Meet Our Team

Fred Barstein Headshot Square

Fred Barstein

Founder & CEO


Fred Barstein is founder and CEO of The Retirement Adviser University, a collaboration with UCLA Anderson School of Management Executive Education, The Plan Sponsor University and 401kTV. He is contributing editor for’s RPA Edge Omnichannel and the RPA Roundtables & Thinktanks for senior managers at DC record keepers, aggregators, broker dealers and CIOs. He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Barstein received his Bachelor of Arts Degree from Boston College and his Law Degree from Cardozo School of Law, Yeshiva University.

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Steff Chalk

Executive Director


Steff C. Chalk is Executive Director of The Retirement Advisor University (TRAU), The Plan Sponsor University (TPSU), and 401kTV.  He served on the first Leadership Council of the National Association of Plan Advisors (NAPA) and on the faculty of the Midwest Trust School.  He was faculty at Northern Kentucky University and on the board of Social Security  He graduated The Kentucky School of Banking at the University Kentucky and graduated The National Trust School at Northwestern University.

Mr. Chalk holds the Certified 401(k) Professional Designation (C(k)P) from The Retirement Advisor University, a collaboration with UCLA Anderson School of Management, Executive Education.  Mr. Chalk has also earned the Accredited Investment Fiduciary Analyst (AIFA) designation from University of Pittsburgh, Katz Graduate School of Business, the Certified Plan Fiduciary Advisor (CPFA) from the Retirement Plan Academy and The Global Fiduciary Strategist (GFS) designation from the Leadership Academy of West Point.

Diane Barstein Headshot Square

Diane Barstein

Corporate Administrator


Pamela Balliet Headshot Square

Pam Balliet

Education Coordinator

855-755-4015 ext. 119

Peter Dedolchow Headshot Square

Peter Dedolchow

Education Coordinator

855-755-4015 ext. 117

Dan Hall Headshot Square

Dan Hall

Director of Advisor Development

855-755-4015 ext. 133

Jeannine Hall Headshot Square

Jeannine Hall

Education Coordinator

855-755-4015 ext. 125

DJ Koehne Headshot Square

D.J. Koehne

IT Director

855-755-4015 ext. 103

Toni Koehne Headshot Square

Toni Koehne

Education Coordinator

855-755-4015 ext. 116

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R.J. Larney

Educational Director

855-755-4015 ext. 104

Agnes Lastowska Headshot Square

Agnes Lastowska

Education Coordinator

855-755-4015 ext. 115

Marc Lester Headshot Square

Marc Lester

Vice President - Strategic Partnerships

855-755-4015 ext. 135

Ivory McDonald Headshot Square

Ivory McDonald

Event Program Coordinator

855-755-4015 ext. 113

Jessona McDonald Headshot Square

Jessona McDonald

Marketing & Communications Strategist

855-755-4015 ext. 111

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Renee Rimsa

Education Coordinator

855-755-4015 ext. 118

Tatiana Swanson Headshot Square

Tatiana Swanson

Sales-Advisor Development

855-755-4015 ext. 114

Isabella Wagner Headshot Square

Isabella Wagner

Program Director

855-755-4015 ext. 106

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Leonard Wimpee

Education Coordinator

855-755-4015 ext. 109


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