News & Commentary
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President Trump has instructed the Secretary of the DOL to rescind or revise the fiduciary rule after conducting an impact study. We have laid out where we go from here.
Philip Chao was mentioned in the book Successful Defined Contribution Investment Design: How to Align Target-date, Core, and Income Strategies ...
Here is the updated FAQ released by the DOL on their conflict of interest rule.
Here is the updated FAQ document from the DOL regarding its Conflict of Interest Rule.
Here we have highlighted the changes from the February 1, 2017, press release.
Here is Chao & Company’s market commentary for the 4th quarter of 2016.
Here we have highlighted the changes from the December 14, 2016, press release.
On December 16, 2015, the FOMC raised rates for the first time since June 2006. The rise was to signal to the market the start of a new phase in monetary policy by the FOMC
After witnessing Donald Trump's aggressive Presidential campaign, Philip Chao easily drew comparisons between the campaign and the lessons he's learned from years of investment management.
With the DOL‘s new fiduciary rule and the introduction of the Best Interest Contract prohibitive transaction exemption, questions have arisen regarding the definition of "reasonableness" when a fiduciary deals with plan fees and costs.
Here we have highlighted the changes from the November 2, 2016, press release.
Here is the DOL's FAQs document on the new conflicts of interest rule.
On October 27, 2016, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2017. The following is a comparison of the 2016 and 2017 limitations.
Here is Chao & Company’s market commentary for the 3rd quarter of 2016.
Here is an interview of Philip Chao regarding custom target date funds via Podcast.
Here we have highlighted the changes from the September 21, 2016, press release.
This article goes into detail regarding Wells Fargo's SEC violations and abusive fiduciary practices.
Here we have highlighted the changes from the July 27, 2016, press release.
Here is Chao & Company’s market commentary for the 2nd quarter of 2016.
Retirement savings accessibility, participation and adequacy are hot topics, and the following article from Institutional Investor offers additional evidence that the vectors are lining up to slowly replace the private employer based DC plan with government intervention and ultimately takeover.