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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 Executive Director of The Plan Sponsor University and is current faculty of The Retirement Adviser University.

401kTV GENIE Nominations Being Accepted

401ktv Genie Awards

401kTV GENIE Nominations Being Accepted 401kTV GENIE nominations are going strong.  The 401kTV GENIE Awards are scheduled in Chicago on December 5th at the Gleacher Center, University of Chicago. ...

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Target Date Fund Users Need Guidance

Target Date Fund

Target Date Fund Users Need Guidance Target date funds (TDFs) are a popular option for many retirement plan investors. According to  Vanguard’s How America Saves 2019 report, more than ...

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Retirement Plan Loans are Getting Simpler

Retirement plan loans

Retirement Plan Loans are Getting Simpler Retirement plan loan repayment rules seem are becoming less restrictive at many companies. Rather than forcing departing employees to pay back their retirement ...

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