POOLED EMPLOYER PLAN (PEP) created in 2019 under the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) intends to: Extend retirement plan accessibility especially to small employers (according to the Federal Reserve Report on the Economic...
On November 13, 2020, the DOL issued final regulation, to promulgate principles of fiduciary standards for selecting and monitoring investments, and set forth the scope of fiduciary duties surrounding nonpecuniary issues. The final rule makes five major amendments to...
The publication 401kWire.com recently released an article regarding Philip Chao's interview with Jenny Johnson, Franklin Templeton President and CEO, at this month's SPARK conference. Here is the article.
This is the 3rd quarter of 2020 market commentary which represents the current views of Experiential Wealth, Inc.
The Department of Labor’s Employee Benefits Security Administration (EBSA) announced an interim final rule (IFR) for administrators of defined contribution retirement plans, such as 401(k) plans. EBSA is issuing the rule in response to the Setting Every Community Up...
This is the 2nd quarter of 2020 market commentary which represents the current views of Experiential Wealth, Inc.
This is the 1st quarter of 2020 market commentary which represents the current views of Experiential Wealth, Inc.
Here is our commentary regarding the latest class action complaint filed against Shell Oil.
This is the 4th quarter of 2019 market commentary which represents the current views of Experiential Wealth, Inc.
Here we comment on the recent lawsuits of Vanderbilt and Northwestern regarding participant data.
This is the 3rd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
This is the 2nd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
This is the first quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
iGPS can give new life to asset managers and recordkeepers as the optimum QDIA solution between a target date fund and a managed account.
This is the fourth quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
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.
This is the third quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
This is the second quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
This is the first quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
We have provided here the Dallas District Court order and the 5th Circuit Court Appeal decision.