Steff Chalk has over 25 years of experience in financial services. He is founder and president of CHALK 401(k) Advisory Board, Inc., which since 1995 has served in a fidu-ciary capacity to over $10 billion of retirement plan assets. Steff is also co-founder of a suc-cessful coaching firm which helps producers to place structure around the daily tasks associated with the building of their 401(k)/Retirement Plan business. His institutional client list has included corporations, non-profits and gov-ernmental units. Steff has conducted original research for the Chilean Pension System and has been involved in the design of the Turkish self-funded social retirement system. He has addressed business leaders and governmental and social policy makers in Africa, Asia, Europe and North America and appears as a featured guest on television and radio broad-casts. He lives in Cincinnati, Ohio.

Christopher Barlow is National Sales Manager for a top 401(k) program provider. He is responsible for growing relationships
and sales with Financial Advisors. Prior to joining his current employer, Chris was the founder and Managing Director of KnowHow 401(k), a consulting firm that provides Financial Advisors with sales and service support prod-ucts designed to maximize their potential in building their 401(k) business. He is also co-author of the book, 401(k) Sales Champion and is the developer of the 401(k) Sales Champion Workshop. Prior to founding KnowHow 401(k), Chris spent 18 years as a Financial Advisor, Sales Trainer and 401(k) Wholesaler for several of the premier companies in the financial services industry. He is a judge for the PLANSPONSOR magazine Retirement Advisor of the Year Award. He lives in Dayton, Ohio.