIPC
  • Check the background of investment professionals associated with this site on FINRA'S BrokerCheck.