Chao and Company previously announced that Philip Chao presented at the 2015 National Association of Plan Advisors (NAPA) 401(k) Summit. NAPA, a sister organization of the American Society of Pension Professionals and Actuaries (ASPPA), was created by and for retirement plan advisors.
Philip was one of two panelists for the Workshop: “’See’ Changes: Allocation of Revenue Sharing and Plan Costs in a Transparent World,” held on Sunday, March 22, 2015, at 4:30pm, at the Manchester Grand Hyatt in San Diego, CA.
An audio recording of the workshop can be accessed below. We hope you enjoy!