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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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Sixth Anniversary for Fiduciary Support Platform
The McHenry Group Marks a Milestone
 It's time to celebrate: This quarter marks six years of
McHenry support for plan sponsors, their advisors and the institutions that
serve them. Through the work of our affiliate, PlanTools,
LLC, we continue to improve the tools
sponsors need to make more informed investment decisions.
[FULL STORY]
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Buying or Selling A Benefits Service Business: Groom or Father of the Bride?
10 Steps to Success
by Paul Kampner
 Either side of a transaction in the
sale of a retirement recordkeeping business has a unique set of challenges and
opportunities. If you are buying such a benefits
service business, it’s not unlike marrying into a family – one that you may not
know very well. If you’re thinking about selling
your benefits service firm, the reverse analogy holds up – you may be sending
your precious child off to the arms of a suitor you neither know nor trust. In this column, we will address
the ‘sell’ side of the deal – what it’s like to sell your firm.
[FULL STORY]
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Evaluating Fund Responses to Regulatory Change
Cynthia Hargadon on Why Culture Matters
by Rhonda Evans
 Given the loss of shareholder trust from the mutual fund scandals, how should plan sponsors and their fiduciaries evaluate fund assurances of reform when choosing their portfolios?
Cynthia Hargadon argues that while the worst problems have been resolved, upheaval at fund companies and regulatory uncertainties continue to weigh on fund management. Understanding a fund company’s culture is essential for evaluating how well the organization will implement reform.
[FULL STORY]
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Great Expectations: Calculating Expected Alpha
Moving beyond Past Performance
by Adrian Anderson
 As a measure of risk-adjusted
returns, alpha is an essential tool of
sound investment analysis. But “actual
alpha” is limited to data on past performance and does not indicate where a
manager’s true skill resides. A
more robust "expected alpha" model offers greater confidence about a fund's likely performance moving forward.
[FULL STORY]
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Short Takes
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PlanTools Welcomes White Horse Advisors
White Horse Advisors has partnered with PlanTools, LLC to offer the PlanTools™ Solution Suite to investment advisor, plan administrator and
institutional clients that serve qualified retirement plans.
[FULL STORY]
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Short Takes
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Mapstone Adds PlanTools 401(k) Solutions
Mapstone Group in Rochester, NY is now offering PlanTools™ investment support services to its corporate retirement plan clients. The firm has received an “overwhelmingly positive” response to the PlanTools™ System from its client base.
[FULL STORY]
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Archives
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Issue 1
October 4, 2004
Vol. 1
Issue 1
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