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Author Archives: Steff Chalk

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 Participation Highlighted in the Offer Letter

401k Participation - Steff Chalk 401ktv

401k Participation Highlighted in the Offer Letter. Savvy Human Resource Executives and Talent Recruiters are ahead of the curve.  Forward-thinking HR professionals have revised their communication strategy by showcasing their ...

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401k Participation Should be an Easy Decision

401k Participation - Steff Chalk 401ktv

401k Participation Should be an Easy Decision. All 401k plan eligible employees face an important decision, should I participate in the 401k plan or not?  Even with Auto-enrollment there is ...

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Plan Audit Red Flags – Automation Plays Important Role

Plan Audit Red Flags - Automation Plays an Important Role

Plan Audit Red Flags – Automation Plays Important Role. Immediately following a recent Fiduciary Education Program held at the University of Georgia, Bruce McFadden, a Certified Public Account, at ...

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401k Plan Value Reaches Well-beyond Assets – Video

401k Plan Value

401k Plan Value Reaches Well-beyond Assets. At the conclusion of The Plan Sponsor University (TPSU) Fiduciary Education Program held at the University of Georgia Terry College of Business we interviewed ...

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401k Plan Participant Beneficiaries Difficult to Keep Current

401k Plan Participant Beneficiaries Difficult To Keep Current

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at Rutgers University Fred Barstein, Founder of The Plan Sponsor University (TPSU), interviewed, Pedro, one ...

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Plan Sponsors Fail to See the Big Picture of Retirement

Plan Sponsors Retirement Big Picture

It is Less than Ideal when Plan Sponsors Fail to See the Big Picture of Retirement. Immediately following a Fiduciary Education Program held by The Plan Sponsor University (TPSU) Adjunct ...

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Retirement Committee Duties: Trustees Should be Knowledgeable

Retirement Committee Duties - 401ktv TPSU

Retirement Committee Duties: Trustees Should be Knowledgeable. As a follow-up to The Plan Sponsor University (TPSU) Fiduciary Education Program held at the University of Maryland, Fred Barstein, Founder and CEO ...

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