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Portal Conductor, Columnist: 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

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
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
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
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
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
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