Author Archives: Steff Chalk

Steff C. Chalk is Executive Director of The Retirement Advisor University, a collaboration with UCLA Anderson School of Management Executive Education. Steff also serves as the Executive Director of 401(k)TV and The Plan Sponsor University. Steff is current faculty of The Retirement Adviser University.

401k Lawsuit Demonstrates the Need for Solid Documentation

May 22, 2018 Comments Off on 401k Lawsuit Demonstrates the Need for Solid Documentation

401k Lawsuit Demonstrates the Need for Solid Documentation. Lawsuits around the handling of 401k plan assets have become almost commonplace for plan sponsors, plan providers and plan fiduciaries. Every ...

Healthcare: Plan Participants Struggle with Cost Increases

April 19, 2018 Comments Off on Healthcare: Plan Participants Struggle with Cost Increases

Healthcare: Plan Participants Struggle with Cost Increases. Rising healthcare costs are placing an additional burden on the shoulders of employees. It is commonplace for a company’s employees to pay a ...

Making a Meaningful Difference for Plan Participants

April 18, 2018 Comments Off on Making a Meaningful Difference for Plan Participants

Making a meaningful Difference for Plan Participants. During a recent Fiduciary Education Program of The Plan Sponsor University (TPSU), there was a lively discussion about a 401k plan sponsor who ...

Auto Helping Employees to Better Retirement Outcomes

March 26, 2018 Comments Off on Auto Helping Employees to Better Retirement Outcomes

Auto Helping Employees to Better Retirement Outcomes. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Glendale, Arizona at the Thunderbird University School of Global Management. Fred ...

Liability Driven Investing Spawns a Re-Branding at LD Intelligence

March 22, 2018 Comments Off on Liability Driven Investing Spawns a Re-Branding at LD Intelligence

Liability Driven Investing Spawns a Re-branding at LD Intelligence. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Glendale, Arizona at Thunderbird School of Global Management where ...

Plan Sponsors Maximize Outcomes Relying on Plan Advisor

March 21, 2018 Comments Off on Plan Sponsors Maximize Outcomes Relying on Plan Advisor

Plan Sponsors Maximize Outcomes by Relying on the Plan Advisor. There are times when Plan sponsors just fail to receive Value from their Service Providers. Mark Albers, Plan Administrator for ...

401k Plan Participants: Annual Refresh Help All at Retirement

March 19, 2018 Comments Off on 401k Plan Participants: Annual Refresh Help All at Retirement

401k Plan Participants: Annual Refresh Helps All at Retirement. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Glendale, Arizona at Thunderbird School of Global Management. One ...

Plan Sponsors Should Embrace the Role of Financial Coach

March 14, 2018 Comments Off on Plan Sponsors Should Embrace the Role of Financial Coach

Plan Sponsors Should Embrace the Role of Financial Coach. Companies that offer 401k Plans are offering a valuable benefit to the workforce. Another valuable benefit that employers seem to be ...

President’s Day Special Edition – The Story of Ford, Studebaker and Tesla

February 19, 2018 Comments Off on President’s Day Special Edition – The Story of Ford, Studebaker and Tesla

401KTV President’s Day – Special Edition – The Pension Story of Ford, Studebaker, and Tesla. Move over George Washington and Abraham Lincoln. Share the Spotlight Mount Rushmore. Since the ...

Individual Education That Gets Results for 401k Plan Sponsor

February 15, 2018 Comments Off on Individual Education That Gets Results for 401k Plan Sponsor

Individual Education That Gets Results for One 401k Plan Sponsor. The Plan Sponsor University (TPSU) held a Fiduciary Education Program in Atlanta, Georgia at the Terry College of Business. ...