Valtrum Retirement Plan Consulting


With over 20 years of retirement plan experience, Stephen Ferrell has developed a keen understanding of the corporate retirement plan market and the impact a retirement plan can have on a company - for good and bad. 


Because Valtrum Retirement Plan Consulting is independent of any specific provider or vendor, we are able to focus in on key areas that determine a successful retirement plan:


Our independence frees us to objectively look at every facet of each retirement plan from both the plan sponsor's and employees' eyes. 


Additionally, our marketplace expertise allows us to focus on and understand what truly matters to our clients.


LPL Financial Retirement Plan Consulting Program


Stephen is a member of LPL Financial Retirement Plan Consulting Program.  This unique affiliation allows Stephen to gather with like-minded retirement plan professionals who continue to set the standard for best practices in the retirement plan industry.

Learn more about Valtrum Retirement Plan Consulting:

Our guiding principles


Our Services

We are a full-service consulting group. See an overview of our services in  Service Highlights.