Service Highlights

We offer services in all areas of qualified and non-qualified retirement plans to companies of all sizes in a wide variety of industries. Some of our clients' most important needs are highlighted in the practice areas below.

401(k) Health Snapshot©

The 401(k) Health Snapshot© provides high-level indications of the health of your company’s retirement plan.  These indicators will help you determine if further action is needed in order to improve you and your employees’ plan experience. 


Investment Due Diligence

We utilize several of the best, most robust investment analytical tools available in the industry to help plan sponsors manage the complexities of monitoring plan investments.


RFP & Fee Benchmarking

Valtrum Retirement Plan Consulting offers a deep specialty in RFP/vendor search and fee benchmarking to help you make decisions with confidence.


Employee Communications

The success of a retirement plan is ultimately measured by how well employees understand and utilize this important employee benefit. Let our communication expertise help develop a communications strategy for you.


Fiduciary & Plan Compliance

With the dynamic and ever changing retirement plan environment, let us be your advocate to keep you abreast of best practices so that you can focus on your core business.