Philip Chao was quoted in the “401k Advisor Disclosures Need an Important Update” InvestmentNews article.
Philip Chao in InvestmentNews Article on 401(k) Adviser Disclosure Needs an Important Update
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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 How to Design a 401(k) plan that’s lawsuit-proof
Obviously there is no such design, but there are actions that can be taken to significantly minimize the probability of being sued.
American Funds: Volatility – What RIAs Are Telling Clients
Philip Chao is quoted on American Funds’ site regarding volatility.
Philip Chao in InvestmentNews Article on Fidelity Charging Plans for Vanguard Asset Custody
Philip Chao has been feature in an Investment News article providing his thoughts and comments on Fidelity charging a new fee on Vanguard assets held in their 401ks.
Philip Chao in InvestmentNews Article on Retirement Plan Advisers Needing B-Ds
Philip Chao quoted in InvestmentNews article “Do specialized retirement plan advisers even need a broker-dealer?”
Philip Chao in InvestmentNews Article on Managed Accounts Push in 401(k) plans
Philip Chao quoted in InvestmentNews Article “401(k) Managed Account Push Rife with Conflicts of Interest”.
Philip Chao in InvestmentNews Article on Annuities in 401(k) plans
The Trump administration wants to give a shot in the arm to annuities in 401(k) plans by encouraging rules to make it more palatable for plan sponsors to offer such products.
2018 Annual Qualified Retirement Plan Contribution Limits
On October 18, 2017, the Internal Revenue Service announced cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2017.
GAO Reporting on the State of the Nation’s Retirement System
Research shows that many households are ill-equipped to manage their own retirement account and have little or no retirement savings.
Philip Chao Featured on PIMCO’s TDF Monitoring Q&A Paper
Chao & Company is one of five defined contribution advisory firms selected by PIMCO to offer opinion regarding how this firm conducts target date fund monitoring.
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.
Philip Chao in InvestmentNews Article on Managed Accounts
Philip Chao was recently quoted in an article in InvestmentNews regarding advisors’ approaches to managed accounts in 401(k) plans.
Supreme Court Decision on Tibble v Edison
The Supreme Court’s decision regarding statute of limitations for claims alleging breach of fiduciary duty affirms the spirit and the practice of a plan fiduciary.