Portal Conductor: Steff Chalk

Steff is the author of the "Inside the Plan Sponsor's Mind" column for NAPA Net the Magazine.

He is the executive director of The Retirement Advisor University (TRAU), The Plan Sponsor University (TPSU) and 401kTV. He is also the co-founder and CEO of Fiduciary Consulting and Governance Group, Inc. and founder of CHALK Advisory Board, Inc. Since 1995, CHALK 401(k) Advisory Board has served in a fiduciary capacity to over $12 billion of retirement plan assets. Steff has more than 30 years of experience in the financial industry, including serving as an advisor/consultant to a global consultancy and Fortune 500 Companies. He is a co-author of How To Build a Successful 401(k) Retirement Plan Advisory Business, which is used by universities and College for Financial Planning (CFP) students.

A founding member of the National Association of Independent Retirement Plan Advisors, he has been recognized by 401kWire as one of the 300 Most Influential Advisors in Defined Contribution Plans.

Article Index

The Certainty of Uncertainty

Uncertainty continues to brew in the land of the qualified retirement plan, as plan advisors weigh their options and consider changing to a new business model — all thanks to the shifting timelines of the new fiduciary rule.   Read More

Is it Time to Go Robo?

The advent of the robo-fiduciary is not a prediction of the death of the robo-adviser, but it is a 30,000-foot view of what makes sense for an industry that is forcing technology where it does not necessarily fit.   Read More