Matt Vallejo

401(k) Specialist - Building modern retirement plans

Role
AVP, Retirement Plan Consultant at Newfront
Location
Salt Lake City, UT, US
LinkedIn followers
500 followers

Experience

  1. AVP, Retirement Plan Consultant

    Newfront

    Jan 2025 — Present · Salt Lake City, UT, US

    I specialize in helping employers design, implement, and optimize retirement plans that align with their organizational goals and support the financial well-being of their employees. At Newfront, we believe in modernizing benefits through data, technology, and a human-first approach—and I’m proud to bring that vision to life every day.Whether it\'s a 401(k), 403(b), or a custom deferred compensation plan, I work directly with plan sponsors to ensure fiduciary compliance, reduce risk, improve participant outcomes, and streamline plan administration. My goal? To make retirement planning a strategic asset—not a headache.Areas of focus: • Plan design & benchmarking• Fiduciary governance & compliance• Participant education & engagement• Vendor search & fee analysis• Plan health/Investment diagnostics & insightsLet’s talk if you\'re looking to take your company’s retirement strategy to the next level—or just want to chat about what a well-run plan can do for your team.

Education

  • Brigham Young University - Idaho

    Bachelor's degree

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Matt Vallejo — AVP, Retirement Plan Consultant at Newfront in Salt Lake City, UT, US | Unifers