Our Services
Fiduciary Consulting
We help ERISA stewards develop a framework and process to meet their responsibilities and obligations in achieving the overall goals and objectives of the retirement plan.
Plan Design Consulting
We believe careful plan design with provisions that overcome the drawbacks of participant behaviors would positively impact retirement outcome.
ERISA Investment Consulting
We create a reasoned and practical Investment Policy Statement that guides the process to identify, select and monitor prudent investment methodologies and vehicles.
Speaking Engagements
Looking for a Speaker?
Looking for a speaker on target date fund selection and benchmarking; using managed accounts as a QDIA; revenue sharing; or other retirement plan sponsor best practices? Consider Philip Chao, Principal and CIO of Experiential Wealth, Inc.
"Philip has spoken several times at SPARK conferences, on topics that include investment trends and the changing needs of retirement plan sponsors. My members found Philip engaging, passionate and insightful. His presentation style is charming and full of real world experiences that he draws from his work with clients."
- TIM ROUSE, EXECUTIVE DIRECTOR, THE SPARK INSTITUTE, INC.