Philip Chao was quoted in the “401(k) Record Keepers Seek New Revenue Streams ” InvestmentNews article.
Philip Chao in InvestmentNews Article on 401(k) Record Keepers Seek New Revenue Streams to “Save Themselves”
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Philip Chao in InvestmentNews Article on 401(k) Adviser Disclosure Needs an Important Update
Philip Chao was quoted in the “401k Advisor Disclosures Need an Important Update” InvestmentNews article.
Philip Chao & Don Trone in Iris.xyz – Are You an Adviser or an Advisor?
Philip Chao and Don Trone jointly opined on advisors recognizing and disclosing their own behavioral biases.
Philip Chao in InvestmentNews Article on Drawing Down Assets from a Portfolio
Philip Chao was quoted in the “Drawing Down Assets from a Portfolio Need not be Tough” InvestmentNews article.
Philip Chao in InvestmentNews Article on Fidelity Zero Cost Funds
Philip Chao was quoted on the “Fidelity’s zero-cost funds raise issues for 401(k) advisers” InvestmentNews article.
Philip Chao in InvestmentNews Article on Fidelity and Empower Keeping Fiduciary Services for 401(k) Participants
Philip Chao was quoted on the “Allianz Life enters retirement market with Vestwell partnership” FundAction article.
Philip Chao is Quoated in Fund Action Article on SEI’s Hunt for GMWB Products
Philip Chao was quoted on the “SEI on the Hunt for GMWB products” FundAction article regarding guaranteed minimum withdrawal benefit solutions.
Philip Chao Quoted in FundAction Article on the Allianz/Vestwell Partnership
Philip Chao was recently quoted on the “Allianz Life enters retirement market with Vestwell partnership” in a FundAction article.
Philip Chao in Fund Action Article on Ascensus Acquiring BPC
Philip Chao was recently featured in a FundIntelligence Article on Ascensus acquisition of Benefits Planning Consultants.
Philip Chao in InvestmentNews Article on Monitoring RecordKeepers in a Post New Fiduciary World
Philip Chao was featured in a recent article regarding the fiduciary duty to monitor.
Fidelity’s Approach to DOL
This is the link to an article in which Philip Chao is quoted regarding Fidelity’s approach to the new Fiduciary Rule.
Philip Chao Mentioned in Book “Successful Defined Contribution Design”
Philip Chao was mentioned in the book Successful Defined Contribution Investment Design: How to Align Target-date, Core, and Income Strategies to the PRICE of Retirement. To view and/or buy the book, please click here.
Philip Chao featured as Guest on BMO Better Conversations Podcast
Here is an interview of Philip Chao regarding custom target date funds via Podcast.
Philip Chao interviewed on DOL Fiduciary ruling for “On Pitch” Podcast
Here is a podcast Philip Chao did on the DOL Fiduciary Ruling.
Philip Chao Selected as CIT Panel Moderator at 2015 SPARK Forum
Philip Chao has been selected as the CIT Panel Moderator at the 2015 SPARK Forum.
InvestmentNews: Few target date fund managers eat their own cooking
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.
2015 NAPA Revenue Share Session Recording
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.
Moving Out of the Shadows on Revenue-Sharing
Philip Chao, Principal and Founder of Chao & Company, was recently featured in a BenefitsPro article on Revenue Sharing. Here is that article.
Philip Chao Addresses Revenue Share Issues at NAPA 2015
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.
Chao Quoted in WSJ: Florida Pension Fund Significantly Reducing PIMCO Exposure
Philip Chao was recently quoted in a Wall Street Journal article regarding Bill Gross’s departure from PIMCO. Here is that article.