The Inside Edition

March 2005
Our Mission

The McHenry Group provides risk management and business development support to the investment-based benefits marketplace.
 
Its affiliates include:

  • McHenry Consulting
  • North Point Advisors, LLC
  • PlanTools, LLC

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    Contact Information

    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
     
     

     
    Managing Plan Sponsor Investment Risk in 401(k) Plans
    by Ward Harris and Rhonda Evans

    Every employer that sponsors a corporate retirement plan is a fiduciary, held to the highest standards of care and due diligence. The risks and responsibilities of plan sponsors in this regard are substantial but manageable. We discuss effective best practices that can help plan sponsors manage investment risk.

    [FULL STORY]
     
    The Fixed Income Bind
    Where Do We Go From Here?
    by Adrian Anderson

    Last month, I pointed out the need for investors to become more realistic about the returns available from the fixed income asset class over the foreseeable future. This article focuses on how to address the fixed income dilemma.

    [FULL STORY]
     
    The Ideal Retirement Plan
    Making Plans Work for Employers
    by Kenneth Marblestone

    When it comes to retirement plan design, one size definitely does not fit all. Advisors who neglect to ask “Who does the employer want to benefit and why?” may not be providing the best service to their clients.

    [FULL STORY]
     
    ASPPA 401(k) Conference
    Year Three by the Sea
    by Ward Harris

    Hundreds of retirement professionals descended upon San Diego in mid-March to affirm the importance of defined contribution plans and the services that support them. McHenry’s managing director gives his perspective on the event.

    [FULL STORY]
     
    Short Takes
    McHenry Establishes Strategic Relationship with Security Benefit

    The McHenry Group is pleased to announce that it will provide Security Benefit and its distribution partners with research, product development and production services.

    [FULL STORY]
     

    Short Takes
    AdvisorPlan Adds PlanTools 401(k) Solution

    The McHenry Group and Professional Capital Services have entered into a strategic support relationship to provide PCS’s distribution partners with risk management decision support and reporting tools.

    [FULL STORY]
     

    Archives
    Issue 5
    February 17, 2005
    Vol. 1 Issue 5
    Issue 4
    January 17, 2005
    Vol. 1 Issue 4
    Issue 3
    December 14, 2004
    Vol. 1 Issue 3
    Issue 2
    November 8, 2004
    Vol. 1 Issue 2
    Issue 1
    October 4, 2004
    Vol. 1 Issue 1
    Published by The McHenry Group
    Copyright © 2005 The McHenry Group. All rights reserved.
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