Fiduciary & Plan Compliance

Regardless of how diligent a plan sponsor may wish to be, most are hard-pressed to find enough time to do the important work of retirement plan oversight.  Valtrum Retirement Plan Consulting is your partner in fiduciary compliance.  We offer an array of support services to ensure a positive experience.

We bring the big picture into focus down to the smallest detail in order to help protect you from personal and corporate liability. Our long-term process addresses the major and minor fiduciary issues around investments, fees, employee communications and plan compliance.  Our processes will serve to give you confidence.


Expect these benefits and more:

  • Total plan design review and analysis
  • Improved employee participation and enrollment
  • Prudent investment education and advice
  • Consistent guidance with full ERISA documentation
  • Employer/employee newsletters on legislative/regulatory changes

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