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 Lawsuit Demonstrates the Need for Solid Documentation

401k lawsuit

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 ...

Read More »

Healthcare: Plan Participants Struggle with Cost Increases

Healthcare costs increase

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 ...

Read More »

Making a Meaningful Difference for Plan Participants

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 ...

Read More »

Auto Helping Employees to Better Retirement Outcomes

Auto Helping

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 ...

Read More »

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 ...

Read More »

401k Plan Participants: Annual Refresh Help All at Retirement

401k Plan Participants: Annual Refresh

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 ...

Read More »

Plan Sponsors Should Embrace the Role of Financial Coach

Plan Sponsors 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 ...

Read More »

Individual Education That Gets Results for 401k Plan Sponsor

Individual Education

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.  ...

Read More »