Selecting & Monitoring Pension Consultants

Chao & Company, Ltd. Disclosure to ERISA Plan Sponsors The Employee Retirement Income Security Act (ERISA) requires that fiduciaries of employee benefit plans administer and manage their plans...


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...


Quarterly Market Commentary - Q4 2009

2009 has certainly been a tumultuous year. In March, the banking world was at the precipice of total collapse and investors’ fears were evidenced by cyclical lows in almost all major market indexes....


Quarterly Market Commentary - Q3 2009

“After a deep global recession, economic growth has turned positive, as wide-ranging public intervention has supported demand and lowered uncertainty and systemic risk in financial markets. The...


Quarterly Market Commentary - Q2 2009

The second quarter was nothing less than spectacular for the stock markets.  The S&P 500 Index lost 24.64% from January 1 through March 9 and gained 36.88% from March 10 through the end of the...


Quarterly Market Commentary - Q1 2009

Since the stock market hit decade lows in February, stock prices have rebounded more than 20% and shaved the losses from over 25% to single digit losses. Since the stock market is considered a leading...


Quarterly Market Commentary – Q4 2008

On January 28, 2009, the Federal Open Market Committee (FOMC) released the following statement regarding theirposition: The Federal Open Market Committee decided today to keep its target range for the...


Quarterly Market Commentary – Q3 2008

Since the last quarterly report, the financial world has experienced significant turmoil that many compare to the Great Depression. What started as a subprime mortgage crisis considered to be well...


Quarterly Market Commentary – Q2 2008

Chairman Ben Bernanke delivered his semiannual monetary policy report to the Committee on Banking, Housing, and Urban Affairs, in the U.S. Senate today. The first paragraph of his prepared statement...


Quarterly Market Commentary - Q1 2008

The March 18, 2008 press release from the Federal Reserve states that “[r]ecent information indicates that the outlook for economic activity has weakened further. Growth in consumer spending has...