The Foundation for The Fiduciary Standard's Letter to the DOL

On Wednesday, September 07, 2011, The Foundation for The Fiduciary Standard sent the following letter to the U.S. Department of Labor regarding the Proposed Fiduciary Rule. The letter is reproduced...


New Institute to Educate, Advocate on Fiduciary Standard

Philip Chao, Principal and Founder of Chao & Company, was recently featured in an AdvisorOne article as a result of his work as an advocate of the fiduciary standard. For your convenience, the...


ERISA Investment Consulting

Chao & Company’s Investment Consulting provides complete expert fiduciary advice with the goal to reduce fiduciary responsibilities and liabilities for plan sponsors. Through the development of...