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Contact Information
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The McHenry Group 2200 Powell Street Suite 610 Emeryville, CA 94608 Phone: 510-595-2900 Toll free: 800-638-8121 Fax: 510-420-1732 info@mchenrygroup.com Additional information may be found at: www.mchenrygroup.com
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McHenry Founder to Moderate Retirement Session at Ameritrade Conference
Agenda to Focus on 401(k) Practice Growth & Profitability
 Ward Harris will host a two-hour session at POWERSOURCE 2004, the second annual Ameritrade Advisor Services™ Independent Advisor Strategy Conference. The event is a fusion of industry experts, innovation and new ideas to help independent investment advisors grow their businesses.
[FULL STORY]
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The Large Cap Challenge
Are You Getting Enough Bang for Your Buck?
by Adrian Anderson
 The equity return
environment will be challenging in the intermediate term ahead. Conventional wisdom on portfolio weight allocation includes a
large cap bias that is not supported by recent market trends. Here’s a quick
look at why plan sponsors might want to reconsider their large cap portfolio
allocation given the new market climate.
[FULL STORY]
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Donkeys & Dumbos – Pension Policy & Politics
An Expert’s View of the Coming Election
by Mike Barry
 How
do the Democrats and Republicans compare on pension issues? The electoral season is upon us, so it’s
time to examine the likely differences between a second Bush term and a Kerry
Administration on pension policy. Let’s
see how the two parties match up on defined benefit plans, employer versus
employee issues, cash balance reform, regulation, EGTRRA limits, and the
distribution of tax benefits.
[FULL STORY]
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Plan Advisory Services – The New Business Model
An Expert’s View of Plan Advice Evolution
by Phil Chiricotti
 The
financial services industry and the retirement plans market are evolving at a
rapid pace, and consolidation will intensify at the fund manager, provider,
broker-dealer and advisor level. As a
result, most of today’s retirement business models are no longer viable. Change is constant, but this is not
necessarily bad for those willing to adapt.
Indeed, the opportunities to gain market share at all levels are
increasing, and major blocks of retirement business could change hands in the
years ahead.
[FULL STORY]
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Short Takes
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Harris to Speak at Boston IRA Rollover Conference – Discounts Available
McHenry’s Ward Harris will
moderate a panel at the IRA Rollover Summit hosted by Financial Research
Associates. As a result, two McHenry clients will receive access to a 50%
discount off of the registration fee.
[FULL STORY]
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Short Takes
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McHenry Participates in Tiburon CEO Summit
Ward Harris will again
participate as a member of the Tiburon executives program, in the latest
iteration of that firm’s recurring CEO Summit.
McHenry clients and partners will benefit from information and access through
Ward’s participation.
[FULL STORY]
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