This is the 2nd quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
Quarterly Market Commentary – 2019 Q2
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Plan Sponsors
Quarterly Market Commentary – 2019 Q1
This is the first quarter of 2019 market commentary which represents the current views of Chao & Company, LTD.
iGPS – A Distribution Solution for Asset Managers
iGPS can give new life to asset managers and recordkeepers as the optimum QDIA solution between a target date fund and a managed account.
Quarterly Market Commentary – 2018 Q4
This is the fourth quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
2019 Annual Qualified Retirement Plan Contribution Limits
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.
Quarterly Market Commentary – 2018 Q3
This is the third quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
Quarterly Market Commentary – 2018 Q2
This is the second quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
Quarterly Market Commentary – 2018 Q1
This is the first quarter of 2018 market commentary which represents the current views of Chao & Company, LTD.
5th Circuit of Appeal Vacates the Fiduciary Rule
We have provided here the Dallas District Court order and the 5th Circuit Court Appeal decision.
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.
Quarterly Market Commentary – 2017 Q4
This is the fourth quarter of 2017 market commentary which represents the current views of Chao & Company, LTD.
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”.
BICE Implementation Delayed Until 07-01-2019
The U.S. Department of Labor has announced an 18-month extension from Jan. 1, 2018, to July 1, 2019, of the special Transition Period for the Fiduciary Rule’s Best Interest Contract Exemption.
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.
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.
Quarterly Market Commentary – 2017 Q3
This is the third quarter of 2017 market commentary which represents the current views of Chao & Company, LTD.
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.