On October 20, 2011, the Internal Revenue Service published (IR-2011-1031) cost of living adjustments affecting dollar limitations for pension plans and other retirement related items for Tax Year 2012.
On October 20, 2011, the Internal Revenue Service announced the 2012 inflation-adjusted amounts for Health Savings Accounts (HSAs) as determined under the Internal Revenue Code § 223.
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.
A group of advisors and industry leaders (including Philip Chao) have formed a permanent fiduciary education, research and advocacy think tank.
Here is Chao & Company’s market commentary for the 2nd quarter of 2011.
Here is Chao & Company’s market commentary for the 1st quarter of 2011.
Philip Chao’s public comment letter to DOL re: “fiduciary” definition.
Here is Chao & Company’s market commentary for the 4th quarter of 2010.
Here is Chao & Company’s market commentary for the 3rd quarter of 2010.
Here is Chao & Company’s market commentary for the 2nd quarter of 2010.
Here is Chao & Company’s market commentary for the 1st quarter of 2010.
Findings included in a report by the staff of the U.S. Securities and Exchange Commission released in May 2005, raise serious questions concerning whether some pension consultants are fully disclosing potential conflicts of interest that may affect the objectivity of the advice they are providing to their pension plan clients.
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 a reasoned and practical Investment Policy Statement, we aim to guide the process in a way that will deliver cost effective solutions, identify and select investment vehicles that align with the stated goals, and prudently monitor investments.
Here is Chao & Company’s market commentary for the 4th quarter of 2009.
Here is Chao & Company’s market commentary for the 3rd quarter of 2009.
Here is Chao & Company’s market commentary for the 2nd quarter of 2009.
Here is Chao & Company’s market commentary for the 1st quarter of 2009.
Here is Chao & Company’s market commentary for the 4th quarter of 2008.
Here is Chao & Company’s market commentary for the 3rd quarter of 2008.
Here is Chao & Company’s market commentary for the 2nd quarter of 2008.