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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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401(k) Fund Selection: Fact or Fallacy
The 3 "P"s of Prudent Fiduciary Action
by Ward Harris
 Retirement plan sponsors and their
advisors are faced with the challenge of balancing
fiduciary obligations with both business and personal considerations. I examine plan fiduciary responsibilities in
the fund analysis and selection process more fully.
[FULL STORY]
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Understanding Behavioral Finance
How to Minimize Plan Participant Investing Errors
by Rhonda Evans
 Researchers who study financial decision-making have
discovered a number of consistent errors in the way people make investment
choices. What are the consequences of our mistakes for retirement
investing and the plan design process?
[FULL STORY]
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Taking the Long View
What Younger Workers Should Know about Asset Allocation and Diversification
by Adrian Anderson
 How should younger workers who participate in a
defined-contribution plan think about portfolio allocation, and what does this
mean for the investment professionals that advise them? History can be our guide as we think of asset allocation with a long-term investment horizon.
[FULL STORY]
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Short Takes
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Technology, Chowdah and Harris: A Great Reason to Be in Boston
Ward
Harris will moderate a session on investment technology at the Inaugural
Symposium on “Managing Retirement Income: Innovative Strategies to Capture and
Retain Retirement Income,” which will take place June 22-24, 2005 in Boston, Massachusetts.
[FULL STORY]
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Archives
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Issue 6
March 15, 2005
Vol. 1
Issue 6
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Issue 5
February 17, 2005
Vol. 1
Issue 5
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Issue 4
January 17, 2005
Vol. 1
Issue 4
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Issue 3
December 14, 2004
Vol. 1
Issue 3
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Issue 2
November 8, 2004
Vol. 1
Issue 2
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Issue 1
October 4, 2004
Vol. 1
Issue 1
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