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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.

401k Plan Cybersecurity Concerns Are Growing

Retirement Plan Cyber-Crime

401k Plan Cybersecurity Concerns Are Growing 401k Plan cybersecurity continues to grab more attention to plan fiduciaries.  Online platforms and mobile apps are becoming retirement plan participants’ method of ...

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Employee Benefits Programs Make the Difference

Employee Benefits Program

Employee Benefits Programs Make the Difference Employee benefits programs normally help employers with retaining and recruiting employees. However, employee benefits programs are typically provided in a cafeteria-style fashion, requiring ...

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401k Plan Design Basics Enhance Outcomes

401k Plan Design

401k Plan Design Basics Enhance Outcomes 401k Plan design basics need to be addressed for all 401k Plans.  Rather than rely on financial wellness programs, plan sponsors and recordkeepers ...

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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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