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.
Research shows that many households are ill-equipped to manage their own retirement account and have little or no retirement savings.
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 was featured in a recent article regarding the fiduciary duty to monitor.
Philip Chao was recently quoted in an article in InvestmentNews regarding advisors’ approaches to managed accounts in 401(k) plans.
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.
On May 04, 2017, the IRS announced the 2018 inflation-adjusted amounts for Health Savings Accounts. The following is a comparison of the 2017 and 2018 limits.
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.
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.
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 an interview of Philip Chao regarding custom target date funds via Podcast.
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.
Brexit is simply the latest manifestation of discontentment with the status quo and finger pointing. Here’s a look at the future of the EU.
Here is an in-depth analysis of US interest rates in the past, currently and what’s to come.
Here is a summary of capital preservation options in Defined Contribution plans.
On April 29, 2016, the IRS announced the 2017 inflation-adjusted amounts for Health Savings Accounts. The following is a comparison of the 2016 and 2017 limits.
On May 04, 2015, the IRS announced the 2016 inflation-adjusted amounts for Health Savings Accounts. The following is a comparison of the 2015 and 2016 limits.
The late Casey Kasem closed each of his American Top 40 radio show with “Keep your feet on the ground and keep reaching for the stars.” I am not sure how good an investor he was, but his closing statement each week summarized prudent portfolio construction perfectly – reaching for better returns should be on the shoulders of a solid foundation.
Here we explore the past, present and future of the Chinese currency.