In this article, Philip Chao discusses China/US relations.
Philip Chao Commentary quoted in Iris.xyz – The Middle Kingdom & the Parallel Universe
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Everything Else
2020 Social Security Cost of Living Adjustment Announced
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2018 through the third quarter of 2019, Social Security and Supplemental Security Income (SSI) beneficiaries will receive a 1.6 percent COLA for 2020. Please retrieve the Social...
Philip Chao in Investment News Article “Are 401(k) advice fees headed to zero”
Philip Chao was recently featured in the InvestmentNew article “Are 401(k) advice fees headed to zero”.
Philip Chao in Investment News Article ” Headwinds to annuities in 401(k) plans persist”
Lifetime income decisions are made along the continuum of “guaranty” and “optionality”. Neither one is always right or always inappropriate. A lifetime “guaranty” payout under a fixed annuity can and sometimes should play a role, alone or in conjunction with, a...
Philip Chao in Investment News Article ” LPL Partners with Nationwide on 401(k) Training for Bank Channel Advisers”
Philip Chao was recently feature in the Investment News article “LPL Partners with Nationwide on 401(k) Training for Bank Channel Advisors”.
Philip Chao is Interviewed by Allianz Global Investors
In an interview with AllianzGI, Philip Chao offered his thoughts regarding fee pressure, service model, continuing industry consolidation, FinTech, and the future role of the RIA.
Philip Chao in Financial Advisor Article ” Do Annuities and 401(k) Plans Mix?”
Philip Chao was featured in Financial Advisor article ” Do Annuities and 401(k) Plans Mix?”
Philip Chao is Quoted in the Financial Advisor (FA) Magazine on BlackRock & Microsoft Partnering on Workplace Platform and Guaranteed Income Products
Philip Chao is quoted in the June 3, 2019 Ben Mattlin’s article: Do Annuities And 401(k) Plans Mix?
2020 HSA Plan Limits
On May 22, 2019, the Internal Revenue Service issued Revenue Procedure 2019-25, announcing the 2020 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223. Here is a comparison of the HSA calendar year 2019 and 2020 annual limits.
Philip Chao in Investment News Article “Cross-Selling Poised To Be Next 401(k) Battleground Issue”
Philip Chao was featured in the InvestmentNews article “Cross-Selling Poised to be Next 401(k) ‘Battleground’ Issue”.
Philip Chao in Investment News Article on Fidelity Wanting to Own the Workplace
Philip Chao was featured in the Investment News article “Fidelity Wants to Own the Workplace – and Beyond”.
Philip Chao in Investment News Article on Principal Acquisition of Wells
Philip Chao is quoted in the Investment News article “Principal-Wells Fargo Retirement Deal Hints at Fee Compression”.
Philip Chao Commentary quoted in Iris.xyz – How Will Asset Managers Find Ways to Distribute Going Forward?
Iris.com has featured a commentary piece written by Philip Chao.
Philip Chao is Quoted in Fund Intelligence Article on BlackRock & Microsoft Partnering on Workplace Platform and Guaranteed Income Products
Philip Chao is quoted in the Fund Intelligence article “Blackrock, Microsoft partner on workplace platform; Guaranteed income products planned”.
Philip Chao in Investment News Article on the Annuity and Mutual Fund Interests at Odds over 401(k) Disclosures
Philip Chao was quoted in the InvestmentNews article “Annuity and Mutual Fund Interests at Odds over 401(k) Disclosures”.
2019 Annual Qualified Retirement Plan Contribution Limits
On November 1, 2018, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2019.
2019 HSA Plan Limits
On May 14, 2018, the Internal Revenue Service issued Revenue Procedure 2018-30 , announcing the 2019 inflation-adjusted amounts for Health Savings Accounts (HSAs), as determined under the Internal Revenue Code § 223.
Philip Chao’s Article “The Unintended Fiduciary Consequence of Fee Compression” Featured in InvestmentNews Article
An article by Philip Chao, “Unintended Fiduciary Consequences of 401(k) Fee Compression”, was featured in InvestmentNews.
Philip Chao in InvestmentNews Article on the Unintended Fiduciary Consequences of 401(k) Fee Compression
Philip Chao was quoted in InvestmentNews.com op-ed on the “Unintended Fiduciary Consequences of 401(k) Fee Compression”.
Philip Chao in InvestmentNews Article on 401(k) Record Keepers Seek New Revenue Streams to “Save Themselves”
Philip Chao was quoted in the “401(k) Record Keepers Seek New Revenue Streams ” InvestmentNews article.