Stephen Ferrell, AIF®
Stephen R. Ferrell, AIF®, currently serves as a Managing Partner for Valtrum Retirement Plan Consulting. He is registered with LPL Financial, with related registrations. In his capacity, he focuses entirely on corporate retirement plan consulting, including 401(k), Profit Sharing, Money Purchase, Defined Benefit and non-qualified deferred compensation plans.
Mr. Ferrell’s extensive 20+ year career in the retirement plan field includes serving as Managing Consultant, Trust Consultants; Vice President, John Hancock Funds; and Sales Vice President, New York Life Retirement Plan Services. Mr. Ferrell maintains his Series, 6, 63, 65 and 7 securities registrations with LPL Financial.
Valtrum Retirement Plan Consulting was formed as a direct result of many clients over the years expressing a desire for a professional advocate dedicated specifically to the retirement plan marketplace. Mr. Ferrell's experience provides guidance in navigating the many facets of a retirement plan and helps give plan fiduciaries and participants peace of mind.
Valtrum Retirement Plan Consultants’ services include Investment Due Diligence, Proposal Comparison, Fee Benchmarking, Fiduciary & Plan Compliance, and Employee Communication.
During his career, Stephen has earned the Accredited Retirement Plan Consultant (ARPC) designation through the SPARK organization. Additionally he developed and executed a retirement plan training program for financial advisors that was implemented across multiple states. This training program instructed advisors in the best practices of the retirement plan industry while also allowing them to earn their ARPC industry designation.
Mr. Ferrell serves on the board of directors for Reclaim Leadership, a non-profit organization based in North Texas. He also serves on the National Board of Development for his alma mater, Oklahoma Baptist University, including serving as past chairman.
Mr. Ferrell is active in his church and is a graduate of Oklahoma Baptist University with a BBA. He and his family reside in northern Dallas, TX.
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