News & Commentary
All content contained hereunder are provided for informational and educational purposes. Any and all comments should not be deemed as Experiential Wealth delivering individualized financial or investment advice. Our comments are an expression of opinion at the time such comments or opinions are expressed. We are not responsible to update prior opinions or comments on an ongoing basis. In the case of investments, past performance is no guaranty of future returns.
Here is Chao & Company’s market commentary for the 3rd quarter of 2015.
On October 21, 2015, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2016. Here is the comparison of 2015 and 2016 plan limits.
Philip Chao has been selected as the CIT Panel Moderator at the 2015 SPARK Forum.
Here we have highlighted the changes from the September 17, 2015, press release.
As the FOMC prepares to meet this week to determine its interest rate policy, we wish they would take action.
Here we have highlighted the changes from the July 29, 2015, press release.
Here is Chao & Company’s market commentary for the 2nd quarter of 2015.
The Supreme Court stated that the fiduciary duty under the Employee Retirement Income Security Act of 1974 (“ERISA”) is derived from the common ...
Here is Chao & Company’s market commentary for the 1st quarter of 2015.
Philip Chao was recently featured in an InvestmentNews article on how much advisers weigh a manager's investment in his or her own fund when selecting one. Here is that article.
Chao and Company previously announced that Philip Chao presented at the 2015 National Association of Plan Advisors (NAPA) 401(k) Summit. Here is a recording of his presentation.
Philip Chao, Principal and Founder of Chao & Company, was recently featured in a BenefitsPro article on Revenue Sharing. Here is that article.
Chao & Company, Ltd. is pleased to announce that Philip Chao, will be presenting 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.
Here is Chao & Company’s market commentary for the 4th quarter of 2014.
Here is Chao & Company’s market commentary for the 3rd quarter of 2014.
The October 23, 2014, IRS Notice 2014-66 coupled with the confirmation from the DOL Information Letter of the same date cleared the way for target date funds to include unallocated deferred annuity contracts in their investment mix. The Notice and the Information Letter tie together DOL regulation regarding qualified default investment alternative and the fiduciary safe harbor rule for selecting annuity providers.
On October 23, 2014, the IRS announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2015. The following is a comparison of the 2014 and 2015 limitations.
Many plans immediately "fired" PIMCO when Bill Gross's departure was announced. However, when a manger leaves a fund that is on a plan investment menu, Chao & Company looks to the plan's written investment policy for guidance rather than a knee-jerk reaction. .
Philip Chao was recently quoted in a Wall Street Journal article regarding Bill Gross's departure from PIMCO. Here is that article.
Here is Chao & Company’s market commentary for the 2nd quarter of 2014.