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.

Improving the Knowledge Base of 401k Plan Sponsors

Plan Sponsors Retirement Big Picture

Improving the Knowledge Base of 401k Plan Sponsors. At the conclusion of a recent TPSU Program held at University of Maryland, Adjunct Lecturer, Joe DeNoyior, discusses plan sponsor fiduciary ...

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401k or 403b – Get it Right from the Start

401k or 403b plan

401k or 403b – Get it Right from the Start – The Plan Sponsor University (TPSU) is into the fourth year of helping retirement plan fiduciaries to understand their roles ...

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Retirement Savings for Ineligible Employees – A New Twist – TPSU

Retirement Savings

Retirement Savings for Ineligible Employees. During a Fiduciary Education Program delivered by The Plan Sponsor University (TPSU) at Villanova University of greater Philadelphia in Pennsylvania, Joe Wassel, Vice President ...

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Experienced Auditor on Your Retirement Plan Makes a Difference

experienced auditor

Having an Experienced Auditor on your Retirement Plan Makes a Difference. During the Fiduciary Education Program delivered by The Plan Sponsor University (TPSU) at Villanova University of greater Philadelphia ...

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401k Plan Participant Beneficiaries are Difficult to Keep Current

401k Plan Participant Beneficiaries

401k Plan Participant Beneficiaries are Difficult to Keep Current. During a recent Fiduciary Education Program at NOVA Southeastern University Health Savings Accounts were discussed a relief mechanism for 401(k) plan ...

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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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