Steff Chalk

Advisors’ Expertise Morphs as Life Expectancy Grows

By Steff Chalk | 6/14/2018

As if the distracting Department of Labor fiduciary-buzz over the last 10 years were not enough, the advisor community now faces the reality that retirement plan participants are also living longer in retirement. One of an advisor’s seldom-addressed concerns is that a client depletes their... READ MORE

Knowing What Matters in the End

By Steff Chalk | 11/16/2017

Our industry is under pressure. That pressure is spread among all retirement plan professionals, including investment complexes, investment managers, broker/dealers, registered representatives and registered investment advisors. No entity appears to be spared.Retirement plan advisors receive... READ MORE

The Certainty of Uncertainty

By Steff Chalk | 8/31/2017

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 established by the Department of Labor over the last year.But this... READ MORE

Is it Time to Go Robo?

By Steff Chalk | 5/17/2017

Robo-advisers receive a lot of ink/digitized news space today. Plan sponsors are confused. Plan sponsors who have been at the helm of their qualified plan over the last 20 years have observed investment firms, investment manufacturers, regulators and colleagues extolling the virtues of hiring an... READ MORE

In the Interest of Best Interest

By Steff Chalk | 3/2/2017

Serving in a fiduciary capacity, or at least talking about it, has become mainstream in the wake of the Department of Labor’s fiduciary rule. However, talk is cheap. There is an inherent complexity associated with serving in the best interest of others when hired to do so. Placing another’s... READ MORE

Rethinking the Education of Plan Trustees

By Steff Chalk | 4/6/2015

More 401(k) Participants Turning to Professionals for Help

By Steff Chalk | 8/9/2012

[caption id="attachment_219" align="alignright" width="150" caption="More 401(k) Participants Turning to Professionals for Help"][/caption]Donec non nunc lectus, ut elementum ante. Vestibulum quis lectus sapien, a accumsan felis. In at dolor vel enim congue convallis posuere a ipsum. Aliquam erat... READ MORE

A lovely story about Practice Management

By Steff Chalk | 7/2/2012

Donec non nunc lectus, ut elementum ante. Vestibulum quis lectus sapien, a accumsan felis. In at dolor vel enim congue convallis posuere a ipsum. Aliquam erat volutpat. Sed eget sem sapien, sit amet dignissim arcu. Donec gravida lobortis sapien, ac bibendum nisi tincidunt vel. Sed porta sagittis... READ MORE

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