FOR EMPLOYEE & PLAN COMMITTEES
Retirement Plan Consulting
Consilium, LLC helps employers and retirement plan committees evaluate investments, understand plan costs, and oversee service providers, with independent, fee-for-service guidance.
Boulder, CO based. Serving organizations locally and nationwide.
Independant Guidance
Investment Oversight
Participant-focused Support
Support where your plan needs it
From investment oversight to employee guidance, our work centers on the decisions that matter to your plan.
Investment Policy Statement
Create or refine guidelines for selecting, monitoring, and replacing investments, with a clear framework for your plan’s objectives.
Vendor Management
Evaluate providers, support requests for information or proposals, and help negotiate fees and services.
Investment Due Diligence
Evaluate investments using the five P’s: People, Philosophy, Process, Price, and Performance, not past returns alone.
Fiduciary Education
Help plan sponsors and committee members understand their responsibilities, oversee providers, and document important decisions.
Plan Benchmarking
Compare investment fees, administrative costs, and plan features to evaluate value and identify areas for review.
Participant Education & Advice
Provide one-on-one guidance on contributions, investment choices, diversification, and retirement projections within the employer’s plan.
A practical place to start
01
Discuss your priorities
Tell us about your plan, existing providers, and the questions your team wants to address.
02
Identify areas for review
Focus the conversation on investments, costs, provider service, or participant needs.
03
Agree on the next steps
Discuss the scope of support that makes sense for your organization.
MEET CONSILIUM'S FOUNDER
Experience behind the advice
David Halseth
Founder & President, Consilium, LLC
Advising clients since 1993, David brings more than three decades of experience in investment management, retirement plan consulting, and business leadership. His approach combines institutional experience with practical guidance, disciplined risk management, and attention to fiduciary responsibility.
A few common questions
Who is this service for?
Employers, plan sponsors, and committee members overseeing employer-sponsored retirement plans.
Can you help evaluate our existing plan?
Yes. Consilium’s consulting includes investment lineup reviews, plan benchmarking, and vendor evaluation.
How do we get started?
Send a brief introduction about your organization and priorities. We can discuss the scope of support your plan needs.
START A CONVERSATION
Let's talk about your retirement plan.
Tell us about your organization and what you would like to improve, investments, fees, providers, or participant support.