FOR IMMEDIATE RELEASE Philip Chao Selected as the CIT Panel Moderator at 2015 SPARK Forum VIENNA, VIRGINIA – Chao & Company, Ltd. is pleased to announce that Philip Chao, will be a moderator at the 2015 SPARK Forum.The SPARK Institute is a member-driven,...
The Supreme Court stated that the fiduciary duty under the Employee Retirement Income Security Act of 1974 (“ERISA”) is derived from the common trust law, and its decision affirms the fiduciary duty to provide ongoing monitoring of plan assets. The fiduciary duty to...
Philip Chao, Principal and Founder of Chao & Company, was recently featured in an InvestmentNews article on how much advisers weigh a manager’s investment in his or her own fund when selecting one. For your convenience, the article is reproduced below, or...
Chao and Company previously announced that Philip Chao presented at the 2015 National Association of Plan Advisors (NAPA) 401(k) Summit. NAPA, a sister organization of the American Society of Pension Professionals and Actuaries (ASPPA), was created by and for...
Philip Chao, Principal and Founder of Chao & Company, was recently featured in a BenefitsPro article on Revenue Sharing. For your convenience, the article is reproduced below, or you can find it online by clicking the following link:...